White Oak Capital Management Consultants LLP • Equity
White Oak India Equity Portfolio (FPI) is an equity portfolio management service (PMS) strategy run by White Oak Capital Management Consultants LLP, launched on 13 Feb 2018. It manages ₹2,777 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +7.15% over 1 year, +6.94% over 3 years and +21.64% over 5 years (+10.33% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
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 | +9.45% |
| 3 Months | -11.89% |
| 1 Year | +7.15% |
| 3 Years | +6.94% |
| 5 Years | +21.64% |
| Since Inception | +10.33% |
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 (FPI) has a 1-year return of +7.15%, a 3-year return of +6.94%, a 5-year return of +21.64% and +10.33% since inception. Past performance is not indicative of future results.
White Oak India Equity Portfolio (FPI) manages ₹2,777 Cr of client assets.
The minimum investment for White Oak India Equity Portfolio (FPI) is ₹50 Lakhs.
White Oak India Equity Portfolio (FPI) was launched on 13 Feb 2018. It has an 8-year track record.
Description