APMI

White Oak India Equity Portfolio Approach

Investment Approach Details

₹3.37

(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

31/08/2018

Age

6.7 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To achieve long term capital appreciation that would consist of primarily listed securities (generally 80% to 100%) but the Portfolio Manager may invest in other securities as may be permissible under the SEBI (Portfolio Managers) Regulations 2020 and/or similar applicable regulation as amended from time to time.

Fund Manager Details


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

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 28/02/2025

1 Month Turnover

0.00

1 Year Turnover

0.76