Know Your PMS · Monthly tearsheet
WHITE OAK INDIA PIONEERS 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
10.07%
Total return
29.15%
Max drawdown
-15.70%
Sharpe
0.80
Sortino
0.94
Calmar
0.64
Win months
59.38%
Best / worst month
10.0% / -5.5%
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 | -0.32% | 2.00% | 0.31% | – | – | – | – | – | – | – | – | – | 1.99% |
2023 | -3.26% | -2.50% | -0.53% | 4.72% | 5.02% | 4.59% | 2.86% | 0.21% | 0.32% | -2.60% | 6.67% | 5.19% | 21.96% |
2022 | -3.79% | -2.60% | 3.20% | -2.95% | -5.50% | -4.95% | 9.99% | 4.83% | -1.34% | 2.89% | 0.50% | -3.39% | -4.20% |
2021 | – | – | – | – | – | – | – | 5.24% | 1.30% | 0.22% | -1.70% | 3.19% | 8.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jun_2023 | 15.70% | 17 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.60% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.70% | 1 mo |
| Jan_2024 | Jan_2024 | Feb_2024 | 0.32% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
12.76%
Downside deviation
10.73%