White Oak India Select Equity Portfolio
EQUITY FLEXI CAP
To achieve long term capital appreciation by primarily investing in listed securities in India.
+10.81%
3Y annualised returns
+14.94%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
31 Aug '18
Total AUM
₹84.40Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity97.1%
Cash2.9%
Equity market cap split
Large Cap57.0%
Small Cap33.7%
Mid Cap7.6%
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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