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Business Leaders PMS
Business Leaders PMS

Business Leaders PMS

  • White Oak Capital Management Consultants LLP
  • Multi Cap AND Flexi Cap
  • 121
    Out of 141*
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PMS Bazaar
Portfolio age5 years, 6 months
3.42%
1.73%
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

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (1.12%)
Allocation by Market Cap
Small Cap (4.83%)
Mid Cap (25.09%)
Large Cap (68.96%)
Sector Holdings
  • Financials34.64%
  • Industrials12.89%
  • Consumer Discretionary10.65%
  • Health Care9.38%
  • Comm Services7.8%
Stock Holdings
  • ICICI Bank Ltd9.28%
  • HDFC Bank Ltd6.65%
  • Bharti Airtel Ltd6.16%
  • Nestle India Ltd.4.26%
  • State Bank of India Ltd4.16%

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
63.53
(As on Jul, 2026)
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

FEE 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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INVESTMENT 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.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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  • Grid
Compare
Business Leaders PMS
AUM (₹ Cr)
₹63.53 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
33 Out of 278
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

White Oak Capital Management Consultants LLP
White Oak Capital Management Consultants LLP manages assets worth Rs 3213.08 crores. Its current offering of PMS schemes includes 1 Thematic and 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,213.08 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹59.82 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
1 Out of 19
Fixed Fee
2.50%
Scheme Return
7.88%
Benchmark Return
1.73%
India Select Equity
AUM (₹ Cr)
₹12.50 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
14 Out of 278
Fixed Fee
2.50%
Scheme Return
4.84%
Benchmark Return
1.73%
Business Leaders PMS
AUM (₹ Cr)
₹63.53 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
33 Out of 278
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
1.73%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,000.15 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 278
Fixed Fee
2.50%
Scheme Return
3.26%
Benchmark Return
1.73%
Research Select Equity
AUM (₹ Cr)
₹22.98 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
62 Out of 278
Fixed Fee
2.50%
Scheme Return
2.78%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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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