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Baasava Hathiwala
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PMS Company

White Oak Capital Management

Great businesses at attractive values, with balanced construction so stock selection drives returns.

Strategies
1
Fund managers
1
SEBI registration
Verify on the SEBI Portfolio Managers list
Official website
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Overview

White Oak Capital Management runs 1 portfolio management strategy in our database, spanning 1 category (Multi Cap). Its White Oak India Pioneers Equity Portfolio strategy has a three-year annualised return of +10.61%. Great businesses at attractive values, with balanced construction so stock selection drives returns. All figures are sourced from public disclosures and dated; PMS in India carries a ₹50 lakh minimum and market risk.

Top-performing strategy

Ranked by 3-year CAGR among this company's strategies with at least 3 years of history. Not an investment recommendation.

White Oak India Pioneers Equity Portfolio

Parag Jariwala · Multi Cap · Benchmark S&P BSE 500 TRI

1Y

+4.28%

3Y CAGR

+10.61%

5Y CAGR

+7.69%

As of 31 August 2026 · Source: PMS AIF World

Fund managers

Strategies

Strategy Manager Category 1Y 3Y CAGR 5Y CAGR As of
White Oak India Pioneers Equity Portfolio Parag Jariwala Multi Cap +4.28% +10.61% +7.69% 31 August 2026

Returns ≤1 year are absolute; multi-year returns are annualised (CAGR). Data as of each row's date. Past performance is not indicative of future results.

Frequently asked questions

How many PMS strategies does White Oak Capital Management offer?

We track 1 White Oak Capital Management strategy across Multi Cap. You can see each one, with returns and the fund manager, in the table on this page.

Which White Oak Capital Management strategy has performed best?

By three-year annualised return in our dataset, White Oak India Pioneers Equity Portfolio leads with +10.61% (as of 31 August 2026). This is a factual ranking of reported returns, not a recommendation — past performance is not indicative of future results.

What is the minimum investment for White Oak Capital Management PMS?

As with every Portfolio Management Service in India, SEBI mandates a minimum investment of ₹50 lakh.

Is White Oak Capital Management PMS registered with SEBI?

Portfolio Managers in India must be registered with SEBI. You can verify White Oak Capital Management's current registration on the official SEBI list of registered Portfolio Managers linked on this page.

Disclosure. Past performance is not indicative of future results. PMS investments are subject to market risks. This information is for research and education only and is not investment advice or a recommendation. Verify current details on White Oak Capital Management's official website and the SEBI list of registered Portfolio Managers.

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