- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
WhiteOak Capital Research Select Equity Portfolio
−3.61%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s WhiteOak Capital Research Select Equity Portfolio returned −3.61% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹20.97 crore across its clients.
Key numbers
- AUM
- ₹20.97 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.33×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.65% | −5.57% | −0.08% |
| 3 months | −2.58% | −3.59% | +1.01% |
| 6 months | +8.94% | +8.07% | +0.87% |
| 1 year | −3.61% | −2.33% | −1.28% |
| 2 years | −3.14% | −3.93% | +0.79% |
| Since inception | +3.35% | +2.54% | +0.81% |
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 equity99.05%₹20.77 Cr
- Cash and other0.95%₹0.20 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.10 Cr
- Net, Sep 2026
- −₹0.09 Cr
- Net, FY to date
- −₹0.60 Cr
- Turnover, month
- 0.02×
- Turnover, past year
- 0.33×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has WhiteOak Capital Research Select Equity Portfolio returned?
−3.61% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.65%; 3 months: −2.58%; 6 months: 8.94%; 1 year: −3.61%; 2 years: −3.14%; Since inception: 3.35%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.28 percentage points behind.
How much does WhiteOak Capital Research Select Equity Portfolio manage?
₹20.97 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 WhiteOak Capital Research 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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