APMI

White Oak India Pioneers Equity ESG Portfolio

Investment Approach Details

₹7.62

(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

01/09/2021

Age

3.8 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

NA

Variable Fees Structure

NA

Exit Load

NA

Purpose

The objective of the strategy is to achieve long term
capital appreciation by primarily investing in listed securities in India.Since sustainability of returns and corporate governance form an important element of our
investment philosophy, the investment approach integrates Environment, Social, and
Governance (â??ESGâ??) factors in decision-making process in selection of any security in the
portfolio. Focus would be on businesses with industry-leading environmental compliance
practices and those that demonstrate ethical business conduct and fair dealings with
stakeholders.

Fund Manager Details


Chaitanya Kapur
Work Exp. NA
Email ID chaitanya.kapur@whiteoakindia.com
Mobile No 9619643539
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/03/2024

1 Month Turnover

0.05

1 Year Turnover

0.81