Strength
Shallow peak-to-trough
Worst drop was -10.5%. Typical drawdowns ran nearer -5.5%. Milder than most equity PMS paths on file.
Structure Product Series 5 (InCred-2) Performance
EQUITYNifty 50
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Oaks Asset Management Private Limited
Age: 66 months
Trailing return from filed months
- 1Y
- -1.93%
- 3Y
- -1.91%
- 5Y
- -2.02%
- CAGR
- -2.00%
- Max DD
- -10.54%
- Calmar
- -0.19
- Track
- 66 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.
Rolling CAGR (3Y)
-2.07%
Rolling CAGR (5Y)
-2.02%
Survivorship note
Universe includes currently available strategies. Discontinued or merged strategies are disclosed in our changelog.
Read of the numbers
Reported metrics only · not advice
Watch
Wins cluster in fewer months
Hit rate is only +9.1%. Gains arrive in bunches, so long red stretches are part of how this track works.
Watch
Often below a prior high
Roughly 98% of the track sat under a previous peak. New highs were the exception, not the week-to-week norm.
Total Return
-10.53%
Annualised Return
-2.00%
Hit Rate
9.09%
Maximum Drawdown
-10.54%
Annualised Volatility
0.86%
Sharpe Ratio
-2.33
Sortino Ratio
-1.14
Consistency Score
9.1%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- -0.96%
- Worst Year Return P
- -2.41%
- Median Annual Return P
- -1.92%
- Average Monthly Return P
- -0.17%
- Geometric Mean Return P
- -0.17%
- Average Drawdown P
- -5.47%
- Median Drawdown P
- -5.67%
- Max Drawdown Duration P
- 65 mo
- Average Drawdown Duration P
- 65 mo
- Return / Max Drawdown P
- -0.19
- Return / Avg Drawdown P
- -0.37
- Ulcer Index P
- 6.30%
- Positive Rolling Periods % P
- 0.00%
- Return Stability Score P
- 400.58
- Return Persistence P
- -0.48
- Worst Rolling 12M Return P
- -2.45%
- Best Rolling 12M Return P
- -1.89%
- Maximum Monthly Loss P
- -1.01%
- Worst 3-Month Period P
- -1.01%
- Worst 6-Month Period P
- -1.49%
- Return Smoothness Index P
- 232.08
- Pain Adjusted Return P
- -0.37%
- Worst Case Investor Entry P
- -2.45%
- Capital Preservation Score P
- 89.46%
- Aggressiveness Score P
- 0.25%
- Recovery Efficiency P
- -0.04
- Downside Volatility R
- 0.52%
- Upside Volatility R
- 0.00%
- Time in Drawdown % R
- 98.48%
- VaR 95% R
- -0.58%
- VaR 99% R
- -0.75%
- CVaR 95% R
- -1.01%
- CVaR 99% R
- -1.01%
- Semi Variance R
- 0.0000
- Volatility of Drawdowns R
- 3.14%
- CAGR per Unit Drawdown R
- -0.19
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- -2.41%
- Return Skewness C
- -1.06
- Return Kurtosis C
- 0.09
- Coefficient of Variation C
- -1.48
- Calmar Ratio C
- -0.19
- Sterling Ratio C
- -0.19
- Burke Ratio C
- -0.19
Filings
Month-end SEBI filings. Missing months stay blank.
Structure Product Series 5 (InCred-2) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Structure Product Series 5 (InCred-2) performed?
- Structure Product Series 5 (InCred-2) (Oaks Asset Management Private Limited) shows CAGR -2.00% and max drawdown -10.54% 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 Structure Product Series 5 (InCred-2) CAGR / max drawdown?
- CAGR is -2.00%; max drawdown is -10.54%. We only publish CAGR when there are enough months (≥12 on this track of 66 months). Learn more
- Where do Structure Product Series 5 (InCred-2) 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 Structure Product Series 5 (InCred-2)?
- 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