- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Pioneers Equity Portfolio STP Plan
−1.48%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Pioneers Equity Portfolio STP Plan returned −1.48% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹56.23 crore across its clients.
Key numbers
- AUM
- ₹56.23 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.69×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.60% | −5.57% | −0.03% |
| 3 months | −0.50% | −3.59% | +3.09% |
| 6 months | +13.83% | +8.07% | +5.76% |
| 1 year | −1.48% | −2.33% | +0.85% |
| 2 years | −3.07% | −3.93% | +0.86% |
| 3 years | +8.22% | +9.20% | −0.98% |
| 4 years | +8.97% | +11.22% | −2.25% |
| 5 years | +5.82% | +8.91% | −3.09% |
| Since inception | +10.29% | +15.79% | −5.50% |
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 equity98.03%₹55.12 Cr
- Cash and other1.97%₹1.11 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹2.56 Cr
- Net, Sep 2026
- −₹2.56 Cr
- Net, FY to date
- −₹11.44 Cr
- Turnover, month
- 0.04×
- Turnover, past year
- 0.69×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Pioneers Equity Portfolio STP Plan returned?
−1.48% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.60%; 3 months: −0.50%; 6 months: 13.83%; 1 year: −1.48%; 2 years: −3.07%; 3 years: 8.22%; 4 years: 8.97%; 5 years: 5.82%; Since inception: 10.29%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.85 percentage points ahead.
How much does White Oak India Pioneers Equity Portfolio STP Plan manage?
₹56.23 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 STP Plan?
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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