Watch
Often below a prior high
Roughly 69% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
White OAK India Equity Portfolio 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: 32 months
Trailing return from filed months
- 1Y
- 31.37%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 9.34%
- Max DD
- -18.16%
- Calmar
- 0.51
- Track
- 32 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
Total Return
26.88%
Annualised Return
9.34%
Hit Rate
53.13%
Maximum Drawdown
-18.16%
Annualised Volatility
13.73%
Sharpe Ratio
0.72
Sortino Ratio
0.85
Consistency Score
53.1%
PPerformance(31)RRisk(13)CConsistency(9)
- Best Year Return P
- 24.84%
- Worst Year Return P
- -6.24%
- Median Annual Return P
- 4.23%
- Average Monthly Return P
- 0.82%
- Geometric Mean Return P
- 0.75%
- Average Drawdown P
- -4.20%
- Median Drawdown P
- -2.29%
- Max Drawdown Duration P
- 17 mo
- Average Drawdown Duration P
- 4 mo
- Time to Recovery P
- 17 mo
- Return / Max Drawdown P
- 0.51
- Return / Avg Drawdown P
- 2.23
- Ulcer Index P
- 6.33%
- Positive Rolling Periods % P
- 46.88%
- Return Stability Score P
- 25.23
- Return Persistence P
- 0.20
- Worst Rolling 12M Return P
- -7.24%
- Best Rolling 12M Return P
- 32.06%
- Maximum Monthly Loss P
- -5.95%
- Worst 3-Month Period P
- -14.27%
- Worst 6-Month Period P
- -18.16%
- Return Smoothness Index P
- 19.80
- Pain Adjusted Return P
- 2.23%
- Worst Case Investor Entry P
- -7.24%
- Capital Preservation Score P
- 81.84%
- Aggressiveness Score P
- 3.96%
- Recovery Efficiency P
- 0.36
- Downside Volatility R
- 6.70%
- Upside Volatility R
- 9.11%
- Time in Drawdown % R
- 68.75%
- VaR 95% R
- -5.70%
- VaR 99% R
- -8.40%
- CVaR 95% R
- -5.86%
- CVaR 99% R
- -8.40%
- Semi Variance R
- 0.0004
- Volatility of Drawdowns R
- 4.82%
- CAGR per Unit Drawdown R
- 0.51
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -6.24%
- Return Skewness C
- 0.31
- Return Kurtosis C
- -0.19
- Coefficient of Variation C
- 4.82
- Calmar Ratio C
- 0.51
- Sterling Ratio C
- 0.51
- Burke Ratio C
- 0.51
Filings
Month-end SEBI filings. Missing months stay blank.
WHITE OAK INDIA EQUITY PORTFOLIO performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WHITE OAK INDIA EQUITY PORTFOLIO performed?
- WHITE OAK INDIA EQUITY PORTFOLIO (White Oak Capital Management Consultants LLP) shows CAGR 9.34% and max drawdown -18.16% 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 EQUITY PORTFOLIO CAGR / max drawdown?
- CAGR is 9.34%; max drawdown is -18.16%. We only publish CAGR when there are enough months (≥12 on this track of 32 months). Learn more
- Where do WHITE OAK INDIA EQUITY 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 EQUITY 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