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Business Leaders PMS
Business Leaders PMS

Business Leaders PMS

  • White Oak Capital Management Consultants LLP
  • Multi Cap AND Flexi Cap
  • 129
    Out of 173*
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Portfolio age4 years, 11 months
1.41%
0.96%
Hurdle Rate**S&P BSE 500(Benchmark)
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.48%)
Allocation by Market Cap
Small Cap (2.57%)
Mid Cap (17.8%)
Large Cap (78.15%)
Sector Holdings
  • Financial Services35.82%
  • Consumer Discretionary11.69%
  • Industrials10.35%
  • Comm Services9.21%
  • Health Care8.1%
Stock Holdings
  • HDFC Bank Ltd.9.46%
  • ICICI Bank Ltd7.97%
  • Bharti Airtel Ltd6.02%
  • State Bank Of India4.97%
  • Bajaj Finserv Ltd3.69%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
85.22
(As on Nov, 2025)
Inception Date
Jan 22, 2021
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50%
Hurdle Rate
S&P BSE 500(Benchmark)
Profit Sharing
20% on Outperformance / Alpha
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bt_logoINVESTMENT PHILOSOPHY

Objective

The objective of the strategy is to achieve long term capital appreciation by primarily investing in listed securities in India. The investment strategy is long only with a bottom up stock selection approach.

Investment Approach

The objective of the strategy is to achieve long term capital appreciation by primarily investing in listed securities in India. The investment strategy is long only with a bottom up stock selection approach.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Business Leaders PMS
AUM (₹ Cr)
₹84.72 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
103 Out of 256
Fixed Fee
2.50%
Scheme Return
-0.7%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 256
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 256
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 256
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 256
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 256
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

White Oak Capital Management Consultants LLP
White Oak Capital Management Consultants LLP manages assets worth Rs 4346.64 crores. Its current offering of PMS schemes includes 4 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

4,346.64 (As on Nov, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Business Leaders PMS
AUM (₹ Cr)
₹85.22 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
57 Out of 259
Fixed Fee
2.50%
Scheme Return
1.41%
Benchmark Return
0.96%
Research Select Equity
AUM (₹ Cr)
₹22.44 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
86 Out of 259
Fixed Fee
2.50%
Scheme Return
0.82%
Benchmark Return
0.96%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹4,034.21 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
91 Out of 259
Fixed Fee
2.50%
Scheme Return
0.76%
Benchmark Return
0.96%
Digital Leaders
AUM (₹ Cr)
₹87.76 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
7 Out of 17
Fixed Fee
2.50%
Scheme Return
-0.1%
Benchmark Return
0.96%
India Select Equity
AUM (₹ Cr)
₹81.62 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
146 Out of 259
Fixed Fee
2.50%
Scheme Return
-0.18%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Business Leaders PMS?
The hurdle rate of Business Leaders PMS is S&P BSE 500(Benchmark).
What is the fixed fee charged in Business Leaders PMS ?
The fixed fee charged in Business Leaders PMS is 2.50%.
What is the variable fee charged in Business Leaders PMS ?
The variable fee charged in Business Leaders PMS is 1.50%.
What is the profit sharing in Business Leaders PMS ?
The profit sharing in Business Leaders PMS is 20% on Outperformance / Alpha.
What is the minimum investment in Business Leaders PMS ?
The minimum investment in Business Leaders PMS is ₹50 Lacs
What type of scheme is Business Leaders PMS?
Business Leaders PMS is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Business Leaders PMS?
The inception date of Business Leaders PMS is Jan 22, 2021.
What is the exit load of Business Leaders PMS?
Exit load is 0%

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