Whiteoak Capital Asset Management Limited

Equity, Debt · 12 investment approaches

Total AUM

₹3.1K Cr

Years Active

8.0

AUM Change (3M)

-4.3%

AUM Change (1Y)

-31.0%

Min Investment

₹50L

Schemes

12

Scheme	Category	AUM	1M	1Y	3Y	SI	Sharpe
White Oak India Equity Portfolio Approach	Equity	₹3 Cr	+3.88%	+13.04%	+15.31%	+15.39%	0.53
Research Picks I Portfolio Approach	Equity	₹0 Cr	+2.18%	+12.47%	+12.32%	+13.57%	0.25
White Oak India Pioneers Equity ESG Portfolio	Equity	-	+5.40%	+10.52%	+12.77%	+9.04%	0.28
Research Picks II Portfolio Approach	Equity	₹0 Cr	+1.15%	+9.67%	+11.74%	+13.53%	0.18
White Oak India Digital Leaders	Equity	₹58 Cr	+6.46%	+7.55%	+13.36%	+5.54%	0.20
Key Picks Portfolio Approach	Equity	₹0 Cr	+1.37%	+7.46%	+10.24%	+12.47%	0.08
WhiteOak India Business Leaders PMS	Equity	₹56 Cr	+0.52%	+5.13%	+10.80%	+11.06%	0.09
White Oak India Liquid Portfolio	Debt	₹3 Cr	+0.41%	+5.03%	+5.64%	+4.96%	-
White Oak India Pioneers Equity Portfolio	Equity	₹2.9K Cr	+1.86%	+4.28%	+10.61%	+14.94%	0.08
White Oak India Pioneers Equity Portfolio STP Plan	Equity	₹62 Cr	+1.99%	+3.74%	+10.32%	+11.51%	0.07
White Oak India Select Equity Portfolio	Equity	₹8 Cr	+1.53%	+3.45%	+11.61%	+11.75%	0.14
WhiteOak Capital Research Select Equity Portfolio Approach	Equity	₹22 Cr	+0.46%	+2.85%	+0.00%	+6.14%	-0.04

White Oak India Equity Portfolio Approach

Research Picks I Portfolio Approach

White Oak India Pioneers Equity ESG Portfolio

Research Picks II Portfolio Approach

White Oak India Digital Leaders

Key Picks Portfolio Approach

WhiteOak India Business Leaders PMS

White Oak India Liquid Portfolio

White Oak India Pioneers Equity Portfolio

White Oak India Pioneers Equity Portfolio STP Plan

White Oak India Select Equity Portfolio

WhiteOak Capital Research Select Equity Portfolio Approach