Whiteoak Capital PMS strategies
Whiteoak Capital runs 16 portfolio management strategies listed with APMI, managing ₹3,109 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| White Oak India Pioneers Equity Portfolio | Equity | Mr. Parag Jariwala | ₹2,896 Cr | +10.61% | -1.48 pts | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Pioneers Equity Portfolio STP Plan | Equity | Mr. Parag Jariwala | ₹62.14 Cr | +10.32% | -1.77 pts | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Digital Leaders | Equity | Mr. Parag Jariwala | ₹58.35 Cr | +13.36% | +1.27 pts | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak India Business Leaders PMS | Equity | Mr. Parag Jariwala | ₹55.55 Cr | +10.80% | -1.29 pts | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak Capital Research Select Equity Portfolio Approach | Equity | Mr. Parag Jariwala | ₹22.32 Cr | — | — | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Select Equity Portfolio | Equity | Mr. Parag Jariwala | ₹7.76 Cr | +11.61% | -0.48 pts | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Equity Portfolio Approach | Equity | Mr. Parag Jariwala | ₹3.12 Cr | +15.31% | +3.22 pts | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Liquid Portfolio | Debt | — | ₹3 Cr | +5.71% | — | — | ₹50 Lakhs | — |
| Research Picks I Portfolio Approach | Equity | Mr. Parag Jariwala | ₹0.4 Cr | +12.32% | +0.23 pts | — | ₹50 Lakhs | Aug 2026 |
| Research Picks II Portfolio Approach | Equity | Mr. Parag Jariwala | ₹0.4 Cr | +11.74% | -0.35 pts | — | ₹50 Lakhs | Aug 2026 |
| Key Picks Portfolio Approach | Equity | Mr. Parag Jariwala | ₹0.38 Cr | +10.24% | -1.85 pts | — | ₹50 Lakhs | Aug 2026 |
| White Oak India Pioneers Equity ESG Portfolio | Equity | Mr. Parag Jariwala | — | +12.77% | +0.68 pts | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak Capital Bharat 100 Portfolio Approach | — | Mr. Parag Jariwala | — | — | — | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak Capital Emerging Leaders Portfolio Approach | — | Mr. Parag Jariwala | — | — | — | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach | — | Mr. Parag Jariwala | — | — | — | — | ₹50 Lakhs | Aug 2026 |
| WhiteOak Capital Select Stocks Portfolio Approach | — | Mr. Parag Jariwala | — | — | — | — | ₹50 Lakhs | Aug 2026 |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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