White Oak - India Pioneers Equity
EQUITY FLEXI CAP
To generate sustained capital appreciation through superior returns over time.
+10.01%
3Y annualised returns
+11.89%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
27 Sep '18
Total AUM
₹2,896.01Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity99.2%
Cash0.8%
Equity market cap split
Large Cap58.5%
Small Cap27.7%
Mid Cap13.0%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0.00%
PMS management
WOWhite Oak Capital Management Consultants LLPView details
WO
White Oak Capital Management Consultants LLP
View details
About
White Oak Capital Management Consultants LLP
PMS house
White Oak Capital Management LLP
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