WhiteOak Capital Digital Leaders

EQUITY

Invests in companies emerging as leaders in the digital era.

+11.22%

3Y annualised returns

+14.94%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

05 Jan '22

Total AUM

₹88.36Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity97.7%

Cash2.4%

Equity market cap split

Large Cap50.0%

Small Cap31.9%

Mid Cap14.2%

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

About

White Oak Capital Management Consultants LLP

PMS house

White Oak Capital Management LLP

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