Whiteoak Capital Asset Management Limited • Equity
Research Picks II 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 ₹0.37 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +2.12% over 1 year and +8.87% over 3 years (+10.87% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.33 percentage points behind of its benchmark. Its 3-year return ranks 311th 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: Mid & Small cap & Special Situations Portfolio (+9.01%), Abakkus All Cap Approach (+8.88%), Indexalpha (+8.82%), Research Picks I Portfolio Approach (+8.82%).
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 | -7.56% |
| 3 Months | -3.12% |
| 1 Year | +2.12% |
| 3 Years | +8.87% |
| Since Inception | +10.87% |
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 II Portfolio Approach has a 1-year return of +2.12%, a 3-year return of +8.87% and +10.87% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Research Picks II Portfolio Approach returned +8.87% against +9.20% for the BSE 500 TRI, 0.33 percentage points behind. Over 1 year it returned +2.12% 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 II Portfolio Approach's 3-year return of +8.87% ranks 311th as of 30 Sep 2026.
Research Picks II Portfolio Approach is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹0.37 Cr of client assets as of 30 Sep 2026.
Research Picks II Portfolio Approach manages ₹0.37 Cr of client assets as of 30 Sep 2026.
The minimum investment for Research Picks II Portfolio Approach is ₹50 Lakhs.
Research Picks II Portfolio Approach was launched on 27 Dec 2022. It has a 3-year track record.
Description
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