White Oak India Pioneers Equity Portfolio
- Portfolio manager
- Parag Jariwala
- Benchmark
- S&P BSE 500 TRI
- Minimum investment
- Rs 50 lakh (SEBI minimum)
- Inception
- Not publicly available
Performance
As of 31 August 2026Absolute return
- 1 Year+4.28%
Annualised (CAGR)
- 2 Year+1.61%
- 3 Year+10.61%
- 5 Year+7.69%
- Since inception+14.94%
Our analysis
White Oak India Pioneers Equity Portfolio is a Multi Cap portfolio management service offered by White Oak Capital Management, managed by Parag Jariwala. It is benchmarked against the S&P BSE 500 TRI. Over the last three years it has returned +10.61% annualised, and +7.69% annualised over five years (as of 31 August 2026). Like all PMS products in India, it requires a minimum investment of ₹50 lakh and carries the market risk of a concentrated equity portfolio.
How it compares to peers
Among the 35 Multi Cap PMS strategies we track with a three-year record, White Oak India Pioneers Equity Portfolio ranks #29 by three-year annualised return.
That is 4.05 percentage points below the Multi Cap peer average of 14.66% across the strategies we track.
Recent trajectory
Its last twelve months (+4.28%) have trailed its three-year annualised pace (+10.61%), a reminder that shorter periods can be bumpy even when the longer record holds up.
Consistency
Across the 5 return periods we track, 5 are positive. Its strongest reading is the since-inception figure (+14.94%) and its weakest is the 2-year figure (+1.61%).
Illustration — growth of the ₹50 lakh minimum
At this strategy's reported three-year annualised rate of 10.61%, ₹50 lakh compounding for three years would reach about ₹67.7 lakh before fees and taxes.
An illustration of the reported rate, not a forecast. Actual results vary; past performance is not indicative of future results.
Who it typically suits
Multi Cap strategies like this one generally suit investors who want a single strategy to move across large, mid and small companies as the manager sees opportunity, rather than being fixed to one size.
Fund manager
Fund Manager
- Previously
- White Oak Capital
- Investment philosophy
- Balanced, bottom-up stock selection.
Investment approach
Great businesses at attractive values, with balanced construction so stock selection drives returns.
Risk information
Equity PMS strategies carry market risk and can be volatile; concentrated and mid/small-cap portfolios more so. Maximum drawdown and other risk statistics are not publicly available in this dataset — refer to the strategy's disclosure document.
Frequently asked questions
Who manages the White Oak India Pioneers Equity Portfolio?
The strategy is managed by Parag Jariwala at White Oak Capital Management.
What have the returns of White Oak India Pioneers Equity Portfolio been?
As of 31 August 2026, the strategy has delivered +4.28% over one year and +10.61% annualised over three years, with a five-year annualised return of +7.69%. Returns of one year or less are absolute; longer periods are CAGR. Past performance is not indicative of future results.
What is the minimum investment for White Oak India Pioneers Equity Portfolio?
SEBI mandates a minimum investment of ₹50 lakh for any Portfolio Management Service in India, and this strategy is no exception (the firm states: Rs 50 lakh (SEBI minimum)).
How much would ₹50 lakh have grown at this strategy's three-year rate?
If ₹50 lakh had compounded at the strategy’s three-year annualised rate of 10.61% for three years, it would be worth about ₹67.7 lakh before fees and taxes. This is an illustration of the reported rate, not a prediction — actual results vary and past performance is not indicative of future results.
Is White Oak India Pioneers Equity Portfolio suitable for me?
Multi Cap strategies like this one generally suit investors who want a single strategy to move across large, mid and small companies as the manager sees opportunity, rather than being fixed to one size. Whether it fits your specific goals, horizon and risk appetite is a personal decision — consider speaking to a SEBI-registered adviser or distributor before investing.
Important disclosures
Past performance is not indicative of future results. PMS investments are subject to market risks. Performance data is provided for informational purposes and should not be construed as investment advice or a recommendation to invest. Investors should review the relevant PMS disclosure documents and consult an appropriately qualified professional before making investment decisions.
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