Whiteoak Capital Asset Management Limited • Equity
Research Picks I 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 +4.79% over 1 year and +8.82% over 3 years (+10.60% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.38 percentage points behind of its benchmark. Its 3-year return ranks 312th 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: Research Picks II Portfolio Approach (+8.87%), Indexalpha (+8.82%), Valcreate Growing India (+8.82%), White Oak India Select Equity Portfolio (+8.80%).
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 | -8.55% |
| 3 Months | -0.56% |
| 1 Year | +4.79% |
| 3 Years | +8.82% |
| Since Inception | +10.60% |
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 callResearch Picks I Portfolio Approach has a 1-year return of +4.79%, a 3-year return of +8.82% and +10.60% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Research Picks I Portfolio Approach returned +8.82% against +9.20% for the BSE 500 TRI, 0.38 percentage points behind. Over 1 year it returned +4.79% 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, Research Picks I Portfolio Approach's 3-year return of +8.82% ranks 312th as of 30 Sep 2026.
Research Picks I 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.
Research Picks I Portfolio Approach manages ₹0.36 Cr of client assets as of 30 Sep 2026.
The minimum investment for Research Picks I Portfolio Approach is ₹50 Lakhs.
Research Picks I Portfolio Approach was launched on 27 Dec 2022. It has a 3-year track record.
Description
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