- Manager
- Whiteoak Capital Asset Management
- Service
- Discretionary
- Asset class
- Equity
WhiteOak India Business Leaders PMS
−1.25%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Whiteoak Capital Asset Management’s WhiteOak India Business Leaders PMS returned −1.25% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹48.21 crore across its clients.
Key numbers
- AUM
- ₹48.21 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.99×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.76% | −5.57% | −0.19% |
| 3 months | −2.04% | −3.59% | +1.55% |
| 6 months | +9.97% | +8.07% | +1.90% |
| 1 year | −1.25% | −2.33% | +1.08% |
| 2 years | −2.54% | −3.93% | +1.39% |
| 3 years | +8.52% | +9.20% | −0.68% |
| 4 years | +8.83% | +11.22% | −2.39% |
| 5 years | +6.04% | +8.91% | −2.87% |
| Since inception | +9.74% | +12.33% | −2.59% |
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 equity98.71%₹47.59 Cr
- Cash and other1.29%₹0.62 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹4.28 Cr
- Net, Sep 2026
- −₹4.28 Cr
- Net, FY to date
- −₹25.04 Cr
- Turnover, month
- 0.13×
- Turnover, past year
- 0.99×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has WhiteOak India Business Leaders PMS returned?
−1.25% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.76%; 3 months: −2.04%; 6 months: 9.97%; 1 year: −1.25%; 2 years: −2.54%; 3 years: 8.52%; 4 years: 8.83%; 5 years: 6.04%; Since inception: 9.74%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.08 percentage points ahead.
How much does WhiteOak India Business Leaders PMS manage?
₹48.21 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 India Business Leaders PMS?
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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