White OAK India Equity Portfolio

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About Company

White Oak Capital Group provides Indian equity investment management and advisory services based on solid investing ideals that strive to generate long-term concrete outcomes for all stakeholders. White Oak provides investment services to individual and institutional clients in India and throughout the world through a variety of fund vehicles registered in India, Ireland, Mauritius, and the United Kingdom, in addition to segregated managed accounts for renowned global institutions.

Fund Snapshot

Year of Inception 2018
Number of Stocks 51
Investment Horizon Long Term
Fund Managers White OAK Capital Management Consultants LLP

White OAK India Equity Portfolio

Prashant Khemka, the former CIO of Goldman Sachs Asset Management’s India Equity and Global Emerging Markets Equity divisions, launched White Oak Capital. The four pillars of White Oak’s performance-first investment culture include a stock selection-based philosophy, a high-caliber research staff, a rigorous analytical approach, and a balanced portfolio design framework. White Oak has research teams in India and Singapore and sales and distribution centres in Switzerland and the United Kingdom.

The four pillars of White Oak’s performance-first investment culture include stock selection-based philosophy, a high-calibre research staff, a rigorous analytical approach, and a balanced portfolio design framework.

Investment Philosophy

  • Our investment strategy is based solely on fundamental stock selection from the bottom up.
  • We invest in businesses based on stock selection rather than macro factors, which is a simple but powerful investment philosophy.
  • We believe that investing in great businesses at attractive prices yields outsized returns over time. A great business is well-managed, scalable, and generates higher returns on additional capital.

Unique Feature

Superior returns over time result in long-term capital appreciation.

Capital Allocation

Allocated Category Allocation Percentage
Large Cap 61.7%
Mid Cap 17.5%
Small Cap 19.18%
Cash / Equivalent 1.6%

Top 5 Stock Holdings

Name of The Stock Allocation Percentage
ICICI Bank Ltd. 9.35%
HDFC Bank Ltd. 7.27%
Infosys Ltd. 5.28%
Nestle India Ltd. 4.49%
Ambuja Cements Ltd. 4.05%

Top 5 Allocated Sectors

Sector Name Allocation Percentage
Financials 31.9%
Consumer Discretionary 17.3%
Materials 12.9%
Information Tech 10.4%
Industrials 8.6%

Fund Analysis

PE 22.2%
Standard Deviation 20.3%
Beta 0%
Alpha -13.2%
Average Historical Churning NA

About Fund Managers

Prashant Khemka : Founder & CFA, White Oak Capital Management

Prashant Khemka Portfolio - Fund Manager White OAK

Mr. Prashant R. Khemka is the founder and Managing Director of White Oak Capital Management, founded in June 2017. A Mumbai native, Prasad was born on 4 November 1971. He has a Bachelor of Engineering in Mechanical Engineering from the University of Bombay and an MBA in Finance from Vanderbilt University.

Initially, he worked at State Street Global Advisors as Assistant Portfolio Manager in Boston after completing his MBA. Prashant has also worked as the chief investment officer and lead portfolio manager at Goldman Sachs Asset Management.

An experienced investment professional, he has worked in business development, portfolio management, and other business operations for more than two decades.

Meet the Team



Aashish is responsible for strategizing, growing and managing the operations. Prior to joining White Oak Capital, Aashish served for nearly 8 years as Managing Director and CEO of Motilal Oswal Asset Management Company, one of the highly regarded and differentiated boutique equity managers in India backed by excellent performance track record and well documented investing philosophy. Starting with about ₹1,300 crs ($150 mn) in 2013, Motilal Oswal AMC grew to >₹42,000 crs ($5.6 bn) of equity assets across portfolio management services, alternative investment funds, offshore funds and domestic Mutual Funds. Motilal Oswal was awarded Brand of the Year at the CNBC India Business Leadership Awards in 2018.

Prior to Motilal Oswal AMC, Aashish was heading sales and distribution of ICICI Prudential AMC for their MF, PMS and Real Estate offerings through multiple distribution channels across India and Middle East. He has led new product development, product management, communication and distribution channel delivery over a number of years. Aashish has over 20 years’ experience in business strategy and management, process driven sales and distribution, product development and marketing of investment offerings. He has been engaged with India’s private sector asset management industry for pretty much its entire growth trajectory post 1998.

Aashish holds a Bachelor of Engineering in Polymer Science from Pune University and a Masters in Management Studies in Finance from NMIMS, Mumbai University.

Book a call with our experts

For any queries, contact us on Mobile: +91 836 858 6435, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.