- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Digital Leaders
+1.20%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Digital Leaders returned 1.20% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹51.15 crore across its clients.
Key numbers
- AUM
- ₹51.15 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.13×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.13% | −5.57% | −1.56% |
| 3 months | +6.66% | −3.59% | +10.25% |
| 6 months | +26.61% | +8.07% | +18.54% |
| 1 year | +1.20% | −2.33% | +3.53% |
| 2 years | −0.98% | −3.93% | +2.95% |
| 3 years | +10.20% | +9.20% | +1.00% |
| 4 years | +9.53% | +11.22% | −1.69% |
| Since inception | +3.81% | +8.90% | −5.09% |
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 equity98.59%₹50.43 Cr
- Cash and other1.41%₹0.72 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹3.23 Cr
- Net, Sep 2026
- −₹3.23 Cr
- Net, FY to date
- −₹22.54 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.13×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Digital Leaders returned?
1.20% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.13%; 3 months: 6.66%; 6 months: 26.61%; 1 year: 1.20%; 2 years: −0.98%; 3 years: 10.20%; 4 years: 9.53%; Since inception: 3.81%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 3.53 percentage points ahead.
How much does White Oak India Digital Leaders manage?
₹51.15 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 White Oak India Digital Leaders?
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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