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Digital Leaders
Digital Leaders

Digital Leaders

  • White Oak Capital Management Consultants LLP
  • Thematic
  • 10
    Out of 11*
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Portfolio age3 years, 11 months
5.46%
4.27%
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 31/10/2025)
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 (4.79%)
Allocation by Market Cap
Small Cap (34.6%)
Mid Cap (14.07%)
Large Cap (46.54%)
Sector Holdings
  • Financials22.51%
  • Comm Services19.15%
  • Information Technology18.61%
  • Consumer Discretionary18.48%
  • Industrials11.57%
Stock Holdings
  • Info Edge India Ltd8.82%
  • Bharti Airtel Ltd8.73%
  • ICICI Bank Ltd8.48%
  • HDFC Bank Ltd7.48%
  • Eternal Limited7.26%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
88.36
(As on Oct, 2025)
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)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
Incred Focused Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
9.1%
Benchmark Return
4.27%
InCred - Healthcare Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.50%
Scheme Return
7.33%
Benchmark Return
4.27%
Invesco - RISE
AUM (₹ Cr)
₹351.93 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 17
Fixed Fee
No Option
Scheme Return
5.54%
Benchmark Return
4.27%
Thematic Opportunities Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
Benchmark
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 17
Fixed Fee
2.50%
Scheme Return
4.46%
Benchmark Return
4.27%
Ambit Build India
AUM (₹ Cr)
₹55.61 Cr
Hurdle Rate
12%
Benchmark
Nifty 50 TRI
Category Rank
6 Out of 17
Fixed Fee
1.75%
Scheme Return
3.81%
Benchmark Return
4.62%
*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 4488.43 crores. Its current offering of PMS schemes includes 1 Thematic and 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

4,488.43 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Digital Leaders
AUM (₹ Cr)
₹88.36 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
4 Out of 17
Fixed Fee
2.50%
Scheme Return
5.46%
Benchmark Return
4.27%
India Select Equity
AUM (₹ Cr)
₹84.40 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
93 Out of 251
Fixed Fee
2.50%
Scheme Return
4.18%
Benchmark Return
4.27%
Research Select Equity
AUM (₹ Cr)
₹22.31 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
97 Out of 251
Fixed Fee
2.50%
Scheme Return
4.12%
Benchmark Return
4.27%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹4,154.22 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
107 Out of 251
Fixed Fee
2.50%
Scheme Return
3.92%
Benchmark Return
4.27%
Business Leaders PMS
AUM (₹ Cr)
₹93.30 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
132 Out of 251
Fixed Fee
2.50%
Scheme Return
3.62%
Benchmark Return
4.27%
*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 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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