Whiteoak Capital Asset Management Limited
Equity, Debt · 12 investment approaches
Total AUM
₹3.8K Cr
Years Active
7.5
AUM Change (3M)
-15.6%
AUM Change (1Y)
-27.8%
Min Investment
₹50L
Schemes
12
| Scheme | Category | AUM | 1M | 1Y | 3Y | SI | Sharpe |
|---|---|---|---|---|---|---|---|
White Oak India Equity Portfolio Approach | Equity | ₹4 Cr | -3.38% | +11.44% | +18.34% | +15.36% | 0.59 |
WhiteOak India Business Leaders PMS | Equity | ₹77 Cr | -2.91% | +6.71% | +14.18% | +11.66% | 0.17 |
WhiteOak Capital Research Select Equity Portfolio Approach | Equity | ₹22 Cr | -3.03% | +6.58% | — | +6.83% | 0.00 |
White Oak India Liquid Portfolio | Debt | ₹5 Cr | +0.40% | +5.12% | +5.75% | +4.94% | — |
White Oak India Pioneers Equity Portfolio | Equity | ₹3.5K Cr | -4.14% | +4.02% | +13.67% | +15.30% | 0.04 |
White Oak India Pioneers Equity ESG Portfolio | Equity | ₹1 Cr | -3.72% | +3.96% | +13.79% | +7.63% | 0.14 |
White Oak India Pioneers Equity Portfolio STP Plan | Equity | ₹73 Cr | -4.06% | +3.80% | +13.50% | +11.67% | 0.04 |
Research Picks I Portfolio Approach | Equity | ₹0 Cr | -3.45% | +0.93% | +13.60% | +12.03% | 0.06 |
White Oak India Digital Leaders | Equity | ₹71 Cr | -5.22% | +0.56% | +14.58% | +3.15% | 0.00 |
Research Picks II Portfolio Approach | Equity | ₹0 Cr | -4.25% | -0.37% | +12.68% | +11.11% | -0.10 |
Key Picks Portfolio Approach | Equity | ₹0 Cr | -4.88% | -1.30% | +12.47% | +10.76% | -0.17 |
White Oak India Select Equity Portfolio | Equity | ₹58 Cr | -4.29% | -1.73% | +13.79% | +11.39% | 0.02 |