Know Your PMS · Monthly tearsheet
WhiteOak India Business Leaders PMS
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 Aug_202645 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
10.23%
Total return
44.10%
Max drawdown
-14.54%
Sharpe
0.81
Sortino
0.79
Calmar
0.70
Win months
60.00%
Best / worst month
9.7% / -10.8%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | -2.91% | -0.66% | -10.78% | 9.69% | -0.17% | 2.52% | 3.42% | 0.52% | – | – | – | – | 0.43% |
2025 | -4.32% | -5.86% | 6.79% | 2.78% | 2.50% | 4.31% | -3.13% | -1.91% | 0.33% | 3.62% | 1.41% | -0.69% | 5.16% |
2024 | -0.80% | 2.05% | 1.45% | 1.88% | 1.67% | 6.75% | 3.40% | 1.76% | 3.40% | -5.18% | 1.74% | -1.05% | 17.94% |
2023 | -3.25% | -2.05% | -0.08% | 4.95% | 4.44% | 3.97% | 2.07% | -0.59% | 0.31% | -2.42% | 5.65% | 5.64% | 19.62% |
2022 | – | – | – | – | – | – | – | – | – | – | – | -3.28% | -3.28% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Dec_2025 | Mar_2026 | Ongoing | 14.54% | 9 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.02% | 8 mo |
| Dec_2022 | Mar_2023 | May_2023 | 8.41% | 5 mo |
| Jul_2025 | Aug_2025 | Nov_2025 | 4.98% | 4 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 2.69% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
13.05%
Downside deviation
12.97%