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Research Select Equity
Research Select Equity

Research Select Equity

  • White Oak Capital Management Consultants LLP
  • Multi Cap AND Flexi Cap
  • 118
    Out of 245*
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Portfolio age1 year, 10 months
-0.36%
0.45%
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 28/02/2026)
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 (6.33%)
Allocation by Market Cap
Small Cap (12.96%)
Mid Cap (14.74%)
Large Cap (65.97%)
Sector Holdings
  • Financials32.71%
  • Industrials11.77%
  • Information Technology10.44%
  • Consumer Discretionary9.62%
  • Health Care8.85%
Stock Holdings
  • ICICI Bank Ltd8.06%
  • HDFC Bank Ltd7.53%
  • State Bank of India Ltd4.92%
  • Reliance Industries Ltd4.09%
  • Bajaj Finserv Ltd3.87%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
22.03
(As on Feb, 2026)
Inception Date
May 21, 2024
Min. Investment
₹50 Lacs
SIP Option
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 investment strategy is to build a Portfolio of “Best ideas of Research Team” across sectors/industries with no top-down allocation bias of growth, value, contra cyclical etc or with no thematic biases like domestic vs. exports, defensive vs. cyclical or any market cap biases.

Investment Approach

The investment strategy is to build a Portfolio of “Best ideas of Research Team” across sectors/industries with no top-down allocation bias of growth, value, contra cyclical etc or with no thematic biases like domestic vs. exports, defensive vs. cyclical or any market cap biases.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Research Select Equity
AUM (₹ Cr)
₹22.03 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
182 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.36%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 3556.70 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

3,556.70 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Research Select Equity
AUM (₹ Cr)
₹22.03 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
182 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.36%
Benchmark Return
0.45%
Business Leaders PMS
AUM (₹ Cr)
₹73.85 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.66%
Benchmark Return
0.45%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,349.00 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.54%
Benchmark Return
0.45%
Digital Leaders
AUM (₹ Cr)
₹64.52 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
21 Out of 21
Fixed Fee
2.50%
Scheme Return
-8.31%
Benchmark Return
0.45%
*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 Research Select Equity?
The hurdle rate of Research Select Equity is S&P BSE 500(Benchmark).
What is the fixed fee charged in Research Select Equity ?
The fixed fee charged in Research Select Equity is 2.50%.
What is the variable fee charged in Research Select Equity ?
The variable fee charged in Research Select Equity is 1.50%.
What is the profit sharing in Research Select Equity ?
The profit sharing in Research Select Equity is 20% on Outperformance / Alpha.
What is the minimum investment in Research Select Equity ?
The minimum investment in Research Select Equity is ₹50 Lacs
What type of scheme is Research Select Equity?
Research Select Equity is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Research Select Equity?
The inception date of Research Select Equity is May 21, 2024.
What is the exit load of Research Select Equity?
Exit load is 0%

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