Category: India Pioneers Equity Portfolio·Dominant allocation: 7.69
White Oak's White Oak India Pioneers Equity Portfolio is a India Pioneers Equity Portfolio Portfolio Management Services (PMS) strategy managed by 43370, operational since Jul 15589. Benchmark: —.
AUM
₹0 Cr
Min investment
₹50 L
Inception
Jul 15589
Fund manager
43370
About this strategy
White Oak Capital Management Consultants LLP
Performance
Returns (TWRR)
6M
-0.4%
1Y
+7.6%
5Y
+4.3%
Since inception
+7.7%
Alpha
6M
—
1Y
-3.2%
5Y
—
Since inception
—
—
6M
—
1Y
+10.8%
5Y
—
Since inception
—
Classified as 0
₹1 Crore invested — strategy vs benchmark
Hypothetical growth based on TWRR from inception (Jul 15589)
₹1.1 CrStrategy
155892025Today
Hypothetical illustration based on published TWRR over 1 years. Does not account for variable performance fees, taxes, or entry/exit timing. Past performance is not indicative of future results.
Strategy characteristics
1 Yr Turnover Ratio
NA
Percentage of portfolio bought or sold annually. Higher turnover means more active trading and potentially more short-term capital gains tax events in your demat account.
Sharpe ratio, Sortino ratio, beta, standard deviation, and maximum drawdown will be available once sufficient NAV history accumulates. Use turnover ratio and portfolio concentration above as practical risk indicators.
What is White Oak White Oak India Pioneers Equity Portfolio PMS?
White Oak White Oak India Pioneers Equity Portfolio is a India Pioneers Equity Portfolio Portfolio Management Services (PMS) strategy managed by 43370, operational since Jul 15589. White Oak Capital Management Consultants LLP
What are the returns of White Oak White Oak India Pioneers Equity Portfolio?
As of the latest monthly update, White Oak White Oak India Pioneers Equity Portfolio has delivered 7.6% over 1 year and 4.3% over 5 years (TWRR, net of fixed fees). The 1-year alpha versus benchmark is -3.2%.
What is the minimum investment for White Oak White Oak India Pioneers Equity Portfolio?
The minimum investment for White Oak White Oak India Pioneers Equity Portfolio Portfolio Management Services is ₹50 L.
Data compiled from official regulatory disclosures, updated monthly. AND Fintech (ARN-301536, APRN05170) is a registered distributor — not a SEBI-Registered Investment Adviser. This page is for informational and comparison purposes only and does not constitute investment advice or a recommendation. Past performance is not indicative of future results. Please read all scheme related documents carefully before investing.
