Category
III
Strategy
Long-only
Fund house
White Oak Capital Management Consultants

India Equity Fund VI

+8.91%

1-year return, after expenses and tax

Benchmark NIFTY 500 & Debt Composite Index · data as of 31 Aug 2026

India Equity Fund VI, a Category III long-only AIF from White Oak Capital Management Consultants, returned 8.91% (after expenses and tax) in the year to 31 Aug 2026. It began on 24 Nov 2022 and manages ₹659 crore.

Key numbers

AUM
₹659 Cr
Benchmark
NIFTY 500 & Debt Composite Index
Launched
24 Nov 2022
Min. investment
₹1 crore
Returns basis
After expenses and tax

Returns

India Equity Fund VI returns against the NIFTY 500 & Debt Composite Index
PeriodThis fundNIFTY 500 & Debt Composite Index
1 month+3.01%−0.09%
3 months+9.88%+3.86%
6 months+11.18%+1.43%
1 year+8.91%+4.72%
2 years+4.35%−0.11%
3 years+13.90%+12.09%
Since inception+60.86%+52.99%

After expenses and tax, as White Oak Capital Management Consultants reports them, to 31 Aug 2026. AIFs report returns on different bases, so compare like with like.

Fund details

Category
Category III
Strategy
Long-only
Market-cap style
Multi / flexi cap
Asset type
Equity
Benchmark
NIFTY 500 & Debt Composite Index
Fund manager
White Oak Capital Management Consultants LLP

Market-cap mix

  • Large cap39.31%
  • Mid cap15.07%
  • Small cap43.25%
  • Other1.58%
  • Cash0.80%

The five largest holdings are 18.00% of the portfolio.

Investment approach

To achieve superior returns over time by investing in great business at attractive valuations.

Bottom up stock selection based approach

FAQs

What has India Equity Fund VI returned?

8.91% (1-year return) to 31 Aug 2026, after expenses and tax, as White Oak Capital Management Consultants reports it. 1 month: 3.01%; 3 months: 9.88%; 6 months: 11.18%; 1 year: 8.91%; 2 years: 4.35%; 3 years: 13.90%; Since inception: 60.86%.

What kind of AIF is India Equity Fund VI?

A Category III AIF following a long-only strategy, with a multi / flexi cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.

How much does India Equity Fund VI manage?

₹659 crore as of 31 Aug 2026.

What is the minimum investment in an AIF?

SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). India Equity Fund VI’s stated minimum is ₹1 crore.

Who manages India Equity Fund VI?

White Oak Capital Management Consultants runs it; the fund manager is White Oak Capital Management Consultants LLP.

How are AIF returns reported?

Each fund house reports its own returns on its own basis: India Equity Fund VI’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.

For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.

Full disclaimer

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