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: 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

19.4%
6
8.9%
31
Consumer Disc
22.6%
5
12.4%
13
Information Tech
28.6%
7
33.1%
42
Financials
4.9%
4
6.6%
21
Industrials
0.0%
8.4%
26
Materials
0.0%
10.0%
8
Energy
0.0%
3.3%
13
Utilities
4.2%
2
4.6%
20
Health Care
7.2%
2
9.7%
17
Consumer
Staples
9.9%
2
2.6%
6
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

63.7%
14
87.3%
101
Large Cap
25.5%
7
12.7%
100
Mid Cap
9.6%
7
0.0%
0
Small Cap
Portfolio
S&P BSE 500

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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Registered Office

Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

For Directly on-boarding with us for availing Portfolio Management Services, you can write to us at
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[email protected]
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PMS query – [email protected]
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Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

Phone : +91-22- 62308100

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