Explore Fund managers White Oak Capital Management Consultants LLP
Fund Manager

White Oak Capital Management Consultants LLP

Fund Manager · White Oak & others

White Oak Capital Management Consultants LLP runs 6 strategies on our shelf at White Oak — graded on the same seven pillars as every other manager we track.

7+ yr track record 6 strategies ₹2,755 Cr under watch Avg Nyra 7.9
AUM overseen
₹2,755 Cr
across tracked strategies
Strategies led
6
2 PMS · 4 AIF
Avg Nyra Score
7.9
on the Nyra scale
Longest track
7 yrs
since inception
Profile

About White Oak Capital Management Consultants LLP

White Oak Capital Management Consultants LLP manages 6 strategies at White Oak and other houses, spanning 2 PMS · 4 AIF. Across the strategies PMS Sahi Hai tracks, White oversees ₹2,755 Cr with an average Nyra Score of 7.9.

The tracked book spans 2 PMS · 4 AIF strategies, and its strongest three-year run is +13.8% CAGR on White Oak India Equity Fund V (WOIEF V). PMS mandates here typically start at a ₹50 lakh minimum, held in your own demat account with a SEBI-registered manager.

Every strategy is graded on the same seven pillars — returns, risk, manager tenure, fees, concentration, transparency and AUM fit — so White's record can be read side by side against any other manager on the platform.

How they invest

Investment philosophy — a — discipline

Across the 6 strategies PMS Sahi Hai tracks, White's portfolios share a — approach — here is the shape of it.

01

— at the core

Blends valuation discipline with growth conviction, leaning where the cycle pays.

02

High conviction

Focused books rather than a closet-index sprawl — the strongest ideas actually move the needle.

03

Through the cycle

A 7-year track record across rallies and drawdowns informs how positions are sized.

04

Risk-aware

Drawdowns are managed deliberately rather than chased — capital preservation comes first.

Track record

How White's strategies have performed

Trailing returns — annualised (CAGR) beyond one year, net of fees.

Strategy1Y3Y5YSINyra
White Oak - India Select Equity Fund
AIF · ₹863 Cr
+14.3%+11.8%+23.6%8.5
White Oak - India Equity Fund II
AIF · ₹614 Cr
+2.1%+13.5%+17.7%+17.5%8.3
White Oak - India Pioneers Equity
Equity: Flexi Cap · ₹0 Cr
-8.4%+9.9%+8%+13%8.0
WhiteOak Capital Business Leaders
Equity: Flexi Cap · ₹2 Cr
-5.9%+10.5%+8.4%+8.7%8.0
White Oak India Equity Fund V (WOIEF V)
AIF · ₹1,164 Cr
+3%+13.8%+11.7%7.8
WhiteOak Capital Healthcare Opportunities Fund
AIF · ₹113 Cr
+3.2%6.7

Returns up to 1 year are absolute; beyond 1 year are annualised (CAGR), net of fees, as of the latest available factsheet. Max DD = worst peak-to-trough drawdown. Past performance is not indicative of future returns.

Nyra's take

A solid manager worth a closer look.

White's tracked strategies average 7.9 on the Nyra scale across ₹2,755 Cr, primarily at White Oak. Read the pillar-by-pillar breakdown on each strategy before you commit, and talk to Nyra about where it fits your existing portfolio.

Questions investors ask

White Oak Capital Management Consultants LLP — FAQ

What does White Oak Capital Management Consultants LLP manage?
White Oak Capital Management Consultants LLP runs 6 strategies that PMS Sahi Hai tracks — White Oak - India Select Equity Fund, White Oak - India Equity Fund II, White Oak - India Pioneers Equity, WhiteOak Capital Business Leaders, White Oak India Equity Fund V (WOIEF V), WhiteOak Capital Healthcare Opportunities Fund — totalling ₹2,755 Cr under watch, primarily at White Oak.
What returns has White delivered?
Across tracked strategies, White's best three-year run is +13.8% CAGR (net of fees), with an average Nyra Score of 7.9. See the performance table above for the full period-by-period breakdown. Past performance is not indicative of future returns.
How are White's strategies scored?
Each strategy gets a Nyra Score graded on seven pillars: returns (net of fees), risk, manager tenure, fees, concentration, transparency and AUM fit. White's strategies average 7.9.
What's the minimum to invest with White?
PMS mandates typically require a ₹50 lakh minimum, held in your own demat account. Onboarding runs through White Oak with full KYC, and we can walk you through it end to end.
Is White right for my portfolio?
White Oak Capital Management Consultants LLP's 2 PMS · 4 AIF strategies suit investors comfortable with that exposure and a ₹50 lakh+ ticket. Talk to a SEBI-registered advisor — or ask Nyra — to check the fit against your goals and risk profile.

Biographical details are drawn from public sources; strategy returns come from the latest available factsheets and may carry different as-on dates. PMS & AIF investments are subject to market risks; past performance is not indicative of future returns. PMS Sahi Hai is an independent marketplace and is not affiliated with White Oak Capital Management Consultants LLP or White Oak. This is not investment advice.

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