- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Pioneers Equity ESG Portfolio
+11.23%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Pioneers Equity ESG Portfolio returned 11.23% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹0 across its clients.
Key numbers
- AUM
- ₹0
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 5.62×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | — | −5.57% | — |
| 3 months | +9.60% | −3.59% | +13.19% |
| 6 months | +28.58% | +8.07% | +20.51% |
| 1 year | +11.23% | −2.33% | +13.56% |
| 2 years | +2.79% | −3.93% | +6.72% |
| 3 years | +12.69% | +9.20% | +3.49% |
| 4 years | +12.32% | +11.22% | +1.10% |
| 5 years | +9.00% | +8.91% | +0.09% |
| Since inception | +8.89% | +9.49% | −0.60% |
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.
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- −₹0.76 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 5.62×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Pioneers Equity ESG Portfolio returned?
11.23% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 3 months: 9.60%; 6 months: 28.58%; 1 year: 11.23%; 2 years: 2.79%; 3 years: 12.69%; 4 years: 12.32%; 5 years: 9.00%; Since inception: 8.89%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 13.56 percentage points ahead.
How much does White Oak India Pioneers Equity ESG Portfolio manage?
₹0 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 Pioneers Equity ESG 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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