Know Your PMS · Monthly tearsheet
WHITE OAK INDIA PIONEERS EQUITY ESG 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_202431 months filed
CAGR
6.65%
Total return
18.09%
Max drawdown
-17.34%
Sharpe
0.57
Sortino
0.66
Calmar
0.38
Win months
48.39%
Best / worst month
10.3% / -5.8%
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 | -0.02% | 1.86% | -0.54% | – | – | – | – | – | – | – | – | – | 1.29% |
2023 | -3.40% | -1.60% | -0.22% | 3.93% | 5.79% | 4.17% | 1.95% | -0.19% | 0.19% | -1.86% | 6.22% | 4.07% | 20.15% |
2022 | -4.48% | -3.71% | 2.46% | -2.04% | -4.95% | -5.80% | 10.33% | 4.91% | -1.36% | 2.46% | 0.71% | -2.70% | -5.25% |
2021 | – | – | – | – | – | – | – | – | 0.00% | 0.97% | -1.67% | 3.15% | 2.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 17.34% | 17 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 1.86% | 3 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.67% | 1 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.54% | 1 mo · open |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.02% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
4 mo
Ann. volatility
12.41%
Downside deviation
10.04%