Business Today
Subscribe
NRICareer & JobsUS NewsInvestors CornerIn PicsWeatherFuel PricesPMS TodayBT Reels
BT India at 100BT Infra SummitEY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Research Select Equity
Research Select Equity

Research Select Equity

  • White Oak Capital Management Consultants LLP
  • Multi Cap AND Flexi Cap
  • Out of *
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age2 years, 4 months
0.46%
-0.09%
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 31/08/2026)
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 (2.97%)
Allocation by Market Cap
Small Cap (22.73%)
Mid Cap (15.67%)
Large Cap (58.63%)
Sector Holdings
  • Financials29.33%
  • Industrials13.87%
  • Health Care10.09%
  • Consumer Discretionary9.59%
  • Materials8.06%
Stock Holdings
  • ICICI Bank Ltd9.97%
  • HDFC Bank Ltd5.45%
  • Bharti Airtel Ltd4.79%
  • State Bank of India4.56%
  • Torrent Pharmaceuticals Ltd4.29%

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
22.32
(As on Aug, 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

FEE 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

INVESTMENT 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.

Calculators

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

BT Tv

Varmora Granito IPO: How Management Plans To Reduce Morbi Concentration Risk2:27Varmora Granito IPO: How Management Plans To Reduce Morbi Concentration Risk
Value Buying, Short Covering Pushes Stocks Higher; BSE, ITC Shine5:23Value Buying, Short Covering Pushes Stocks Higher; BSE, ITC Shine
Future Of MBA: ISB Dean Madan Pillutla On AI, Skills, Careers And Lifelong Learning48:48Future Of MBA: ISB Dean Madan Pillutla On AI, Skills, Careers And Lifelong Learning
How Amaravati Plans To Become A Quantum Hub5:24How Amaravati Plans To Become A Quantum Hub
MBA In The AI Era: IIM Ahmedabad Director On The Changes In Management Education31:04MBA In The AI Era:IIM Ahmedabad Director On The Changes In Management Education
CM Devendra Fadnavis Launches ‘Invest Maharashtra’, Sets ₹1 Trillion Economy Target For 20303:38CM Devendra Fadnavis Launches ‘Invest Maharashtra’, Sets ₹1 Trillion Economy Target For 2030
Jio Platforms IPO: $3.8 Billion Issue Set To Launch October 21, Reuters Reports3:11Jio Platforms IPO: $3.8 Billion Issue Set To Launch October 21, Reuters Reports
PwC India’s Sanjeev Krishan |The CEO’s View: Can India Turn Geopolitical Turbulence Into Growth?28:26PwC India’s Sanjeev Krishan |The CEO’s View: Can India Turn Geopolitical Turbulence Into Growth?
IndiGo Raises Fuel Surcharge: Festive Air Travel To Get Costlier From October 65:20IndiGo Raises Fuel Surcharge: Festive Air Travel To Get Costlier From October 6
iPhone 18 Pro Max Review: 5 Biggest Myths Busted After Two Weeks6:475 Biggest iPhone 18 Pro Series Myths Busted!
View more

PEER ANALYSIS

  • table
  • Grid
Compare

No Data Found!

*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 3156.22 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

3,156.22 (As on Aug, 2026)

Number of Schemes

0
Schemes From This AMC
  • table
  • Grid
Compare

No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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%

Top Stories