- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
White Oak India Select Equity Portfolio
−1.73%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s White Oak India Select Equity Portfolio returned −1.73% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹6.72 crore across its clients.
Key numbers
- AUM
- ₹6.72 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 2.60×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −7.63% | −5.57% | −2.06% |
| 3 months | −1.68% | −3.59% | +1.91% |
| 6 months | +17.04% | +8.07% | +8.97% |
| 1 year | −1.73% | −2.33% | +0.60% |
| 2 years | −4.11% | −3.93% | −0.18% |
| 3 years | +8.80% | +9.20% | −0.40% |
| 4 years | +10.00% | +11.22% | −1.22% |
| 5 years | +6.94% | +8.91% | −1.97% |
| Since inception | +10.53% | +11.46% | −0.93% |
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 equity99.26%₹6.67 Cr
- Cash and other0.74%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.48 Cr
- Net, Sep 2026
- −₹0.48 Cr
- Net, FY to date
- −₹10.01 Cr
- Turnover, month
- 0.12×
- Turnover, past year
- 2.60×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has White Oak India Select Equity Portfolio returned?
−1.73% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −7.63%; 3 months: −1.68%; 6 months: 17.04%; 1 year: −1.73%; 2 years: −4.11%; 3 years: 8.80%; 4 years: 10.00%; 5 years: 6.94%; Since inception: 10.53%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.60 percentage points ahead.
How much does White Oak India Select Equity Portfolio manage?
₹6.72 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 Select 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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