- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Pioneers Equity Portfolio
−1.01%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Pioneers Equity Portfolio returned −1.01% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹2,618 crore across its clients.
Key numbers
- AUM
- ₹2,618 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.84×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.44% | −5.57% | +0.13% |
| 3 months | −0.54% | −3.59% | +3.05% |
| 6 months | +14.18% | +8.07% | +6.11% |
| 1 year | −1.01% | −2.33% | +1.32% |
| 2 years | −2.79% | −3.93% | +1.14% |
| 3 years | +8.46% | +9.20% | −0.74% |
| 4 years | +9.20% | +11.22% | −2.02% |
| 5 years | +6.21% | +8.91% | −2.70% |
| Since inception | +13.98% | +12.71% | +1.27% |
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 equity97.96%₹2,564 Cr
- Cash and other2.04%₹53.43 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹3.08 Cr
- Outflow, Sep 2026
- ₹127 Cr
- Net, Sep 2026
- −₹124 Cr
- Net, FY to date
- −₹690 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 0.84×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Pioneers Equity Portfolio returned?
−1.01% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.44%; 3 months: −0.54%; 6 months: 14.18%; 1 year: −1.01%; 2 years: −2.79%; 3 years: 8.46%; 4 years: 9.20%; 5 years: 6.21%; Since inception: 13.98%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.32 percentage points ahead.
How much does White Oak India Pioneers Equity Portfolio manage?
₹2,618 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 Pioneers 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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