PMS Strategies in India

Page 39 of 39

Compare PMS Schemes
WH
Whiteoak Capital Asset Management Limited PMS Scheme

WhiteOak Capital Bharat 100 Portfolio Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mr. Parag Jariwala Inc: 29/04/2024
WH
Whiteoak Capital Asset Management Limited PMS Scheme

WhiteOak Capital Emerging Leaders Portfolio Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mr. Parag Jariwala Inc: 27/02/2023
WH
Whiteoak Capital Asset Management Limited PMS Scheme

WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mr. Parag Jariwala Inc: 20/02/2023
WH
Whiteoak Capital Asset Management Limited PMS Scheme

WhiteOak Capital Select Stocks Portfolio Approach
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y+0.00%
3Y+0.00%
5Y+0.00%
SI+0.00%
Mr. Parag Jariwala Inc: 08/08/2023
SU
Sundaram Alternate Assets Limited Equity

WONDER
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+26.40%
3Y+18.31%
5Y+16.15%
SI+15.66%
N/A Inc: 01/03/2012
WR
Wryght Research And Capital Private Limited Equity

Wright Factor Fund Hedged
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexBSE 500 TRI
1Y-2.01%
3Y+0.00%
5Y+0.00%
SI+8.83%
Sonam Srivastava Inc: 24/08/2023
WR
Wryght Research And Capital Private Limited Hybrid

WRIGHT YIELDX BOND PORTFOLIO
Min Ticket50 Lakhs
AUM SizeNot Disclosed
Benchmark IndexNifty 500 TRI
1Y+1.78%
3Y--
5Y--
SI+8.68%
N/A Inc: 13/08/2024