Know Your PMS · Monthly tearsheet
WHITE OAK INDIA SELECT 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
10.00%
Total return
28.94%
Max drawdown
-16.80%
Sharpe
0.78
Sortino
0.99
Calmar
0.60
Win months
53.13%
Best / worst month
10.8% / -6.4%
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 | 0.19% | 1.02% | 0.53% | – | – | – | – | – | – | – | – | – | 1.75% |
2023 | -2.52% | -0.66% | -0.30% | 5.70% | 5.91% | 2.13% | 1.62% | 0.63% | -0.27% | -0.97% | 5.83% | 5.11% | 24.01% |
2022 | -3.47% | -3.11% | 2.61% | -2.69% | -4.80% | -6.42% | 10.82% | 5.74% | -2.86% | 3.62% | 1.60% | -4.05% | -4.34% |
2021 | – | – | – | – | – | – | – | 6.64% | -0.66% | -1.14% | -0.96% | 2.99% | 6.82% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | May_2023 | 16.80% | 16 mo |
| Sep_2021 | Nov_2021 | Dec_2021 | 2.74% | 3 mo |
| Sep_2023 | Oct_2023 | Nov_2023 | 1.24% | 2 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
13.22%
Downside deviation
10.13%