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.

Research Select Equity

White Oak Capital Management Consultants LLP
Multi Cap AND Flexi Cap

40
Out of 235*
Compare
Share

Portfolio age1 year, 6 months

4.12%

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

TRAILING PERFORMANCE

(As on 31/10/2025)

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 (4.54%)

Allocation by Market Cap

Small Cap (12.4%)

Mid Cap (14.58%)

Large Cap (68.49%)

Sector Holdings

Financial Services30.58%
Industrials12.1%
Consumer Discretionary10.96%
Information Technology10.44%
Health Care7.09%

Stock Holdings

ICICI Bank Ltd8.07%
HDFC Bank Ltd7.75%
Reliance Industries Ltd4.02%
State Bank of India Ltd4.01%
Bajaj Finserv Ltd4%

FUND SUMMARY

AUM (₹ Cr)

22.31

(As on Oct, 2025)

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

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

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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.