Strategy performance
WhiteOak India Business Leaders PMS
Whiteoak Capital Asset Management Limited · AUM ₹55.6 Cr · as of Aug 2026
Our read
₹100 grew to ₹144.1 since inception (+10.2% CAGR), with a max drawdown of −14.5%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+10.8%
Since inception
+10.2%
Max drawdown
−14.5%
Volatility
+13.2%
Peer position
Loading peer ranks…
Performance
WhiteOak India Business Leaders PMS₹144.1Aug 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.9% | −0.7% | −10.8% | +9.7% | −0.2% | +2.5% | +3.4% | +0.5% | +0.4% | ||||
| 2025 | −4.3% | −5.9% | +6.8% | +2.8% | +2.5% | +4.3% | −3.1% | −1.9% | +0.3% | +3.6% | +1.4% | −0.7% | +5.2% |
| 2024 | −0.8% | +2.0% | +1.4% | +1.9% | +1.7% | +6.8% | +3.4% | +1.8% | +3.4% | −5.2% | +1.7% | −1.1% | +17.9% |
| 2023 | −3.3% | −2.0% | −0.1% | +5.0% | +4.4% | +4.0% | +2.1% | −0.6% | +0.3% | −2.4% | +5.7% | +5.6% | +19.6% |
| 2022 | −3.3% | −3.3% |
Metrics
Tearsheet- 1M return
- +0.5%
- 3M return
- +6.6%
- 6M return
- +4.1%
- 1Y return
- +5.1%
- 2Y CAGR
- +2.1%
- 3Y CAGR
- +10.8%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +10.2%
- Total return
- +44.1%
- Average month
- +0.9%
- Median month
- +1.5%
- Average up month
- +3.3%
- Best month
- +9.7%
- Best rolling 12M
- +34.6%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Aug 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
WhiteOak India Business Leaders PMS performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has WhiteOak India Business Leaders PMS performed?
- WhiteOak India Business Leaders PMS (Whiteoak Capital Asset Management Limited) shows CAGR 10.23% and max drawdown -14.54% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is WhiteOak India Business Leaders PMS CAGR / max drawdown?
- CAGR is 10.23%; max drawdown is -14.54%. We only publish CAGR when there are enough months (≥12 on this track of 45 months). Learn more
- Where do WhiteOak India Business Leaders PMS returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite WhiteOak India Business Leaders PMS?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more