- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
Research Picks I Portfolio Approach
+4.79%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s Research Picks I Portfolio Approach returned 4.79% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.36 crore across its clients.
Key numbers
- AUM
- ₹0.36 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −8.55% | −5.57% | −2.98% |
| 3 months | −0.56% | −3.59% | +3.03% |
| 6 months | +17.07% | +8.07% | +9.00% |
| 1 year | +4.79% | −2.33% | +7.12% |
| 2 years | −2.00% | −3.93% | +1.93% |
| 3 years | +8.82% | +9.20% | −0.38% |
| Since inception | +10.60% | +10.80% | −0.20% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.22%₹0.35 Cr
- Cash and other2.78%₹0.01 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Research Picks I Portfolio Approach returned?
4.79% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −8.55%; 3 months: −0.56%; 6 months: 17.07%; 1 year: 4.79%; 2 years: −2.00%; 3 years: 8.82%; Since inception: 10.60%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.12 percentage points ahead.
How much does Research Picks I Portfolio Approach manage?
₹0.36 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Research Picks I Portfolio Approach?
Whiteoak Capital Asset Management, a SEBI-registered portfolio manager (INP000007766), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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