Know Your PMS · Monthly tearsheet
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO STP PLAN
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
8.36%
Total return
23.87%
Max drawdown
-18.46%
Sharpe
0.66
Sortino
0.74
Calmar
0.45
Win months
56.25%
Best / worst month
10.3% / -6.1%
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 | -0.15% | 2.13% | -0.17% | – | – | – | – | – | – | – | – | – | 1.80% |
2023 | -3.23% | -2.45% | -0.78% | 4.78% | 5.20% | 4.37% | 3.06% | 0.31% | 0.01% | -2.43% | 6.91% | 4.78% | 21.77% |
2022 | -3.75% | -4.23% | 2.66% | -2.95% | -5.47% | -6.08% | 10.29% | 4.87% | -1.66% | 3.06% | 0.58% | -3.66% | -7.39% |
2021 | – | – | – | – | – | – | – | 5.19% | 1.11% | 0.24% | -1.67% | 2.92% | 7.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jul_2023 | 18.46% | 18 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.43% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.67% | 1 mo |
| Mar_2024 | Mar_2024 | Ongoing | 0.17% | 1 mo · open |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.15% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
13.25%
Downside deviation
11.32%