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 ₹3,176 Cr in aggregate AUM across the 12 that publish a figure. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 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₹2,946 CrAUM9.9%3Y
• WhiteOak India Business Leaders PMS₹65 CrAUM9.9%3Y
• White Oak India Pioneers Equity Portfolio STP Plan₹63 CrAUM9.6%3Y
• White Oak India Digital Leaders₹61 CrAUM9.0%3Y
• WhiteOak Capital Research Select Equity Portfolio Approach₹22 CrAUM—3Y
• White Oak India Select Equity Portfolio₹12 CrAUM10.1%3Y
• White Oak India Equity Portfolio Approach₹3 CrAUM13.8%3Y
• White Oak India Liquid PortfolioHybrid₹2 CrAUM5.7%3Y
• White Oak India Pioneers Equity ESG Portfolio₹1 CrAUM10.0%3Y
• Research Picks II Portfolio Approach₹0 CrAUM11.0%3Y
• Research Picks I Portfolio Approach₹0 CrAUM10.1%3Y
• Key Picks Portfolio Approach₹0 CrAUM9.5%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—AUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 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.