Whiteoak Capital Asset Management Limited • Equity
White Oak India Pioneers Equity Portfolio STP Plan is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 16 Sep 2020. As of 30 Sep 2026, it manages ₹56.23 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.48% over 1 year, +8.22% over 3 years and +5.82% over 5 years (+10.29% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.98 percentage points behind of its benchmark. Its 3-year return ranks 335th 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: Barclays Wealth Dynamic Opportunities portfolio (+8.26%), Tailored Discretionary Portfolio - Aggressive (+8.23%), ICICI Prudential PMS Enterprising India Strategy Series II (+8.19%), Ambit Good & Clean Multi Cap Portfolio (+8.18%).
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 | -5.60% |
| 3 Months | -0.50% |
| 1 Year | -1.48% |
| 3 Years | +8.22% |
| 5 Years | +5.82% |
| Since Inception | +10.29% |
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 Portfolio STP Plan has a 1-year return of -1.48%, a 3-year return of +8.22%, a 5-year return of +5.82% and +10.29% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, White Oak India Pioneers Equity Portfolio STP Plan returned +5.82% against +8.91% for the BSE 500 TRI, 3.09 percentage points behind. Over 3 years it returned +8.22% against +9.20%; Over 1 year it returned -1.48% 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 Portfolio STP Plan's 3-year return of +8.22% ranks 335th as of 30 Sep 2026.
White Oak India Pioneers Equity Portfolio STP Plan is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹56.23 Cr of client assets as of 30 Sep 2026.
White Oak India Pioneers Equity Portfolio STP Plan manages ₹56.23 Cr of client assets as of 30 Sep 2026.
The minimum investment for White Oak India Pioneers Equity Portfolio STP Plan is ₹50 Lakhs.
White Oak India Pioneers Equity Portfolio STP Plan was launched on 16 Sep 2020. It has a 6-year track record.
Description
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