APMI

White Oak India Equity Portfolio Approach

Investment Approach Details

₹5.48

(AUM CR)

PMS Provider Name

White Oak Capital Management Consultants LLP

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/08/2018

Age

6.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

To achieve long term capital appreciation that would consist of primarily listed securities (generally 80% to 100%) but the Portfolio Manager may invest in other securities as may be permissible under the SEBI (Portfolio Managers) Regulations 2020 and/or similar applicable regulation as amended from time to time.

Fund Manager Details


Chaitanya Kapur
Work Exp. NA
Email ID chaitanya.kapur@whiteoakindia.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.00

1 Year Turnover

0.14