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Digital Leaders
Digital Leaders

Digital Leaders

  • White Oak Capital Management Consultants LLP
  • Thematic
  • 8
    Out of 11*
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PMS Bazaar
Portfolio age4 years, 5 months
13.36%
10.38%
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%)
Allocation by Market Cap
Small Cap (40.53%)
Mid Cap (20.72%)
Large Cap (37.75%)
Sector Holdings
  • Financials28.97%
  • Consumer Discretionary17.94%
  • Comm Services16.56%
  • Industrials16.06%
  • Information Technology13.62%
Stock Holdings
  • ICICI Bank Ltd9.57%
  • Bharti Airtel Ltd8.89%
  • Computer Age Management Services Ltd7.96%
  • Info Edge India Ltd6.64%
  • HDFC Bank Ltd5.53%

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
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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

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
8 Out of 20
Fixed Fee
2.50%
Scheme Return
1.98%
Benchmark Return
10.38%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 20
Fixed Fee
2.50%
Scheme Return
10.18%
Benchmark Return
10.38%
Green Portfolio - The Impact ESG Fund
AUM (₹ Cr)
₹3.94 Cr
Hurdle Rate
10.00% or8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 20
Fixed Fee
2.25%
Scheme Return
8.85%
Benchmark Return
10.38%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 20
Fixed Fee
2.50%
Scheme Return
7.12%
Benchmark Return
10.38%
Valcreate - Lifesciences and Specialty Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 20
Fixed Fee
2.50%
Scheme Return
6.82%
Benchmark Return
10.38%
The Green Ethical Fund
AUM (₹ Cr)
₹28.03 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 20
Fixed Fee
2.25%
Scheme Return
6.81%
Benchmark Return
10.38%
*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 3408.36 crores. Its current offering of PMS schemes includes 1 Thematic and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,408.36 (As on Apr, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹65.28 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
13 Out of 20
Fixed Fee
2.50%
Scheme Return
13.36%
Benchmark Return
10.38%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,198.41 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
190 Out of 282
Fixed Fee
2.50%
Scheme Return
10.68%
Benchmark Return
10.38%
Business Leaders PMS
AUM (₹ Cr)
₹72.27 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
216 Out of 282
Fixed Fee
2.50%
Scheme Return
9.69%
Benchmark Return
10.38%
Research Select Equity
AUM (₹ Cr)
₹21.86 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
218 Out of 282
Fixed Fee
2.50%
Scheme Return
9.64%
Benchmark Return
10.38%
*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%

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