Know Your PMS · Monthly tearsheet
WHITE OAK INDIA EQUITY PORTFOLIO
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Mar_202432 months filed
CAGR
9.34%
Total return
26.88%
Max drawdown
-18.16%
Sharpe
0.72
Sortino
0.85
Calmar
0.51
Win months
53.13%
Best / worst month
10.8% / -6.0%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -0.57% | 0.68% | -0.73% | – | – | – | – | – | – | – | – | – | -0.62% |
2023 | -3.76% | -1.67% | -0.21% | 4.79% | 6.13% | 4.35% | 2.05% | 1.25% | 0.52% | -1.84% | 6.39% | 5.02% | 24.84% |
2022 | -3.64% | -4.48% | 3.71% | -3.27% | -5.95% | -5.76% | 10.84% | 4.84% | -1.48% | 2.75% | 1.03% | -3.60% | -6.24% |
2021 | – | – | – | – | – | – | – | 5.11% | 1.69% | -0.06% | -1.47% | 3.64% | 9.08% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 18.16% | 17 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 1.84% | 1 mo |
| Oct_2021 | Nov_2021 | Dec_2021 | 1.53% | 2 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.73% | 1 mo · open |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.57% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.51%
Downside deviation
11.00%