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WhiteOak India Equity Fund VI 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 9.40%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.572 Crore, reflecting strong investor confidence.

The WhiteOak India Equity Fund VI 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 VI AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Equity Fund VI

Start Date

24-Nov-22

Category

CAT III - LONG ONLY

Benchmark

BSE 200

AUM (Rs.)

Rs.572 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Not Disclosed

1 Yr. Return

9.40%

3 Yr. Return

NA

5 Yr. Return

NA

WhiteOak India Equity Fund VI Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

2 Yrs, 5 Months

SIP

Available

STP

Available

Average Market Cap

315330.78

WhiteOak India Equity Fund VI AIF Strategy - Cost or Charges

Fixed Fees

2.0% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

WhiteOak India Equity Fund VI AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

WhiteOak India Equity Fund VI Alternative Investment Fund Strategy - Top 5 Sectors

Industrial Products

Not Disclosed

Refineries

Not Disclosed

Financial Services

Not Disclosed

Utility non electric

Not Disclosed

Capital Goods

Not Disclosed

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