Know Your PMS · Monthly tearsheet
WHITE OAK INDIA EQUITY PORTFOLIO
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_202661 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
11.97%
Total return
77.64%
Max drawdown
-18.16%
Sharpe
0.86
Sortino
0.94
Calmar
0.66
Win months
57.38%
Best / worst month
10.8% / -10.3%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -3.38% | -1.95% | -10.34% | 9.88% | 2.07% | 2.77% | 3.39% | 3.88% | – | – | – | – | 5.15% |
2025 | -1.98% | -6.12% | 6.61% | 3.15% | 3.08% | 5.78% | -4.14% | -0.57% | -0.10% | 5.61% | 2.62% | -0.71% | 13.06% |
2024 | -0.57% | 0.68% | -0.73% | 1.56% | 0.12% | 8.07% | 3.37% | 2.59% | 4.84% | -3.97% | 1.10% | -0.71% | 17.04% |
2023 | -3.76% | -1.67% | -0.21% | 4.79% | 6.13% | 4.35% | 2.05% | 1.25% | 0.52% | -1.84% | 6.39% | 5.02% | 24.84% |
2022 | -3.64% | -4.48% | 3.71% | -3.27% | -5.95% | -5.76% | 10.84% | 4.84% | -1.48% | 2.75% | 1.03% | -3.60% | -6.24% |
2021 | – | – | – | – | – | – | – | 5.11% | 1.69% | -0.06% | -1.47% | 3.64% | 9.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 18.16% | 17 mo |
| Dec_2025 | Mar_2026 | Jul_2026 | 15.66% | 7 mo |
| Oct_2024 | Feb_2025 | May_2025 | 11.29% | 7 mo |
| Jul_2025 | Sep_2025 | Oct_2025 | 4.78% | 3 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.84% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.19%
Downside deviation
12.69%