Clear all

Search

COMPANIES

No Data Found

INDICES ANALYSIS

No Data Found

AMCs

No Data Found

MUTUAL FUNDS

No Data Found

NEWS

No Data Found

events

Special

comparison

Feedback

COMPARE PMS Schemes

A detailed comparison of PMS schemes on parameters like Fee structure, Portfolio, Returns etc

White Oak - India Pioneers Equity Portfolio

Business Leaders PMS

Fund Summary

Category	FLEXICAP	FLEXICAP
AUM (₹ cr)	4814	112
Fixed Fee	2.50%	2.50%
Variable Fee	1.50%	1.50%
Hurdle Rate	S&P BSE 500(Benchmark)	S&P BSE 500(Benchmark)
Profit Sharing	20% on Outperformance / Alpha	20% on Outperformance / Alpha
Benchmark	S&P BSE 500 TRI	S&P BSE 500 TRI
Portfolio Age	6 years, 5 months	4 years, 1 months

Trailing Returns

Portfolio Manager


Profile

Detailed Portfolio

Allocation by Market Cap	Large Cap 63.1% Mid Cap 11.16% Small Cap 24.93%	Large Cap 79.5% Mid Cap 12.8% Small Cap 6.2%
Sector Holdings	Consumer Services 9.91% Fast Moving Consumer Goods 5.94% Financial Services 34.27% Healthcare 10.32% Information Technology 8.66%	Automobile and Auto Components 5.68% Consumer Services 9.3% Fast Moving Consumer Goods 5.9% Financials Services 36% Healthcare 6.9% Information Technology 10.8%
Stock Holdings	Bharti Airtel Ltd 3.5% HDFC Bank Ltd 7.74% ICICI Bank Ltd 8.41% State Bank Of India 3.68% Tata Consultancy Services Ltd 4.36%	Bharti Airtel Ltd. 4% HDFC Bank Ltd 8.9% ICICI Bank Ltd 9.8% State Bank Of India 4.2% Tata Consultancy Services Ltd 5.2% Zomato Limited 3.61%

Investment Details

Min. Investment	₹5000000	₹5000000
SIP Option	Not Available	Not Available
STP Option	Available	Available
Exit Load	Exit load is 0%	Exit load is 0%

POPULAR COMPARISONS

ASK Emerging Opportunities Portfolio

ATLAS - Midcap PMS Fund

Tamohara - TIOS

Sanctum - Indian Titans

Sundaram Alternates - SELF Portfolio

Centrum - Deep Value IV

Sundaram Alternates - Rising Stars

Ambit Investment Advisors - Emerging Giants

Accuracap - Alpha10

White Oak - India Pioneers Equity Portfolio

Business Leaders PMS

Copyright©2025 Living Media India Limited. For reprint rights: Syndications Today

Advertisement