- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
Research Picks II Portfolio Approach
+2.12%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s Research Picks II Portfolio Approach returned 2.12% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0.37 crore across its clients.
Key numbers
- AUM
- ₹0.37 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.01×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.56% | −5.57% | −1.99% |
| 3 months | −3.12% | −3.59% | +0.47% |
| 6 months | +18.26% | +8.07% | +10.19% |
| 1 year | +2.12% | −2.33% | +4.45% |
| 2 years | −3.29% | −3.93% | +0.64% |
| 3 years | +8.87% | +9.20% | −0.33% |
| Since inception | +10.87% | +10.80% | +0.07% |
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 equity94.59%₹0.35 Cr
- Cash and other5.41%₹0.02 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
- 0.01×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Research Picks II Portfolio Approach returned?
2.12% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.56%; 3 months: −3.12%; 6 months: 18.26%; 1 year: 2.12%; 2 years: −3.29%; 3 years: 8.87%; Since inception: 10.87%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 4.45 percentage points ahead.
How much does Research Picks II Portfolio Approach manage?
₹0.37 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 II 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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