Whiteoak Capital Asset Management Limited • Equity
WhiteOak India Business Leaders PMS is an equity portfolio management service (PMS) strategy run by Whiteoak Capital Asset Management Limited, launched on 21 Jan 2021. As of 30 Sep 2026, it manages ₹48.21 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.25% over 1 year, +8.52% over 3 years and +6.04% over 5 years (+9.74% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.68 percentage points behind of its benchmark. Its 3-year return ranks 321st 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: Core Value Concentrated (+8.62%), Phillip Alpha Creation Equity Strategy (+8.59%), Emerging Moat (+8.49%), NAFA Emerging Blue Chip Portfolio (+8.48%).
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 | -5.76% |
| 3 Months | -2.04% |
| 1 Year | -1.25% |
| 3 Years | +8.52% |
| 5 Years | +6.04% |
| Since Inception | +9.74% |
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 India Business Leaders PMS has a 1-year return of -1.25%, a 3-year return of +8.52%, a 5-year return of +6.04% and +9.74% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, WhiteOak India Business Leaders PMS returned +6.04% against +8.91% for the BSE 500 TRI, 2.87 percentage points behind. Over 3 years it returned +8.52% against +9.20%; Over 1 year it returned -1.25% 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, WhiteOak India Business Leaders PMS's 3-year return of +8.52% ranks 321st as of 30 Sep 2026.
WhiteOak India Business Leaders PMS is managed by Mr. Parag Jariwala at Whiteoak Capital. The strategy manages ₹48.21 Cr of client assets as of 30 Sep 2026.
WhiteOak India Business Leaders PMS manages ₹48.21 Cr of client assets as of 30 Sep 2026.
The minimum investment for WhiteOak India Business Leaders PMS is ₹50 Lakhs.
WhiteOak India Business Leaders PMS was launched on 21 Jan 2021. It has a 5-year track record.
Description
All Whiteoak Capital PMS strategies →Browse all PMS strategies in India →