WhiteOak India Equity Fund V AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.
It follows the benchmark BSE 200 and has delivered a 1-year return of 7.02%. The strategy emphasises investing in high-quality businesses with long-term growth potential.
The total AUM of the fund stands at Rs.1059 Crore, reflecting strong investor confidence.
The WhiteOak India Equity Fund V AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.
This disciplined, research-driven strategy aligns with WhiteOak’s philosophy of quality and conviction-based investing.
WhiteOak India Equity Fund V AIF Strategy or Investment Approach - AIF Details
Strategy Name
Start Date
Category
Benchmark
AUM (Rs.)
Min. Investment
Fund Manager
1 Yr. Return
3 Yr. Return
5 Yr. Return
WhiteOak India Equity Fund V Alternative Investment Fund - Fund Characteristics
No. of Stocks
Top 5 Stocks%
Top 5 Sectors%
Portfolio Age
SIP
STP
Average Market Cap
WhiteOak India Equity Fund V AIF Strategy - Cost or Charges
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
WhiteOak India Equity Fund V AIF Investment Approach - Portfolio Composition
Large Cap
Mid Cap
Small Cap
Cash & Equivalent
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WhiteOak India Equity Fund V Alternative Investment Fund Strategy - Top 5 Sectors
Industrial Products
Refineries
Financial Services
Utility non electric
Capital Goods