WhiteOak Capital Research Select Equity Portfolio Approach
WhiteOak Capital Research Select Equity Portfolio Approach is a Equity Portfolio Management Service launched by Whiteoak Capital Asset Management Limited on August 2023. Managed by Mr. Parag Jariwala, the fund holds ₹22 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -4.73% (1Y), 5.05% since inception. Performance data as of July 2026.
WhiteOak Capital Research Select Equity Portfolio Approach
22.36 CR AUM
WhiteOak Capital Research Select Equity Portfolio Approach
22.36 CR AUM
parag jariwala
What is this fund's investment objective?
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.
How has WhiteOak Capital Research Select Equity Portfolio Approach performed?
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How has this fund performed vs its benchmark?
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