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
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
- 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: February 28, 2023
| Performance(%)1-9 | February 2023 | YTD 2023 | Inception CAGR | Inception Cumulative |
|---|---|---|---|---|
| Portfolio | 0.2 | -4.6 | -21.6 | -24.4 |
| S&P BSE 200 TRI | -2.8 | -6.2 | -3.1 | -3.6 |
| Outperformance (bps) | +301 | +161 | -1852 | -2085 |
| Other Indices | ||||
| Nifty India Digital | 0.3 | -1.0 | -24.3 | -27.3 |
| S&P BSE 100 LargeCap | -3.0 | -6.5 | -3.7 | -4.2 |
| S&P BSE 150 MidCap | -1.7 | -3.7 | -1.5 | -1.7 |
| S&P BSE 250 SmallCap | -2.7 | -4.8 | -6.6 | -7.5 |
Market Cap Attribution Since Inception (%)11
Sector Exposure 9
The number inside the bars denote the number of companies in each classification
Market cap classification
Classification as per Securities and Exchange Board of India (SEBI) guidelines for Mutual Funds. Additional information on the classification methodology is available upon request.
Sector-wise Attribution Since Inception (%)12
| Portfolio | Benchmark | Attribution | |||||
| Avg Wt | Tot Return | Avg Wt | Tot Return | Selection Effect | Allocation Effect | Top Return | |
| Comm Services | 11.6 | -37.3 | 2.7 | -11.0 | -3.4 | -0.5 | -3.9 |
| Cons Disc. | 22.2 | -31.9 | 8.1 | 4.6 | -7.0 | 0.7 | -6.3 |
| Cons Staples | 5.4 | 7.3 | 8.6 | 18.2 | -0.5 | -0.6 | -1.1 |
| Energy | 0.0 | 0.0 | 10.5 | -2.9 | 0.0 | -0.2 | -0.2 |
| Financials | 25.4 | -3.7 | 31.5 | 0.6 | -0.9 | -0.2 | -1.1 |
| Health Care | 4.1 | -54.6 | 4.9 | -14.1 | -2.4 | 0.1 | -2.3 |
| Industrials | 7.1 | -31.6 | 6.4 | 4.2 | -2.9 | 0.2 | -2.7 |
| Information Tech | 20.4 | -17.1 | 12.9 | -18.8 | 0.4 | -1.3 | -1.0 |
| Materials | 0.0 | 0.0 | 8.9 | -9.3 | 0.0 | 0.5 | 0.5 |
| Real Estate | 0.0 | 0.0 | 0.6 | -25.3 | 0.0 | 0.1 | 0.1 |
| Utilities | 0.0 | 0.0 | 5.0 | -15.6 | 0.0 | 0.1 | 0.1 |
| Cash/Fut/Other | 3.8 | 0.0 | 0.0 | 0.0 | - | - | 0.3 |
| Total | 100.0 | -21.1 | 100.0 | -3.6 | -16.7 | -0.8 | -17.5 |
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Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.
Information
Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.
Phone : +91-22- 62308100