White Oak India Top 200 PMS


Key Attributes

Inception Date: 22 January 2021

Number of Stocks: 30-50

Founder's Name: 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 the strategy is to achieve long term capital appreciation by primarily investing in top 200 ‘listed securities’ by market capitalization in India. The investment strategy is long only with a bottom-up stock selection of companies agnostic to benchmark BSE 200.

Portfolio Strategy

This is a style agnostic fund that aims to avoid businesses with weaker characteristics like poor corporate governance, weak returns on incremental capital, substitution or obsolescence risk. The fund is designed to identify and research good businesses from a broad universe and invest in the most attractively valued companies.

Investment Philosophy

The investment philosophy is, that outsized returns are earned over time by investing in great businesses at attractive values. A great business, in their 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.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio-3.3%-4.2%------14.5%
BSE 200-0.7%-0.1%------19.1%



QRC Report Card *




VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS

Portfolio Holdings


Holding %

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 60.8
Mid Cap 24.8
Small Cap 7.0
Cash 7.3

Disclaimer

#Returns as of 30 Apr 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 Mar 22.



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