Whiteoak Capital Asset Management Limited • Equity
WhiteOak Capital Research Select Equity Portfolio Approach is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 8 Aug 2023. As of 30 Sep 2026, it manages ₹20.97 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -3.61% over 1 year (+3.35% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 1.28 percentage points behind of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Mr. Parag Jariwala.
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 | -5.65% |
| 3 Months | -2.58% |
| 1 Year | -3.61% |
| Since Inception | +3.35% |
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 callWhiteOak Capital Research Select Equity Portfolio Approach has a 1-year return of -3.61% and +3.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, WhiteOak Capital Research Select Equity Portfolio Approach returned -3.61% against -2.33% for the BSE 500 TRI, 1.28 percentage points behind. Figures as of 30 Sep 2026.
WhiteOak Capital Research Select Equity Portfolio Approach is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹20.97 Cr of client assets as of 30 Sep 2026.
WhiteOak Capital Research Select Equity Portfolio Approach manages ₹20.97 Cr of client assets as of 30 Sep 2026.
The minimum investment for WhiteOak Capital Research Select Equity Portfolio Approach is ₹50 Lakhs.
WhiteOak Capital Research Select Equity Portfolio Approach was launched on 8 Aug 2023. It has a 3-year track record.
Description
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