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WhiteOak Capital Research Select Equity Portfolio Approach
Whiteoak Capital Asset Management Limited
21.86 CR AUM
WhiteOak Capital Research Select Equity Portfolio Approach
Whiteoak Capital Asset Management Limited
21.86 CR AUM
BSE 500 TRI
Benchmark
2yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 9mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
parag jariwala
Fund Manager
EQUITYStrategies
Director - Investments, White Oak Capital Management.
Purpose
The objective of the strategy is to achieve long-term capital appreciation by primarily investing in listed securities in India. The investment strategy is to build a Portfolio of 'Best ideas of Research Team' across sectors/industries with no top-down allocation bias of growth, value, contra cyclical etc or with no thematic biases like domestic vs. Exports, defensive vs. Cyclical or any market cap biases.
Investment Approach v/s Benchmark Metrics
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1M IA return
9.64%
1M benchmark return
10.38%
Alpha
-0.74%
1M Wealth multiple
1.10x
Investment Approach v/s Benchmark Performance
2026
2026
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Login to see the live performance and return
Wealth Creation Calculator
1M IA return
9.64%
1M benchmark return
10.38%
Alpha
-0.74%
1M Wealth multiple
1.10x
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