Whiteoak Capital Asset Management Limited — PMS strategies

Whiteoak Capital Asset Management Limited is a SEBI-registered portfolio manager running 16 strategies in our tracker, holding ₹2,807 Cr in aggregate AUM across the 11 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Sep 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 16 strategies from Whiteoak Capital Asset Management Limited

• White Oak India Pioneers Equity PortfolioMulticap₹2,618 CrAUM8.5%3Y
• White Oak India Pioneers Equity Portfolio STP Plan₹56 CrAUM8.2%3Y
• White Oak India Digital Leaders₹51 CrAUM10.2%3Y
• WhiteOak India Business Leaders PMS₹48 CrAUM8.5%3Y
• WhiteOak Capital Research Select Equity Portfolio Approach₹21 CrAUM0.0%3Y
• White Oak India Select Equity Portfolio₹7 CrAUM8.8%3Y
• White Oak India Equity Portfolio Approach₹3 CrAUM12.7%3Y
• White Oak India Liquid PortfolioHybrid₹2 CrAUM5.6%3Y
• Research Picks II Portfolio Approach₹0 CrAUM8.9%3Y
• Key Picks Portfolio Approach₹0 CrAUM7.6%3Y
• Research Picks I Portfolio Approach₹0 CrAUM8.8%3Y
• White Oak India Pioneers Equity ESG Portfolio—AUM12.7%3Y
• WhiteOak Capital Bharat 100 Portfolio Approach—AUM—3Y
• WhiteOak Capital Emerging Leaders Portfolio Approach—AUM0.0%3Y
• WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM) Approach—AUM0.0%3Y
• WhiteOak Capital Select Stocks Portfolio Approach—AUM0.0%3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Sep 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.