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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
  • 95
    Out of 121*
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Portfolio age7 years, 3 months
-1.58%
0.96%
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 31/12/2025)
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 (0.1%)
Allocation by Market Cap
Small Cap (24.6%)
Mid Cap (12.82%)
Large Cap (62.48%)
Sector Holdings
  • Financials34.6%
  • Consumer Discretionary17.09%
  • Health Care12.18%
  • Industrials10.36%
  • Comm Services8.04%
Stock Holdings
  • HDFC BANK LTD8.85%
  • ICICI Bank Ltd7.47%
  • Bharti Airtel Ltd4.7%
  • State Bank of India Ltd4.06%
  • Bajaj Finserv Ltd3.23%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
3811
(As on Dec, 2025)
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)
₹3,811.00 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
166 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.58%
Benchmark Return
0.96%
Quant Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
6%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 258
Fixed Fee
1.75%
Scheme Return
8.33%
Benchmark Return
0.96%
Catalyst Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 258
Fixed Fee
No Option
Scheme Return
4.09%
Benchmark Return
2.42%
MRG Capital - Wealth Maximizer
AUM (₹ Cr)
₹15.65 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 258
Fixed Fee
1.00%
Scheme Return
3.27%
Benchmark Return
1.92%
ITUS - Fundamental Value Fund
AUM (₹ Cr)
₹1,358.90 Cr
Hurdle Rate
15.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 258
Fixed Fee
No Option
Scheme Return
3.11%
Benchmark Return
1.92%
MRG Capital - Wealth Enhancer
AUM (₹ Cr)
₹49.97 Cr
Hurdle Rate
10%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 258
Fixed Fee
1.00%
Scheme Return
2.88%
Benchmark Return
1.92%
*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 4106.66 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

4,106.66 (As on Dec, 2025)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Business Leaders PMS
AUM (₹ Cr)
₹84.72 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
105 Out of 258
Fixed Fee
2.50%
Scheme Return
-0.7%
Benchmark Return
0.96%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,811.00 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
168 Out of 258
Fixed Fee
2.50%
Scheme Return
-1.58%
Benchmark Return
0.96%
Research Select Equity
AUM (₹ Cr)
₹23.15 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 258
Fixed Fee
2.50%
Scheme Return
-1.98%
Benchmark Return
0.96%
Digital Leaders
AUM (₹ Cr)
₹81.78 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
13 Out of 17
Fixed Fee
2.50%
Scheme Return
-3.65%
Benchmark Return
0.96%
*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 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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