Whiteoak Capital Asset Management Limited • Equity
White Oak India Equity Portfolio Approach is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 31 Aug 2018. As of 30 Sep 2026, it manages ₹2.93 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +6.20% over 1 year, +12.71% over 3 years and +9.29% over 5 years (+14.32% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.51 percentage points ahead of its benchmark. Its 3-year return ranks 182nd 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: Ventura Multicap Portfolio Management Scheme (+12.77%), Focus (+12.76%), White Oak India Pioneers Equity ESG Portfolio (+12.69%), Banyan Edhas Portfolio (+12.64%).
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 | -6.14% |
| 3 Months | +0.82% |
| 1 Year | +6.20% |
| 3 Years | +12.71% |
| 5 Years | +9.29% |
| Since Inception | +14.32% |
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 callWhite Oak India Equity Portfolio Approach has a 1-year return of +6.20%, a 3-year return of +12.71%, a 5-year return of +9.29% and +14.32% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, White Oak India Equity Portfolio Approach returned +9.29% against +8.91% for the BSE 500 TRI, 0.38 percentage points ahead. Over 3 years it returned +12.71% against +9.20%; Over 1 year it returned +6.20% 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, White Oak India Equity Portfolio Approach's 3-year return of +12.71% ranks 182nd as of 30 Sep 2026.
White Oak India Equity Portfolio Approach is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹2.93 Cr of client assets as of 30 Sep 2026.
White Oak India Equity Portfolio Approach manages ₹2.93 Cr of client assets as of 30 Sep 2026.
The minimum investment for White Oak India Equity Portfolio Approach is ₹50 Lakhs.
White Oak India Equity Portfolio Approach was launched on 31 Aug 2018. It has an 8-year track record.
Description
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