The objective of this portfolio is to generate sustained capital appreciation through superior returns over time with a long-only balanced & well diversified investment approach of select companies agnostic to benchmark S&P BSE 500

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
-5.56% | 0.87 | 15.08% | 67.35% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
White Oak Capital Management India Pioneers Equity | 4.7% | 1.6% | -4.6% | -0.5% | 6.7% | 21.8% | 15.9% | ||
BSE 500 TRI | 4.6% | 2.1% | -1.1% | 4.2% | 12.3% | 25.5% | 13.0% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
White Oak Capital Management India Pioneers Equity | Multi Cap | Team White Oak | 09 April 2019 | 4Y 1M | 7930 | BSE 500 TRI | 15.9% | 67 | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | -1.12% | -6.1% | 67.35% | -7.22% | 0.87 | 15.08% | -0.76 | 3.60% | 0.37 | 48.98 % |
Nifty 500 | -1.11% | -4.45% | -5.56% | 0.87 | 3.36% | 0.37 | 51.02 % | |||
Nifty Midcap 100 | -7.24% | -1.74% | -8.98% | 0.81 | 0.88% | 0.07 | 46.94 % | |||
Nifty Smallcap 100 | 1.56% | 4.43% | 5.99% | 0.70 | 6.42% | 0.39 | 48.98 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
ICICI BANK LTD | 8.60 |
HDFC BANK LTD | 8.20 |
INFOSYS LTD | 5.10 |
NESTLE INDIA LTD | 5.10 |
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD | 4.10 |
Top 5 Equity Holdings | 31.10 |
Sector Allocation
Holding | % |
---|---|
Financials | 31.40 |
Consumer Disc | 15.00 |
Materials | 12.60 |
Information Tech | 10.50 |
Industrials | 10.10 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 61.1 |
Mid Cap | 21.7 |
Small Cap | 15.8 |
Cash | 1.4 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

From the Founders & Managers of White Oak Capital Management PMS
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Disclaimer
#Returns as of 30 Apr 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 23.