Watch
A lot of bounce, little payoff
Vol ran at +16.7% annualised while Sharpe stayed at 0.34. You sat through noise that barely showed up in the result.
White OAK India Digital Leaders Performance
Dormant · no recent filingsFiled monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
White Oak Capital Management Consultants LLP
Age: 27 months
Trailing return from filed months
- 1Y
- 34.92%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 4.39%
- Max DD
- -19.56%
- Calmar
- 0.22
- Track
- 27 months
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
Ugly trailing 12-month prints
Worst rolling year hit -17.2%. The best rolling year was +34.9%, so trailing windows swing hard both ways. One bad trailing window is a poor reason to judge the whole path.
Watch
Often below a prior high
Roughly 85% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
10.14%
Annualised Return
4.39%
Hit Rate
51.85%
Maximum Drawdown
-19.56%
Annualised Volatility
16.69%
Sharpe Ratio
0.34
Sortino Ratio
0.28
Consistency Score
51.9%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 23.47%
- Worst Year Return P
- -13.01%
- Median Annual Return P
- 2.55%
- Average Monthly Return P
- 0.47%
- Geometric Mean Return P
- 0.36%
- Average Drawdown P
- -7.32%
- Median Drawdown P
- -6.60%
- Max Drawdown Duration P
- 21 mo
- Average Drawdown Duration P
- 8 mo
- Time to Recovery P
- 21 mo
- Return / Max Drawdown P
- 0.22
- Return / Avg Drawdown P
- 0.60
- Ulcer Index P
- 9.53%
- Positive Rolling Periods % P
- 40.74%
- Return Stability Score P
- 20.75
- Return Persistence P
- 0.08
- Worst Rolling 12M Return P
- -17.19%
- Best Rolling 12M Return P
- 34.92%
- Maximum Monthly Loss P
- -7.76%
- Worst 3-Month Period P
- -18.19%
- Worst 6-Month Period P
- -19.56%
- Return Smoothness Index P
- 15.01
- Pain Adjusted Return P
- 0.60%
- Worst Case Investor Entry P
- -17.19%
- Capital Preservation Score P
- 80.44%
- Aggressiveness Score P
- 4.82%
- Recovery Efficiency P
- 0.13
- Downside Volatility R
- 9.06%
- Upside Volatility R
- 11.45%
- Time in Drawdown % R
- 85.19%
- VaR 95% R
- -7.46%
- VaR 99% R
- -10.74%
- CVaR 95% R
- -7.76%
- CVaR 99% R
- -10.74%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 6.22%
- CAGR per Unit Drawdown R
- 0.22
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -13.01%
- Return Skewness C
- 0.29
- Return Kurtosis C
- 0.07
- Coefficient of Variation C
- 10.28
- Calmar Ratio C
- 0.22
- Sterling Ratio C
- 0.22
- Burke Ratio C
- 0.22
Filings
Month-end SEBI filings. Missing months stay blank.
WHITE OAK INDIA DIGITAL LEADERS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WHITE OAK INDIA DIGITAL LEADERS performed?
- WHITE OAK INDIA DIGITAL LEADERS (White Oak Capital Management Consultants LLP) shows CAGR 4.39% and max drawdown -19.56% 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 DIGITAL LEADERS CAGR / max drawdown?
- CAGR is 4.39%; max drawdown is -19.56%. We only publish CAGR when there are enough months (≥12 on this track of 27 months). Learn more
- Where do WHITE OAK INDIA DIGITAL LEADERS 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 DIGITAL LEADERS?
- 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