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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
  • 108
    Out of 129*
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Portfolio age7 years, 6 months
-1.54%
0.45%
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 28/02/2026)
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 (0.66%)
Allocation by Market Cap
Small Cap (27.05%)
Mid Cap (10.76%)
Large Cap (61.53%)
Sector Holdings
  • Financials36.54%
  • Consumer Discretionary15.27%
  • Health Care13.03%
  • Industrials11.07%
  • Comm Services5.78%
Stock Holdings
  • HDFC BANK LTD8.76%
  • ICICI Bank Ltd8.41%
  • State Bank of India Ltd4.91%
  • Bharti Airtel Ltd3.95%
  • Bajaj Finserv Ltd3.18%

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
3349
(As on Feb, 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)
₹3,349.00 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
229 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.54%
Benchmark Return
0.45%
Equity Multi Cap
AUM (₹ Cr)
₹173.39 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 263
Fixed Fee
No Option
Scheme Return
11.21%
Benchmark Return
0.45%
Purnartha - Pratham Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 263
Fixed Fee
No Option
Scheme Return
9.64%
Benchmark Return
0.45%
Purnartha - Vision Strategy
AUM (₹ Cr)
UNDISC.
Hurdle Rate
25% or 10% or 5%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 263
Fixed Fee
No Option
Scheme Return
8.74%
Benchmark Return
0.45%
Motilal Oswal - Ethical Strategy
AUM (₹ Cr)
₹71.25 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 263
Fixed Fee
2.50%
Scheme Return
8.35%
Benchmark Return
0.45%
Emkay - ENVI
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 263
Fixed Fee
2.50%
Scheme Return
7.66%
Benchmark Return
0.45%
*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 3556.70 crores. Its current offering of PMS schemes includes 3 Multi Cap And Flexi Cap and 1 Thematic schemes.

AUM (₹ cr)

3,556.70 (As on Feb, 2026)

Number of Schemes

4
Schemes From This AMC
  • table
  • Grid
Compare
Research Select Equity
AUM (₹ Cr)
₹22.03 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
182 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.36%
Benchmark Return
0.45%
Business Leaders PMS
AUM (₹ Cr)
₹73.85 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
201 Out of 263
Fixed Fee
2.50%
Scheme Return
-0.66%
Benchmark Return
0.45%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,349.00 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
229 Out of 263
Fixed Fee
2.50%
Scheme Return
-1.54%
Benchmark Return
0.45%
Digital Leaders
AUM (₹ Cr)
₹64.52 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
21 Out of 21
Fixed Fee
2.50%
Scheme Return
-8.31%
Benchmark Return
0.45%
*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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