Know Your PMS · Monthly tearsheet
White Oak India Pioneers Equity ESG 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 Aug_202660 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
8.99%
Total return
53.79%
Max drawdown
-18.18%
Sharpe
0.67
Sortino
0.68
Calmar
0.49
Win months
53.33%
Best / worst month
10.4% / -11.8%
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 | -3.72% | -1.83% | -11.76% | 10.41% | 1.24% | 4.96% | 3.98% | 5.40% | – | – | – | – | 7.24% |
2025 | -5.48% | -6.61% | 6.83% | 2.50% | 2.87% | 4.62% | -3.01% | -1.85% | -0.64% | 4.23% | 1.01% | -1.49% | 2.05% |
2024 | -0.02% | 1.86% | -0.54% | 2.92% | -0.47% | 7.99% | 3.99% | 3.10% | 3.94% | -4.65% | 1.72% | -0.47% | 20.54% |
2023 | -3.40% | -1.60% | -0.22% | 3.93% | 5.79% | 4.17% | 1.95% | -0.19% | 0.19% | -1.86% | 6.22% | 4.07% | 20.15% |
2022 | -4.48% | -3.71% | 2.46% | -2.04% | -4.95% | -5.80% | 10.33% | 4.91% | -1.36% | 2.46% | 0.71% | -2.70% | -5.25% |
2021 | – | – | – | – | – | – | – | – | 0.00% | 0.97% | -1.67% | 3.15% | 2.41% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Aug_2026 | 18.18% | 13 mo |
| Jan_2022 | Jun_2022 | Jun_2023 | 17.34% | 17 mo |
| Oct_2024 | Feb_2025 | Jun_2025 | 14.79% | 8 mo |
| Aug_2023 | Oct_2023 | Nov_2023 | 1.86% | 3 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
4 mo
Ann. volatility
14.38%
Downside deviation
13.21%