Strategy performance
White Oak India Pioneers Equity ESG Portfolio
Whiteoak Capital Asset Management Limited · AUM ₹0.00 Cr · as of Aug 2026
Our read
₹100 grew to ₹153.8 since inception (+9.0% CAGR), with a max drawdown of −18.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+12.8%
Since inception
+9.0%
Max drawdown
−18.2%
Volatility
+14.5%
Peer position
Loading peer ranks…
Performance
White Oak India Pioneers Equity ESG Portfolio₹153.8Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.7% | −1.8% | −11.8% | +10.4% | +1.2% | +5.0% | +4.0% | +5.4% | +7.2% | ||||
| 2025 | −5.5% | −6.6% | +6.8% | +2.5% | +2.9% | +4.6% | −3.0% | −1.9% | −0.6% | +4.2% | +1.0% | −1.5% | +2.0% |
| 2024 | −0.0% | +1.9% | −0.5% | +2.9% | −0.5% | +8.0% | +4.0% | +3.1% | +3.9% | −4.7% | +1.7% | −0.5% | +20.5% |
| 2023 | −3.4% | −1.6% | −0.2% | +3.9% | +5.8% | +4.2% | +1.9% | −0.2% | +0.2% | −1.9% | +6.2% | +4.1% | +20.1% |
| 2022 | −4.5% | −3.7% | +2.5% | −2.0% | −5.0% | −5.8% | +10.3% | +4.9% | −1.4% | +2.5% | +0.7% | −2.7% | −5.2% |
| 2021 | 0.0% | +1.0% | −1.7% | +3.1% | +2.4% |
Metrics
Tearsheet- 1M return
- +5.4%
- 3M return
- +15.0%
- 6M return
- +13.5%
- 1Y return
- +10.5%
- 2Y CAGR
- +4.8%
- 3Y CAGR
- +12.8%
- 5Y CAGR
- +9.0%
- Since-inception CAGR
- +9.0%
- Total return
- +53.8%
- Average month
- +0.8%
- Median month
- +0.8%
- Average up month
- +3.9%
- Best month
- +10.4%
- Best rolling 12M
- +35.5%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
White Oak India Pioneers Equity ESG Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has White Oak India Pioneers Equity ESG Portfolio performed?
- White Oak India Pioneers Equity ESG Portfolio (Whiteoak Capital Asset Management Limited) shows CAGR 8.99% and max drawdown -18.18% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is White Oak India Pioneers Equity ESG Portfolio CAGR / max drawdown?
- CAGR is 8.99%; max drawdown is -18.18%. We only publish CAGR when there are enough months (≥12 on this track of 60 months). Learn more
- Where do White Oak India Pioneers Equity ESG Portfolio returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite White Oak India Pioneers Equity ESG Portfolio?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more