White Oak Capital Management Consultants LLP
Equity, Debt · 12 investment approaches
Total AUM
₹9.6K Cr
Years Active
8.1
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% | — |