Digital Leaders

White Oak Capital Management Consultants LLP
PMS Thematic
Benchmark
S&P BSE 500 TRI
Inception Date
5 January 2022
Min. Investment
₹50,00,000
AUM (Cr.)
₹81.78
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

To capitalize on businesses demonstrating leadership within the digital transformation landscape through pioneering innovation and advanced technology adoption across their industries.

Investment Objective

To capitalize on opportunities presented by organizations that are spearheading digital transformation and demonstrating leadership in technological adoption and innovation across their industries.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -3.65% -0.24% -3.41%
3 MONTHS 1.50% 5.02% -3.52%
6 MONTHS -3.62% 1.63% -5.25%
1 YEAR -1.28% 7.63% -8.91%
2 YEAR 10.61% 11.64% -1.03%
3 YEAR 14.75% 16.40% -1.65%
SINCE INCEPTION 4.62% 12.69% -8.07%

Calendar Year Performance

Year Return
CY 2025 -1.28%
CY 2024 23.95%

Financial Year Performance

Year Return
FY 26_YTD 8.75%
FY 25 10.70%

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Details

Portfolio Composition

Large Cap
37.68%
Mid Cap
24.32%
Small Cap
36.97%
Cash & Equivalent
1.03%

Top 5 Holdings

  • Bharti Airtel Ltd 9.27%
  • Info Edge India Ltd 8.51%
  • HDFC Bank Ltd 7.58%
  • ICICI Bank Ltd 7.52%
  • Computer Age Management Services Ltd 6.29%

Top 5 Sectors

  • Financials 26.53%
  • Comm Services 19.50%
  • Consumer Discretionary 17.73%
  • Information Technology 16.89%
  • Industrials 13.96%

Portfolio Characteristics

total number of stocks
33
top 5 stocks percent
39.17%
top 5 sectors percent
94.61%
average market cap
394278.70
portfolio age
3 Yrs, 11 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: 1.5%

Hurdle: %

Profit Sharing: 20%

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)