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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
  • 119
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Portfolio age7 years, 9 months
0.5%
-0.17%
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 31/05/2026)
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 (0.32%)
Allocation by Market Cap
Small Cap (30.03%)
Mid Cap (13%)
Large Cap (56.66%)
Sector Holdings
  • Financials33.16%
  • Consumer Discretionary14.75%
  • Industrials13.01%
  • Health Care12.7%
  • Comm Services6.61%
Stock Holdings
  • ICICI Bank Ltd9.02%
  • HDFC BANK LTD5.97%
  • Bharti Airtel Ltd4.91%
  • State Bank of India4.22%
  • Reliance Industries Ltd3.79%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
3074.04
(As on May, 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.

bt_logoCalculators

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,074.04 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
186 Out of 285
Fixed Fee
2.50%
Scheme Return
0.5%
Benchmark Return
-0.17%
Recovery Strategy
AUM (₹ Cr)
₹1.31 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 285
Fixed Fee
2.50%
Scheme Return
16.66%
Benchmark Return
-0.17%
Amaltas Keystone Fund
AUM (₹ Cr)
₹54.90 Cr
Hurdle Rate
10.00% or 12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 285
Fixed Fee
No Option
Scheme Return
14.11%
Benchmark Return
-0.17%
BB Money Plant
AUM (₹ Cr)
₹17.16 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 285
Fixed Fee
2.50%
Scheme Return
9.81%
Benchmark Return
-0.17%
Momentum 20 Pms Fund
AUM (₹ Cr)
₹6.20 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 285
Fixed Fee
2.00%
Scheme Return
8.75%
Benchmark Return
-0.17%
Sundaram Alternates - VOYAGER
AUM (₹ Cr)
₹202.29 Cr
Hurdle Rate
12.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 285
Fixed Fee
2.50%
Scheme Return
8.07%
Benchmark Return
-0.17%
*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 3279.34 crores. Its current offering of PMS schemes includes 1 Thematic and 3 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,279.34 (As on May, 2026)

Number of Schemes

4
Schemes From This AMC
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Compare
Digital Leaders
AUM (₹ Cr)
₹66.56 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
8 Out of 20
Fixed Fee
2.50%
Scheme Return
1.98%
Benchmark Return
-0.17%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,074.04 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
187 Out of 285
Fixed Fee
2.50%
Scheme Return
0.5%
Benchmark Return
-0.17%
Business Leaders PMS
AUM (₹ Cr)
₹63.48 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
223 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.17%
Benchmark Return
-0.17%
Research Select Equity
AUM (₹ Cr)
₹21.74 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
233 Out of 285
Fixed Fee
2.50%
Scheme Return
-0.33%
Benchmark Return
-0.17%
*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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