APMI

White Oak India Pioneers Equity ESG Portfolio

Investment Approach Details

₹8.90

(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

01/09/2021

Age

3.1 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. Since sustainability of returns and corporate governance form an important element of our investment philosophy, the investment approach integrates Environment, Social, and Governance (ESG) factors in decision-making process in selection of any security in the portfolio. Focus would be on businesses with industry-leading environmental compliance practices and those that demonstrate ethical business conduct and fair dealings with stakeholders.

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 30/09/2024

1 Month Turnover

0.00

1 Year Turnover

0.55