- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Equity Portfolio
+6.20%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Equity Portfolio returned 6.20% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2.93 crore across its clients.
Key numbers
- AUM
- ₹2.93 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.23×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −6.14% | −5.57% | −0.57% |
| 3 months | +0.82% | −3.59% | +4.41% |
| 6 months | +16.20% | +8.07% | +8.13% |
| 1 year | +6.20% | −2.33% | +8.53% |
| 2 years | +3.72% | −3.93% | +7.65% |
| 3 years | +12.71% | +9.20% | +3.51% |
| 4 years | +13.00% | +11.22% | +1.78% |
| 5 years | +9.29% | +8.91% | +0.38% |
| Since inception | +14.32% | +11.48% | +2.84% |
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 equity98.29%₹2.88 Cr
- Cash and other1.71%₹0.05 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
- 0.23×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Equity Portfolio returned?
6.20% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −6.14%; 3 months: 0.82%; 6 months: 16.20%; 1 year: 6.20%; 2 years: 3.72%; 3 years: 12.71%; 4 years: 13.00%; 5 years: 9.29%; Since inception: 14.32%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 8.53 percentage points ahead.
How much does White Oak India Equity Portfolio manage?
₹2.93 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 Equity Portfolio?
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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