Whiteoak Capital Asset Management Limited • Equity
Key Picks Portfolio Approach is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 27 Dec 2022. As of 30 Sep 2026, it manages ₹0.36 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +1.49% over 1 year and +7.64% over 3 years (+10.18% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 1.56 percentage points behind of its benchmark. Its 3-year return ranks 348th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Parag Jariwala.
Ranked nearby on 3-year return: Jewel (+7.72%), Special Opportunities (+7.66%), Alpha Alternatives Fund Advisors LLP PMS Systematic Equity (+7.62%), Core Value Regular (+7.57%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -6.54% |
| 3 Months | -1.43% |
| 1 Year | +1.49% |
| 3 Years | +7.64% |
| Since Inception | +10.18% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callKey Picks Portfolio Approach has a 1-year return of +1.49%, a 3-year return of +7.64% and +10.18% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Key Picks Portfolio Approach returned +7.64% against +9.20% for the BSE 500 TRI, 1.56 percentage points behind. Over 1 year it returned +1.49% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Key Picks Portfolio Approach's 3-year return of +7.64% ranks 348th as of 30 Sep 2026.
Key Picks Portfolio Approach is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹0.36 Cr of client assets as of 30 Sep 2026.
Key Picks Portfolio Approach manages ₹0.36 Cr of client assets as of 30 Sep 2026.
The minimum investment for Key Picks Portfolio Approach is ₹50 Lakhs.
Key Picks Portfolio Approach was launched on 27 Dec 2022. It has a 3-year track record.
Description
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