APMI

WhiteOak Capital Research Select Equity Portfolio Approach

Investment Approach Details

₹11.54

(AUM CR)

PMS Provider Name

Whiteoak Capital Asset Management Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

08/08/2023

Age

1.3 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the strategy is to achieve long-term capital appreciation by primarily investing in listed securities in India. The investment strategy is to build a Portfolio of â??Best ideas of Research Teamâ?? across sectors/industries
with no top-down allocation bias of growth, value, contra cyclical etc or with no thematic
biases like domestic vs. exports, defensive vs. cyclical or any market cap biases.

Fund Manager Details


Mr. Parag Jariwala
Work Exp. NA
Email ID parag.jariwala@whiteoakinvestors.com
Mobile No 9819234947
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.20

1 Year Turnover

0.00