Whiteoak Capital Asset Management Limited • Equity
White Oak India Select Equity Portfolio is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 2 Sep 2018. As of 30 Sep 2026, it manages ₹6.72 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.73% over 1 year, +8.80% over 3 years and +6.94% over 5 years (+10.53% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.40 percentage points behind of its benchmark. Its 3-year return ranks 315th 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: Research Picks I Portfolio Approach (+8.82%), Valcreate Growing India (+8.82%), The All-Star Portfolio (+8.70%), Microsec Wealth Management Ltd. (+8.68%).
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 | -7.63% |
| 3 Months | -1.68% |
| 1 Year | -1.73% |
| 3 Years | +8.80% |
| 5 Years | +6.94% |
| Since Inception | +10.53% |
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 Select Equity Portfolio has a 1-year return of -1.73%, a 3-year return of +8.80%, a 5-year return of +6.94% and +10.53% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, White Oak India Select Equity Portfolio returned +6.94% against +8.91% for the BSE 500 TRI, 1.97 percentage points behind. Over 3 years it returned +8.80% against +9.20%; Over 1 year it returned -1.73% 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 Select Equity Portfolio's 3-year return of +8.80% ranks 315th as of 30 Sep 2026.
White Oak India Select Equity Portfolio is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹6.72 Cr of client assets as of 30 Sep 2026.
White Oak India Select Equity Portfolio manages ₹6.72 Cr of client assets as of 30 Sep 2026.
The minimum investment for White Oak India Select Equity Portfolio is ₹50 Lakhs.
White Oak India Select Equity Portfolio was launched on 2 Sep 2018. It has an 8-year track record.
Description
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