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White Oak - India Pioneers Equity Portfolio
White Oak - India Pioneers Equity Portfolio

White Oak - India Pioneers Equity Portfolio

  • White Oak Capital Management Consultants LLP
  • Multi Cap AND Flexi Cap
  • 120
    Out of 137*
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Portfolio age7 years, 7 months
10.68%
-11.37%
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 (0.82%)
Allocation by Market Cap
Small Cap (27.68%)
Mid Cap (12.97%)
Large Cap (58.54%)
Sector Holdings
  • Financials33.8%
  • Consumer Discretionary15.27%
  • Health Care14.54%
  • Industrials10.91%
  • Comm Services6.82%
Stock Holdings
  • ICICI Bank Ltd8.69%
  • HDFC BANK LTD8.5%
  • State Bank of India Ltd5.56%
  • Bharti Airtel Ltd3.83%
  • Bajaj Finserv Ltd3.29%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
3198.41
(As on Apr, 2026)
Inception Date
Sep 27, 2018
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

The investment objective is to generate sustained capital appreciation through superior returns over time.

Investment Approach

A Long only portfolio of 30- 50 great businesses at attractive values through bottom up stock selection process.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
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 Rank
181 Out of 270
Fixed Fee
2.50%
Scheme Return
10.68%
Benchmark Return
-11.37%
Amaltas Keystone Fund
AUM (₹ Cr)
₹46.09 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 270
Fixed Fee
No Option
Scheme Return
26.97%
Benchmark Return
-11.37%
White Pine India Emerging Stars
AUM (₹ Cr)
₹426.00 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
2 Out of 270
Fixed Fee
No Option
Scheme Return
25.36%
Benchmark Return
-11.34%
Blend
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 270
Fixed Fee
2.00%
Scheme Return
25.12%
Benchmark Return
-11.3%
Globe Capital - Value
AUM (₹ Cr)
₹1,178.64 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 270
Fixed Fee
2.50%
Scheme Return
25.04%
Benchmark Return
-11.37%
Fident India Builder Equity Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 270
Fixed Fee
2.00%
Scheme Return
24.9%
Benchmark Return
-11.4%
*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 3146.72 crores. Its current offering of PMS schemes includes 1 Thematic and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,146.72 (As on Mar, 2026)

Number of Schemes

4
Schemes From This AMC
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Compare
Digital Leaders
AUM (₹ Cr)
₹58.46 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
6 Out of 21
Fixed Fee
2.50%
Scheme Return
-9.39%
Benchmark Return
-11.37%
Business Leaders PMS
AUM (₹ Cr)
₹65.89 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
129 Out of 269
Fixed Fee
2.50%
Scheme Return
-10.78%
Benchmark Return
-11.37%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹2,955.43 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
137 Out of 269
Fixed Fee
2.50%
Scheme Return
-10.87%
Benchmark Return
-11.37%
Research Select Equity
AUM (₹ Cr)
₹19.75 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
143 Out of 269
Fixed Fee
2.50%
Scheme Return
-11%
Benchmark Return
-11.37%
*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 White Oak - India Pioneers Equity Portfolio?
The hurdle rate of White Oak - India Pioneers Equity Portfolio is S&P BSE 500(Benchmark).
What is the fixed fee charged in White Oak - India Pioneers Equity Portfolio ?
The fixed fee charged in White Oak - India Pioneers Equity Portfolio is 2.50%.
What is the variable fee charged in White Oak - India Pioneers Equity Portfolio ?
The variable fee charged in White Oak - India Pioneers Equity Portfolio is 1.50%.
What is the profit sharing in White Oak - India Pioneers Equity Portfolio ?
The profit sharing in White Oak - India Pioneers Equity Portfolio is 20% on Outperformance / Alpha.
What is the minimum investment in White Oak - India Pioneers Equity Portfolio ?
The minimum investment in White Oak - India Pioneers Equity Portfolio is ₹50 Lacs
What type of scheme is White Oak - India Pioneers Equity Portfolio?
White Oak - India Pioneers Equity Portfolio is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of White Oak - India Pioneers Equity Portfolio?
The inception date of White Oak - India Pioneers Equity Portfolio is Sep 27, 2018.
What is the exit load of White Oak - India Pioneers Equity Portfolio?
Exit load is 0%

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