Know Your PMS · Monthly tearsheet
WHITE OAK INDIA SELECT 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
9.74%
Total return
60.38%
Max drawdown
-24.49%
Sharpe
0.67
Sortino
0.71
Calmar
0.40
Win months
55.74%
Best / worst month
12.1% / -10.5%
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 | -4.29% | -3.67% | -10.49% | 12.12% | 3.29% | 2.80% | 4.84% | 1.53% | – | – | – | – | 4.58% |
2025 | -7.61% | -5.75% | 8.65% | 1.51% | 2.55% | 5.25% | -5.04% | -2.60% | -2.76% | 4.18% | -0.18% | -2.17% | -5.15% |
2024 | 0.19% | 1.02% | 0.53% | 1.60% | -1.69% | 9.51% | 3.12% | 3.30% | 7.23% | -3.44% | 3.59% | 0.34% | 27.59% |
2023 | -2.52% | -0.66% | -0.30% | 5.70% | 5.91% | 2.13% | 1.62% | 0.63% | -0.27% | -0.97% | 5.83% | 5.11% | 24.01% |
2022 | -3.47% | -3.11% | 2.61% | -2.69% | -4.80% | -6.42% | 10.82% | 5.74% | -2.86% | 3.62% | 1.60% | -4.05% | -4.34% |
2021 | – | – | – | – | – | – | – | 6.64% | -0.66% | -1.14% | -0.96% | 2.99% | 6.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 24.49% | 14 mo · open |
| Jan_2022 | Jun_2022 | May_2023 | 16.80% | 16 mo |
| Jan_2025 | Feb_2025 | Jun_2025 | 12.92% | 5 mo |
| Oct_2024 | Oct_2024 | Nov_2024 | 3.44% | 1 mo |
| Sep_2021 | Nov_2021 | Dec_2021 | 2.74% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
5 mo
Ann. volatility
15.58%
Downside deviation
13.67%