Whiteoak Capital Asset Management Limited • Debt
White Oak India Liquid Portfolio is a debt portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 9 Dec 2020. It manages ₹3 Cr of client assets and is benchmarked against the CRISIL Composite Bond Fund Index. Its reported trailing returns are +4.97% over 1 year, +5.71% over 3 years and +5.11% over 5 years (+4.94% 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 | +0.45% |
| 3 Months | +2.37% |
| 1 Year | +4.97% |
| 3 Years | +5.71% |
| 5 Years | +5.11% |
| Since Inception | +4.94% |
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 Liquid Portfolio has a 1-year return of +4.97%, a 3-year return of +5.71%, a 5-year return of +5.11% and +4.94% since inception. Past performance is not indicative of future results.
White Oak India Liquid Portfolio manages ₹3 Cr of client assets.
The minimum investment for White Oak India Liquid Portfolio is ₹50 Lakhs.
White Oak India Liquid Portfolio was launched on 9 Dec 2020. It has a 5-year track record.
Description
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