WhiteOak Business Leaders PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.
The WhiteOak Business Leaders PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.
It falls under the MULTI CAP & FLEXI CAP investment category, offering diversified exposure. As of now, the strategy has a total AUM of Rs.63.48 Cr.
Over the last 1 year, it delivered a strong return of -2.22%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500 TRI, ensuring broad market comparison.
WhiteOak Business Leaders PMS Strategy or Investment Approach - PMS Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
WhiteOak Business Leaders Portfolio Management Strategy - Portfolio Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
WhiteOak Business Leaders PMS Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
WhiteOak Business Leaders PMS Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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WhiteOak Business Leaders Portfolio Strategy - Top 5 Sectors
Financial Services
Healthcare
Consumer Services
Consumer Discretionary
Industrials