Since 2y 8mShort track · Mar 2024Dormant
Strategy performance
WHITE OAK INDIA EQUITY PORTFOLIO
White Oak Capital Management Consultants LLP · AUM Not reported · as of Mar 2024
Our read
₹100 grew to ₹126.9 since inception (+9.3% CAGR), with a max drawdown of −18.2%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+9.3%
Max drawdown
−18.2%
Volatility
+13.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
WHITE OAK INDIA EQUITY PORTFOLIO₹126.9Mar 24
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | −0.6% | +0.7% | −0.7% | −0.6% | |||||||||
| 2023 | −3.8% | −1.7% | −0.2% | +4.8% | +6.1% | +4.3% | +2.0% | +1.3% | +0.5% | −1.8% | +6.4% | +5.0% | +24.8% |
| 2022 | −3.6% | −4.5% | +3.7% | −3.3% | −6.0% | −5.8% | +10.8% | +4.8% | −1.5% | +2.8% | +1.0% | −3.6% | −6.2% |
| 2021 | +5.1% | +1.7% | −0.1% | −1.5% | +3.6% | +9.1% |
Metrics
Tearsheet- 1M return
- −0.7%
- 3M return
- −0.6%
- 6M return
- +9.0%
- 1Y return
- +31.4%
- 2Y CAGR
- +10.4%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +9.3%
- Total return
- +26.9%
- Average month
- +0.8%
- Median month
- +0.6%
- Average up month
- +3.8%
- Best month
- +10.8%
- Best rolling 12M
- +32.1%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Mar 2024. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
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