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White Oak India Digital Leaders

Whiteoak Capital Asset Management Limited

65.28 CR AUM

White Oak India Digital Leaders

White Oak India Digital Leaders

Whiteoak Capital Asset Management Limited

65.28 CR AUM

BSE 500 TRI
Benchmark
4yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
4yr 4mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

parag jariwala

Fund Manager
EQUITYStrategies

Director - Investments, White Oak Capital Management.

Director - Investments, White Oak Capital Management.

Purpose

WhiteOak India Digital Leaders portfolio aims to invest in companies that are emerging as leaders in the digital era by being at the forefront of innovation and technology implementation in their respective sectors. The strategy focuses on businesses that are building technology platforms, enabling digital transformation, and creating scalable digital ecosystems across industries. The investment approach identifies companies that are leaders in adopting technology in their businesses, investing in new technologies such as artificial intelligence, blockchain, machine learning, augmented reality and virtual reality, and delivering world class customer experience through digital channels. The portfolio also includes companies enabling Digital India through digital infrastructure, products and services and firms spearheading research and development or industrial automation capabilities. The strategy follows a bottom up stock selection philosophy supported by disciplined fundamental research and the proprietary OpcoFinco analytical framework, with a balanced portfolio construction approach where performance is driven primarily by stock selection rather than macro views. Illustrative portfolio companies have included Persistent Systems, CarTrade Tech, ICICI Bank, Bharti Airtel, Kaynes Technology and Kfin Technologies. Sector specific with focus on technology services, software, consumer internet, financial services, healthcare, industrial automation and new age technology businesses. Market cap combination of large cap, mid cap and small cap.

Investment Approach v/s Benchmark Metrics

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1M IA return
13.36%
1M benchmark return
10.38%
Alpha
2.98%
1M Wealth multiple
1.13x

Investment Approach v/s Benchmark Performance

2026
2026
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Wealth Creation Calculator

1M IA return
13.36%
1M benchmark return
10.38%
Alpha
2.98%
1M Wealth multiple
1.13x

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