White Oak India Pioneers Equity ESG Portfolio is a long-only balanced investment approach of select companies agnostic to benchmark S&P BSE 500; which seeks to generate alpha through bottom-up stock selection, based on intensive fundamental research and a proprietary rigorous analytical framework. The investment approach integrates Environment, Social, and Governance (“ESG”) factors in decision-making process in selection of any security in the portfolio


INVESTMENT OBJECTIVE

The objective of the strategy is to achieve long term capital appreciation by primarily investing in ‘listed securities’ in India. Since sustainability of returns and corporate governance form an important element of our investment philosophy, the investment approach integrates Environment, Social, and Governance (“ESG”) factors in decision-making process in selection of any security in the portfolio. Focus would be on businesses with industry-leading environmental compliance practices and those that demonstrate ethical business conduct and fair dealings with stakeholders.


Terms at a Glance
Benchmark
S&P BSE 200 TR
Inception
Date
September 1, 2021
Investment
Approach
Bottom-up
Investment
Style
Style Agnostic
Market
Cap
Large & Mid Cap
Estimated
Holdings
30 – 50
Investment
Horizon
Medium to Long Term
Portfolio Performance

Performance as on: April 30, 2022

Portfolio Performance 3 Month 6 Month Inception Absolute
WO India Pioneers Eq ESG Port. -3.4% -6.4% -5.3%
S&P BSE 500 TR -0.4% -1.4% 2.3%
Outperformance (bps) -291 -493 -761
Other Indices
S&P BSE 100 LargeCap 0.0% -1.6% 1.7%
S&P BSE 150 MidCap -1.3% -1.4% 3.6%
S&P BSE 100 SmallCap -3.5% 0.4% 6.2%
Market cap classification
54.9%
16
77.7%
96
Large Cap
24.4%
12
14.7%
140
Mid Cap
14.1%
11
7.6%
265
Small Cap
Portfolio
S&P BSE 200
Sector Exposure
13.4%
7
8.3%
73
Consumer Disc
14.9%
6
12.9%
31
Information Tech
29.4%
9
28.3%
82
Financials
5.8%
3
7.3%
76
Industrials
10.6%
4
11.0%
94
Materials
0.0%
10.5%
11
Energy
0.0%
5.1%
19
Utilities
5.1%
4
5.4%
52
Health Care
10.1%
4
7.5%
33
Consumer
Staples
4.1%
2
2.9%
18
Comm Services
0.0
0.9%
12
Real Estate
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 Tot Return
Comm Services 2.5 4.4 2.9 6.8 -0.1 0.0 -0.1
Consumer Disc 11.8 7.7 8.2 11.8 -0.5 0.3 -0.2
Consumer Stp 10.0 -10.0 7.5 -3.5 -0.7 -0.2 -0.9
Energy 0.0 0.0 9.2 22.1 0.0 -1.7 -1.7
Financials 30.6 -3.9 29.8 -6.5 0.8 0.0 0.8
Health Care 4.1 -22.9 5.5 -8.2 -0.7 0.1 -0.6
Industrials 2.7 -6.3 7.3 8.6 -0.4 -0.3 -0.7
Information Tech 21.7 -3.9 14.1 -5.2 0.2 -0.3 -0.1
Materials 10.2 3.0 10.7 2.6 0.0 0.1 0.0
Real Estate 0.0 0.0 0.9 10.1 0.0 -0.1 -0.1
Utilities 0.0 0.0 4.0 53.2 0.0 -1.7 -1.7
Cash/Fut/Other 6.3 0.0 0.0 0.0 - - 0.2
Total 100.0 -2.6 100.0 2.3 -1.3 -3.6 -4.9

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Registered Office

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

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For availing Portfolio Management Services you can reach us directly, without any third party intermediation by calling/emailing on the below contacts.
Mumbai
Veeresh Kumari
+918104005069
Bangalore
Anmol Verma
+918765548366
Rest of India
Shriraj Bhukhanwala
+919819032132
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Cnergy, B2/B3, 6th Floor, Appasaheb Marathe
Marg, Prabhadevi, Mumbai, Maharashtra 400025.

Phone : +91-22- 62308100

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