Know Your PMS · Monthly tearsheet
WHITE OAK INDIA PIONEERS 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 Aug_202661 months filedBM: BenchmarkBM: BSE 500 TRIBM: BSE500TRI
CAGR
9.18%
Total return
56.27%
Max drawdown
-17.37%
Sharpe
0.69
Sortino
0.67
Calmar
0.53
Win months
60.66%
Best / worst month
10.7% / -10.9%
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 | -4.14% | -1.54% | -10.87% | 10.68% | 0.50% | 3.20% | 3.26% | 1.86% | – | – | – | – | 1.57% |
2025 | -4.90% | -7.07% | 7.28% | 2.60% | 3.57% | 4.28% | -2.73% | -1.63% | -0.39% | 3.92% | 0.76% | -1.58% | 3.19% |
2024 | -0.32% | 2.00% | 0.31% | 3.12% | 1.46% | 6.65% | 2.98% | 2.02% | 3.30% | -4.79% | 1.15% | -1.01% | 17.74% |
2023 | -3.26% | -2.50% | -0.53% | 4.72% | 5.02% | 4.59% | 2.86% | 0.21% | 0.32% | -2.60% | 6.67% | 5.19% | 21.96% |
2022 | -3.79% | -2.60% | 3.20% | -2.95% | -5.50% | -4.95% | 9.99% | 4.83% | -1.34% | 2.89% | 0.50% | -3.39% | -4.20% |
2021 | – | – | – | – | – | – | – | 5.24% | 1.30% | 0.22% | -1.70% | 3.19% | 8.38% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Jul_2025 | Mar_2026 | Ongoing | 17.37% | 14 mo · open |
| Oct_2024 | Feb_2025 | Jun_2025 | 15.75% | 8 mo |
| Jan_2022 | Jun_2022 | Jun_2023 | 15.70% | 17 mo |
| Oct_2023 | Oct_2023 | Nov_2023 | 2.60% | 1 mo |
| Nov_2021 | Nov_2021 | Dec_2021 | 1.70% | 1 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
8 mo
Longest loss streak
4 mo
Ann. volatility
13.98%
Downside deviation
13.66%