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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
  • 124
    Out of 141*
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Portfolio age7 years, 10 months
3.26%
1.73%
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 31/07/2026)
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 (0.5%)
Allocation by Market Cap
Small Cap (30.4%)
Mid Cap (12.19%)
Large Cap (56.91%)
Sector Holdings
  • Financials33.97%
  • Consumer Discretionary14.7%
  • Health Care13.29%
  • Industrials13.01%
  • Comm Services6.32%
Stock Holdings
  • ICICI Bank Ltd8.93%
  • HDFC BANK LTD6.02%
  • Bharti Airtel Ltd4.71%
  • State Bank of India3.77%
  • Reliance Industries Ltd3.47%

PORTFOLIO MANAGERS

No data found

FUND SUMMARY

AUM (₹ Cr)
3000.15
(As on Jul, 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

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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INVESTMENT 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.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

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PEER ANALYSIS

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Compare
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,000.15 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category Rank
41 Out of 278
Fixed Fee
2.50%
Scheme Return
3.26%
Benchmark Return
1.73%
Strategic Opportunities Series 1
AUM (₹ Cr)
₹5.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 278
Fixed Fee
No Option
Scheme Return
10.54%
Benchmark Return
1.73%
Emkay - Capital Builder
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 278
Fixed Fee
2.50%
Scheme Return
7.24%
Benchmark Return
1.73%
InCred - Multicap Portfolio
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 278
Fixed Fee
2.50%
Scheme Return
6.1%
Benchmark Return
1.73%
Avestha - Long Term Growth
AUM (₹ Cr)
₹1,503.25 Cr
Hurdle Rate
0%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 278
Fixed Fee
1.00%
Scheme Return
5.68%
Benchmark Return
1.73%
Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 278
Fixed Fee
No Option
Scheme Return
5.67%
Benchmark Return
1.67%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

White Oak Capital Management Consultants LLP
White Oak Capital Management Consultants LLP manages assets worth Rs 3213.08 crores. Its current offering of PMS schemes includes 1 Thematic and 4 Multi Cap And Flexi Cap schemes.

AUM (₹ cr)

3,213.08 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
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Digital Leaders
AUM (₹ Cr)
₹59.82 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Thematic
Category Rank
1 Out of 19
Fixed Fee
2.50%
Scheme Return
7.88%
Benchmark Return
1.73%
India Select Equity
AUM (₹ Cr)
₹12.50 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
14 Out of 278
Fixed Fee
2.50%
Scheme Return
4.84%
Benchmark Return
1.73%
Business Leaders PMS
AUM (₹ Cr)
₹63.53 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
33 Out of 278
Fixed Fee
2.50%
Scheme Return
3.42%
Benchmark Return
1.73%
White Oak - India Pioneers Equity Portfolio
AUM (₹ Cr)
₹3,000.15 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
41 Out of 278
Fixed Fee
2.50%
Scheme Return
3.26%
Benchmark Return
1.73%
Research Select Equity
AUM (₹ Cr)
₹22.98 Cr
Hurdle Rate
S&P BSE 500(Benchmark)
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
62 Out of 278
Fixed Fee
2.50%
Scheme Return
2.78%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

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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