Business Today
Subscribe
Petrol PricesDiesel PricesBT ReelsPMS TodayUS NewsIndiaWeatherBT ShortsNRI
EY Business Today Hidden Gems 2026BT MindrushBT India 100
Search
Advertisement
Business News
pms
Digital Leaders
Digital Leaders

Digital Leaders

  • White Oak Capital Management Consultants LLP
  • Thematic
  • 9
    Out of 12*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age4 years, 4 months
13.36%
-11.37%
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 30/04/2026)
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 (1.93%)
Allocation by Market Cap
Small Cap (39.73%)
Mid Cap (20.88%)
Large Cap (37.46%)
Sector Holdings
  • Financials27.67%
  • Comm Services16.72%
  • Consumer Discretionary16.57%
  • Industrials15.88%
  • Information Technology15.35%
Stock Holdings
  • ICICI Bank Ltd9.4%
  • HDFC Bank Ltd8.94%
  • Computer Age Management Services Ltd7.82%
  • Bharti Airtel Ltd7.16%
  • Info Edge India Ltd6.4%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
65.28
(As on Apr, 2026)
Inception Date
Jan 05, 2022
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
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

bt_logoINVESTMENT PHILOSOPHY

Objective

To invest in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors. .

Investment Approach

To invest in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors. .

bt_logoCalculators

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

BT Tv

Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost4:18Modi Cabinet Announces Big MSP Hike For Farmers | ₹2.6 Lakh Crore Boost
Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost7:57Cabinet Clears Mega Coal Gasification Plan | Jobs, Power & Fertilizer Boost
Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset18:01Vaibhav Shah Decodes SIFs, Hedging Strategies & Wealth Creation Amid Volatility | Mirae Asset
Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw7:46Cabinet Approves ₹20,667 Crore Ahmedabad-Dholera Rail Project | Ashwini Vaishnaw
Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy20:55Buy The Dip Or Stay Cautious? Daljeet Kohli Decodes Market Recovery & Strategy
Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today42:23Daily Calls LIVE: Ask Your STOCK MARKET TODAY QUERIES | Market Update LIVE | Share Market News Today
Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth13:41Dr Reddy’s Turns To Obesity Drugs, Biosimilars And Consumer Health For Next Phase Of Growth
West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran2:33West Asia Crisis A ‘Live Stress Test’ For India’s Balance Of Payments: CEA V Anantha Nageswaran
Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story16:49Sagility CFO Srinivas Mattapalli On 41% Profit Jump & AI-Led Growth Story
Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance15:04Syrma SGS Technology Q4 Results | Profit jumps 55%, Dividend declared | Management On Q4 Performance
View more

bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹65.28 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
14 Out of 21
Fixed Fee
2.50%
Scheme Return
13.36%
Benchmark Return
-11.37%
Green Portfolio - Super 30 Dynamic
AUM (₹ Cr)
₹212.02 Cr
Hurdle Rate
10% or 8%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 21
Fixed Fee
2.25%
Scheme Return
31.92%
Benchmark Return
-11.37%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 21
Fixed Fee
2.25%
Scheme Return
24.94%
Benchmark Return
-11.37%
Omni Energy Transition
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 21
Fixed Fee
2.50%
Scheme Return
23.16%
Benchmark Return
-11.37%
Omni Industry Inc
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 21
Fixed Fee
2.50%
Scheme Return
23%
Benchmark Return
-11.37%
The Green Ethical Fund
AUM (₹ Cr)
₹26.59 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 21
Fixed Fee
2.25%
Scheme Return
23%
Benchmark Return
-11.37%
*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 3146.72 crores. Its current offering of PMS schemes includes 1 Thematic and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,146.72 (As on Mar, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹58.46 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 21
Fixed Fee
2.50%
Scheme Return
-9.39%
Benchmark Return
-11.37%
Business Leaders PMS
AUM (₹ Cr)
₹65.89 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
129 Out of 269
Fixed Fee
2.50%
Scheme Return
-10.78%
Benchmark Return
-11.37%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹2,955.43 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
137 Out of 269
Fixed Fee
2.50%
Scheme Return
-10.87%
Benchmark Return
-11.37%
Research Select Equity
AUM (₹ Cr)
₹19.75 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 269
Fixed Fee
2.50%
Scheme Return
-11%
Benchmark Return
-11.37%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

What is the hurdle rate of Digital Leaders?
The hurdle rate of Digital Leaders is S&P BSE 500(Benchmark).
What is the fixed fee charged in Digital Leaders ?
The fixed fee charged in Digital Leaders is 2.50%.
What is the variable fee charged in Digital Leaders ?
The variable fee charged in Digital Leaders is 1.50%.
What is the profit sharing in Digital Leaders ?
The profit sharing in Digital Leaders is 20% on Outperformance / Alpha.
What is the minimum investment in Digital Leaders ?
The minimum investment in Digital Leaders is ₹50 Lacs
What type of scheme is Digital Leaders?
Digital Leaders is an Equity scheme. It falls in the Thematic category.
What is the inception date of Digital Leaders?
The inception date of Digital Leaders is Jan 05, 2022.
What is the exit load of Digital Leaders?
Exit load is 0%

bt_logoTop Stories