WhiteOak Capital Research Select Equity
EQUITY FLEXI CAP
The investment strategy is to build a Portfolio of “Best ideas of Research Team” across sectors/industries with no top-down allocation bias of growth, value, contra cyclical etc or with no thematic biases like domestic vs. exports, defensive vs. cyclical or any market cap biases.
+0.91%
1Y annualised returns
+3.64%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
21 May '24
Total AUM
₹22.31Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity95.5%
Cash4.5%
Equity market cap split
Large Cap69.2%
Mid Cap14.1%
Small Cap11.9%
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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