Information only. Not advice, not a marketplace.
2218 clients · 61 months · INP000007766
| About the PMS | Details |
|---|---|
| Registration No. | INP000007766 |
| Date of Registration | 2023-01-13 |
| Registered since | 3 yr 8 mo |
| Principal Officer | Mr.Parag Dineshbhai Jariwala |
| Principal Officer Email | parag.jariwala@whiteoakinvestors.com |
| Contact Number | 91-022-62301155 |
| Compliance Officer | Mr.Prannav Shah |
| Compliance Email | prannav.shah@whiteoakinvestors.com |
| Address | Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg, Prabhadevi,MUMBAI, MAHARASHTRA,INDIA,400025 |
| Age | 61 months |
Strategies
Open a strategy, then add up to four to Compare.
Showing 17 of 17 strategies
Trailing return from filed months
- 1Y
- 13.04%
- 3Y
- 15.33%
- 5Y
- 11.07%
Trailing return from filed months
- 1Y
- 4.27%
- 3Y
- 10.60%
- 5Y
- 8.23%
Trailing return from filed months
- 1Y
- 3.74%
- 3Y
- 10.31%
- 5Y
- 7.27%
Trailing return from filed months
- 1Y
- 3.46%
- 3Y
- 11.61%
- 5Y
- 8.50%
Trailing return from filed months
- 1Y
- 5.03%
- 3Y
- 5.64%
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- 10.51%
- 3Y
- 12.76%
- 5Y
- 8.99%
Trailing return from filed months
- 1Y
- 7.55%
- 3Y
- 13.37%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 7.46%
- 3Y
- 10.24%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 12.47%
- 3Y
- 12.33%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 5.15%
- 3Y
- 10.81%
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 9.65%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Bharat@100 Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Emerging Leaders Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Family-Owned Family Managed Portfolio (FOFM)
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 2.86%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WhiteOak Capital Select Stocks Portfolio
Dormant · no recent filingsAge: 29 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Needs 12 months
0.00
Needs 12 months
Needs 12 months
Needs 12 months
0.00
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WHITEOAK CAPITAL ASSET MANAGEMENT Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WHITEOAK CAPITAL ASSET MANAGEMENT Limited performed?
- WHITEOAK CAPITAL ASSET MANAGEMENT Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do WHITEOAK CAPITAL ASSET MANAGEMENT Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many WHITEOAK CAPITAL ASSET MANAGEMENT Limited strategies are listed?
- 17 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I compare a WHITEOAK CAPITAL ASSET MANAGEMENT Limited PMS with others?
- Open a strategy and check the filing month and how long the track is. CAGR needs at least 12 filed months. Add two to four strategies on Compare, on the same month, then export a pack. Know Your PMS is research only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more