White Oak Capital Management Consultants LLP
AUM (Cr.)
4851.71
No. of Clients
3215
No. of Investment Approach
9
As On
31 May 2025
WhiteOak Capital AMC is part of WhiteOak Capital group of companies founded by Mr. Prashant Khemka an investment professional with an enviable track record spanning over two decades. The group offers investment services through a wide array of fund vehicles from its offices in India, Singapore, Mauritius, Switzerland, Spain, UK, and Dubai to individual and institutional investors in India and worldwide. WhiteOak Capital Asset Management Limited strives to be a performance-centric organization with the vision of providing strong & consistent investment performance to its investors. We are driven by a “Performance First Culture,” focusing on bottom-up stock selection-based approach and robust risk management. Our team comprises seasoned professionals with rich experience in Financial Services, led by our CEO, Mr. Aashish Somaiyaa, who brings 25+ years of experience in the asset management industry. The belief and investment mantra of the seasoned investment team is that outsized returns are earned over time by investing in great businesses at attractive valuations. Accordingly, the team employs a proprietary, cash-flow-based ‘Opco-Finco’ analytical and valuation framework, providing unique insights in contrast to accounting earnings-based models. From a portfolio construction perspective, the team maintains a balanced portfolio to ensure that alpha generation captures stock-picking ability while consciously avoiding market timing, sector rotation, and other top-down macro bets, which add little or no value. The team’s focus on alpha generation has consistently yielded peer-group leading performance across various funds since inception. The firm’s first domestic offering, White Oak India Equity Fund (WOIEF-I), has been awarded the Best Long Only CAT 3 AIF across all categories for three years ending 31st March, 2021 by PMS AIF World. White Oak Group’s Irish domiciled Ashoka India Opportunities Fund (AIOF) also ranks as the best-performing India UCITS fund since its inception at the end of 2018, according to data from leading investment publications in Europe.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Pioneers Equity Portfolio |
MULTI CAP & FLEXI CAP | 11.18% | 18.41% | 15.73% | 21.82% | Sep 2018 |
Digital Leaders |
THEMATIC | 20.52% | 19.98% | 14.50% | NA | Jan 2022 |
Research Select Equity |
MULTI CAP & FLEXI CAP | 12.73% | NA | NA | NA | May 2024 |
Business Leaders PMS |
MULTI CAP & FLEXI CAP | 12.33% | 17.34% | 15.36% | NA | Jan 2021 |
India Select Equity |
MULTI CAP & FLEXI CAP | 23.67% | 20.07% | 18.79% | 21.87% | Aug 2018 |
* Returns are as on 31st May 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
| AIF Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
India Equity Fund II |
CAT III - LONG ONLY | 13.31% | 19.32% | 15.96% | 22.38% | Mar 2019 |
India Equity Fund V |
CAT III - LONG ONLY | 13.41% | 19.50% | 16.18% | NA | Feb 2022 |
India Equity Fund VI |
CAT III - LONG ONLY | 13.53% | 21.74% | NA | NA | Nov 2022 |
Capital Equity Fund |
CAT III - LONG ONLY | NA | NA | NA | NA | Feb 2025 |
* All performance above are as on 31st May 2025, * Above 1 year returns are in CAGR*
Portfolio Manager Profile
Ms WhiteOak Capital Asset Management Limited
Fund Manager
AMC Registered Address
Unit 6, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400025
SEBI Reg No : INP000007766
AMC Investor Login Link
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AMC Website Link
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All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.