White OAK India Pioneers Equity Portfolio


Key Portfolio Attributes

Mr. Prashant Khemka

Inception Date: 20 April 2019

Number of Stocks: 40 - 60

Founder's Name: Mr. Prashant Khemka

Founder's Qualification: Prashant has a BE in Mechanical Engineering from Mumbai University and an MBA in Finance from Vanderbilt University in the United States, where he received the Matt Wigginton Leadership Award for outstanding performance in Finance. He was awarded the CFA designation in 2001 and is a fellow of the Ananta Aspen Centre, India.

Founder's Experience: Total Experience-21 years, Founded White OAK in 2017

Portfolio Manager: Team White Oak

Investment Objective

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

Portfolio Strategy

The investment strategy of this fund follows strong investment values via long-only fundamental bottom-up stock selection. They have a simple yet powerful investment philosophy of investing in businesses based on stock selection, rather than being driven by macro factors.

At White Oak, they believe outsized returns are earned over time by investing in great businesses at attractive values, i.e. growth at reasonable prices. A great business is one that is well managed, scalable, and generates superior returns on incremental capital.

A disciplined analytical process along with a balanced portfolio construction delivers tangible returns with a long-term focus on alpha.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.8%8.7%2.9%-0.7%28.4%24.2%20.2%
BSE 5004.8%9.2%8.5%7.0%29.8%21.2%16.4%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %
INFOSYS LTD 8.86
ICICI BANK LTD 7.95
HDFC BANK LTD 6.33
NESTLE INDIA LTD 4.44
ASIAN PAINTS LTD 4.38
Top 5 Equity Holdings 31.97

Sector Allocation


Holding %
Health Care 8.95
Materials 9.07
Consumer Disc 12.45
Information Tech 22.00
Financials 32.36

Market Cap Allocation


Allocations %
Large Cap 65.3
Mid Cap 18.0
Small Cap 15.8
Cash 0.9


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists


From the Founders & Managers of White Oak Capital Management PMS

What to expect from White Oak India Pioneers Equity Portfolio PMS?

  • The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India. The investment strategy is long only with a bottom-up stock selection approach. The investment philosophy is, that outsized returns are earned over time by investing in great businesses at attractive values. A great business, in our view, is one that is well managed, scalable, and generates superior returns on incremental capital. Valuation is attractive when the current market price is at a substantial discount to intrinsic value.

Who should invest in White Oak India Pioneers Equity Portfolio PMS?

This product is most suitable for Onshore Indian family offices & HNIs who want to invest in Indian equity markets with an aim to generate consistent alpha over the long-term.

Which is the best company through which an investor can invest in White OAK India Pioneers Equity Portfolio?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.



Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.

*QRC Report Card data is updated quarterly. Current data is as of Jun 22.




Related Investments


Related Videos

Do Not Simply Invest, Make Informed Decisions