White Oak Capital Management Consultants LLP

Equity, Debt · 12 investment approaches

Total AUM

₹9.6K Cr

Years Active

8.2

AUM Change (3M)

-32.5%

AUM Change (1Y)

+74.6%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
Key Picks Portfolio Approach	Equity	₹0 Cr	-0.21%	+34.94%	-	+20.69%	2.65
WHITE OAK INDIA DIGITAL LEADERS	Equity	₹113 Cr	-0.29%	+34.94%	-	+0.15%	2.56
Research Picks II Portfolio Approach	Equity	₹0 Cr	-1.09%	+33.86%	-	+20.02%	2.54
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO	Equity	₹6.2K Cr	+0.31%	+32.57%	+13.57%	+18.02%	2.59
WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO STP PLAN	Equity	₹119 Cr	-0.17%	+32.36%	+12.50%	+13.92%	2.55
White Oak India Equity Portfolio Approach	Equity	₹5 Cr	-0.73%	+31.36%	+14.23%	+15.59%	2.45
WHITE OAK INDIA SELECT EQUITY PORTFOLIO	Equity	₹123 Cr	+0.53%	+30.67%	+14.57%	+12.76%	2.62
WhiteOak India Business Leaders PMS	Equity	₹188 Cr	+1.45%	+29.74%	+12.94%	+13.20%	2.41
Research Picks I Portfolio Approach	Equity	₹0 Cr	-0.88%	+28.62%	-	+18.21%	2.21
White Oak India Pioneers Equity ESG Portfolio	Equity	₹8 Cr	-0.54%	+28.32%	-	+6.74%	2.31
WHITE OAK INDIA EQUITY PORTFOLIO (FPI)	Equity	₹2.8K Cr	+9.45%	+7.15%	+6.94%	+10.33%	0.95
WHITE OAK INDIA LIQUID PORTFOLIO	Debt	₹28 Cr	+0.90%	+6.20%	+4.86%	+4.67%	-

Key Picks Portfolio Approach

WHITE OAK INDIA DIGITAL LEADERS

Research Picks II Portfolio Approach

WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO

WHITE OAK INDIA PIONEERS EQUITY PORTFOLIO STP PLAN

White Oak India Equity Portfolio Approach

WHITE OAK INDIA SELECT EQUITY PORTFOLIO

WhiteOak India Business Leaders PMS

Research Picks I Portfolio Approach

White Oak India Pioneers Equity ESG Portfolio

WHITE OAK INDIA EQUITY PORTFOLIO (FPI)

WHITE OAK INDIA LIQUID PORTFOLIO