Know Your PMS · Monthly tearsheet
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO STP PLAN
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_202661 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
8.22%
Total return
49.42%
Max drawdown
-18.46%
Sharpe
0.62
Sortino
0.59
Calmar
0.45
Win months
59.02%
Best / worst month
10.5% / -11.1%
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 | -4.06% | -1.44% | -11.06% | 10.46% | 0.56% | 2.99% | 3.34% | 1.99% | – | – | – | – | 1.40% |
2025 | -4.88% | -6.94% | 7.25% | 2.52% | 3.68% | 4.15% | -2.73% | -1.61% | -0.58% | 3.98% | 0.80% | -1.82% | 2.90% |
2024 | -0.15% | 2.13% | -0.17% | 3.23% | 1.43% | 6.47% | 3.20% | 2.15% | 3.14% | -4.64% | 1.27% | -1.24% | 17.69% |
2023 | -3.23% | -2.45% | -0.78% | 4.78% | 5.20% | 4.37% | 3.06% | 0.31% | 0.01% | -2.43% | 6.91% | 4.78% | 21.77% |
2022 | -3.75% | -4.23% | 2.66% | -2.95% | -5.47% | -6.08% | 10.29% | 4.87% | -1.66% | 3.06% | 0.58% | -3.66% | -7.39% |
2021 | – | – | – | – | – | – | – | 5.19% | 1.11% | 0.24% | -1.67% | 2.92% | 7.89% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jan_2022 | Jun_2022 | Jul_2023 | 18.46% | 18 mo |
| Jul_2025 | Mar_2026 | Ongoing | 17.66% | 14 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 15.58% | 8 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.43% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.67% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
6 mo
Longest loss streak
4 mo
Ann. volatility
14.18%
Downside deviation
13.84%