An investment approach that invests 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.

WHY WHITE OAK INDIA DIGITAL LEADERS' STRATEGY?

  • The pandemic has accelerated the adoption of digital technologies across sectors, by several years. As per McKinsey’s Global Survey, digital adoption has accelerated by at least 3 years globally and by 4 years in Asia Pacific
  • Digital Leaders and innovators have led shareholder wealth creation across sectors as globally value is shifting from ‘Physical’ to ‘Digital’
  • White Oak India Digital Leaders Strategy is an investment approach that intends to capitalise on this value shift and digital adoption
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Minimum investment amount of 50 Lakhs

FOLLOWING ARE THE INDICATIVE PORTFOLIO CONSTITUENTS

Indicative portfolio constituents: Generally 80% by portfolio weight in companies that are Representative sectors*
Investing in new technologies like AI, Blockchain, Machine Learning, Augmented Reality (AR)/ Virtual Reality (VR) IT Services, Communication Services, Media, New-age
Delivering world-class customer experience through new channels New-age, Consumer, Financials, Healthcare
Enabling ‘Digital India’ and developing products for the digital ecosystem New-age, Financials, Industrials
Spearheading R&D in their respective sectors Pharma, Chemicals, Auto
Adding strong automation capabilities IT Services, Industrials
Leaders in adopting technology in their businesses All sectors

Globally Value is Shifting From ‘Physical’ to ‘Digital’

Source: Ocean Tomo, McKinsey, * Median by sector, White Oak

Mr. Ayush Abhijeet of White Oak Capital, shares his thoughts on why White Oak India Digital Leaders PMS
New-Age Tech Space in India
  • India is among the top two countries on many dimensions of digital adoption
  • Aadhaar, the world’s largest digital ID initiative, has enabled many services
  • Digital ecosystems already reshaping traditional sectors like agriculture, healthcare, logistics and retail

Portfolio Performance

Our investment team has a strong performance-first culture with an objective of generating sustained capital appreciation through strong returns over time.

Performance as on: October 31, 2022

Portfolio Performance Oct 2022 Inception Cumulative
Portfolio 1.0 -16.2
S&P BSE 200 TRI 4.5 2.7
Outperformance (bps) -341 -1885
Other Indices
Nifty India Digital 2.8 -24.6
S&P BSE 100 LargeCap 4.7 2.4
S&P BSE 150 MidCap 2.0 1.5
S&P BSE 250 SmallCap 1.8 -3.9

Sector Exposure

GICS Sector Weights

31.0%
7
8.8%
28
Consumer Disc
14.6%
5
11.8%
14
Information Tech
26.5%
5
31.9%
45
Financials
4.6%
3
6.7%
20
Industrials
0.0%
8.1%
25
Materials
0.0%
10.0%
8
Energy
0.0%
5.3%
13
Utilities
4.0%
2
4.8%
20
Health Care
7.1%
2
9.2%
17
Consumer
Staples
10.5%
2
2.8%
7
Comm Services
0.0%
0
0.5%
4
Real Estate
Portfolio
S&P BSE 500

The number inside the bars denote the number of companies in each classification

Market cap classification

63.0%
13
86.8%
99
Large Cap
22.7%
8
13.2%
102
Mid Cap
12.5%
5
0%
0
Small Cap
Portfolio
S&P BSE 500

Sector-wise Attribution Since Inception (%)

  Portfolio Benchmark Attribution
  Avg Wt Tot Return Avg Wt Tot Return Selection Effect Allocation Effect Top Return
Comm Services 11.7 -29.8 2.7 1.0 -3.7 -0.1 -3.8
Cons Disc. 21.6 -11.0 8.0 15.3 -3.9 1.6 2.2
Cons Staples 4.3 12.8 8.3 18.5 -0.2 -0.5 -0.8
Energy 0.0 0.0 10.7 3.0 0.0 -0.2 -0.2
Financials 24.8 3.7 31.1 3.3 0.0 0.0 0.0
Health Care 4.2 -44.3 4.9 -4.3 -2.2 0.0 -2.2
Industrials 7.7 -33.6 6.2 14.0 -3.7 0.2 -3.5
Information Tech 21.3 -23.3 13.3 -19.7 -0.7 -1.8 -2.5
Materials 0.0 0.0 9.0 -5.5 0.0 0.6 0.6
Real Estate 0.0 0.0 0.6 -15.5 0.0 0.6 0.6
Utilities 0.0 0.0 5.1 41.6 0.0 -1.5 -1.5
Cash/Fut/Other 4.4 0.0 0.0 0.0 - - 0.0
Total 100.0 -13.2 100.0 2.6 -14.4 -1.4 -15.9

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Investments of INR 50 lakh and above are required
Investment of INR 1 crore and above are required
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Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

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