Strength
Shallow peak-to-trough
Worst drop was 0.0%. Typical drawdowns ran nearer 0.0%. Milder than most equity PMS paths on file.
WhiteOak Capital Select Stocks Portfolio
Dormant · no recent filingsEQUITYBSE 500
Strategy performance & returns
Age: 29 months · 29 mo used
- CAGR
- 0.0%
- Max DD
- 0.0%
- Calmar
- Not reported
- Track
- 29 mo
Calmar not reported: incomplete or ungated series for this window.
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Watch
Wins cluster in fewer months
Hit rate is only 0.0%. Gains arrive in bunches, so long red stretches are part of how this track works.
Total Return
0.00%
Annualised Return
0.00%
Hit Rate
0.00%
Maximum Drawdown
0.00%
Annualised Volatility
0.00%
Consistency Score
0.0%
PPerformance(23)RRisk(10)CConsistency(3)
- Best Year Return P
- 0.00%
- Worst Year Return P
- 0.00%
- Median Annual Return P
- 0.00%
- Average Monthly Return P
- 0.00%
- Geometric Mean Return P
- 0.00%
- Average Drawdown P
- 0.00%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 0 mo
- Ulcer Index P
- 0.00%
- Positive Rolling Periods % P
- 0.00%
- Worst Rolling 12M Return P
- 0.00%
- Best Rolling 12M Return P
- 0.00%
- Maximum Monthly Loss P
- 0.00%
- Worst 3-Month Period P
- 0.00%
- Worst 6-Month Period P
- 0.00%
- Return Smoothness Index P
- 1000000000.00
- Worst Case Investor Entry P
- 0.00%
- Capital Preservation Score P
- 100.00%
- Aggressiveness Score P
- 0.00%
- Downside Volatility R
- 0.00%
- Time in Drawdown % R
- 0.00%
- VaR 95% R
- 0.00%
- VaR 99% R
- 0.00%
- CVaR 95% R
- 0.00%
- CVaR 99% R
- 0.00%
- Volatility of Drawdowns R
- 0.00%
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 0.00%
- Return Skewness C
- 0.00
- Return Kurtosis C
- 0.00
Disclosure & provenance
Month-end SEBI filings only; never invented zeros. Figures reconcile to SEBI TWRR for filed months (see Methodology).
SEBI is the source of authority. Know Your PMS does not invent missing months or recommend strategies. How we reconcile.
WhiteOak Capital Select Stocks Portfolio performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WhiteOak Capital Select Stocks Portfolio performed?
- WhiteOak Capital Select Stocks Portfolio (WHITEOAK CAPITAL ASSET MANAGEMENT LIMITED) shows CAGR 0.0% and max drawdown 0.0% on Know Your PMS from SEBI month-end TWRR filings. Incomplete windows stay Not reported. Learn more
- What is WhiteOak Capital Select Stocks Portfolio CAGR / max drawdown?
- CAGR is 0.0%; max drawdown is 0.0%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do WhiteOak Capital Select Stocks 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/5Y and since-inception need enough consecutive monthlies. Sparse tracks stay honest. 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 2–3 for your own diligence. Learn more