Whiteoak Capital Asset Management Limited • Equity
White Oak India Pioneers Equity ESG Portfolio is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 1 Sep 2021. As of 30 Sep 2026, it is benchmarked against the BSE 500 TRI. Its reported trailing returns are +11.23% over 1 year, +12.69% over 3 years and +9.00% over 5 years (+8.89% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.49 percentage points ahead of its benchmark. Its 3-year return ranks 183rd 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: Focus (+12.76%), White Oak India Equity Portfolio Approach (+12.71%), Banyan Edhas Portfolio (+12.64%), Emkays Alpha (+12.63%).
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 |
|---|---|
| 3 Months | +9.60% |
| 1 Year | +11.23% |
| 3 Years | +12.69% |
| 5 Years | +9.00% |
| Since Inception | +8.89% |
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 Pioneers Equity ESG Portfolio has a 1-year return of +11.23%, a 3-year return of +12.69%, a 5-year return of +9.00% and +8.89% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, White Oak India Pioneers Equity ESG Portfolio returned +9.00% against +8.91% for the BSE 500 TRI, 0.09 percentage points ahead. Over 3 years it returned +12.69% against +9.20%; Over 1 year it returned +11.23% 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 Pioneers Equity ESG Portfolio's 3-year return of +12.69% ranks 183rd as of 30 Sep 2026.
White Oak India Pioneers Equity ESG Portfolio is managed by Mr. Parag Jariwala at Whiteoak Capital.
The minimum investment for White Oak India Pioneers Equity ESG Portfolio is ₹50 Lakhs.
White Oak India Pioneers Equity ESG Portfolio was launched on 1 Sep 2021. It has a 5-year track record.
Description
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