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White Oak India Pioneers Equity Portfolio STP Plan

White Oak India Pioneers Equity Portfolio STP Plan is a Equity Portfolio Management Service launched by Whiteoak Capital Asset Management Limited on September 2020. Managed by Mr. Parag Jariwala, the fund holds ₹63 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -5.79% (1Y), 9.61% CAGR (3Y), 10.86% since inception. Performance data as of July 2026.

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White Oak India Pioneers Equity Portfolio STP Plan

Whiteoak Capital Asset Management Limited

63.14 CR AUM

White Oak India Pioneers Equity Portfolio STP Plan

White Oak India Pioneers Equity Portfolio STP Plan

Whiteoak Capital Asset Management Limited

63.14 CR AUM

BSE 500 TRI
Benchmark
5yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
5yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

parag jariwala

Fund Manager
EQUITYStrategies

Director - Investments, White Oak Capital Management.

Director - Investments, White Oak Capital Management.

What is this fund's investment objective?

To achieve long term capital appreciation by primarily investing in listed securities in India. The investment strategy is long only with a bottom-up stock selection approach.

How has White Oak India Pioneers Equity Portfolio STP Plan performed?

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1M IA return
2.99%
1M benchmark return
1.73%
Alpha
1.26%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
2.99%
1M benchmark return
1.73%
Alpha
1.26%
1M Wealth multiple
1.03x

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