WhiteOak Capital Mutual Fund - Fund Manager
Qualification: B.Com, CA . Experience:Over 16 years' of experience in Financial Market: 1. WhiteOak Capital Asset Management Limited (Dec 13, 2023 - till now) 2. WhiteOak Capital Asset Management Limited (June 2022 - Dec 13, 2023) 3. The Goldman Sachs (April 2007 - June 2021)
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
WhiteOak Capital Balanced Advantage Fund - Dir (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 2015.14 |
WhiteOak Capital Balanced Advantage Fund - Reg (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 2015.14 |
WhiteOak Capital Balanced Hybrid Fund - Direct (G) | Hybrid: Balanced Hybrid | 248.31 |
WhiteOak Capital Balanced Hybrid Fund - Regular (G) | Hybrid: Balanced Hybrid | 248.31 |
WhiteOak Capital Banking & Financial Services Fund-Dir (G) | Equity: Sectoral : Thematic | 523.06 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Equity: Sectoral : Thematic | 523.06 |
WhiteOak Capital Digital Bharat Fund - Direct (G) | Equity: Sectoral : Thematic | 407.61 |
WhiteOak Capital Digital Bharat Fund - Regular (G) | Equity: Sectoral : Thematic | 407.61 |
WhiteOak Capital ELSS Tax Saver Fund - Direct (G) | Equity: ELSS | 437.92 |
WhiteOak Capital Equity Savings Fund - Direct (G) | Hybrid: Equity Savings | 193.22 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Reverse Repo / Treps / CCIL | 7.21% |
| ICICI Bank Ltd | 5.58% |
| HDFC Bank Ltd | 5.29% |
| Bharti Airtel Ltd | 2.35% |
| Eternal Ltd | 2.04% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Balanced Advantage Fund - Dir (G) | -0.29% | 1.76% | 3.37% | 6.04% | N/A | N/A | 16.09% |
| WhiteOak Capital Balanced Advantage Fund - Reg (G) | -0.4% | 1.39% | 2.6% | 4.45% | N/A | N/A | 14.25% |
| WhiteOak Capital Balanced Hybrid Fund - Direct (G) | -0.4% | 1.95% | 4.13% | 5.5% | N/A | N/A | 15.58% |
| WhiteOak Capital Balanced Hybrid Fund - Regular (G) | -0.52% | 1.56% | 3.35% | 3.94% | N/A | N/A | 13.87% |
| WhiteOak Capital Banking & Financial Services Fund-Dir (G) | 0.5% | 4.22% | 4.04% | 11.79% | N/A | N/A | 16.71% |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | 0.35% | 3.78% | 3.15% | 9.89% | N/A | N/A | 14.71% |
| WhiteOak Capital Digital Bharat Fund - Direct (G) | 0.54% | 2.34% | 3.95% | 1.69% | N/A | N/A | 7.9% |
| WhiteOak Capital Digital Bharat Fund - Regular (G) | 0.39% | 1.9% | 3.04% | -0.05% | N/A | N/A | 6.04% |
| WhiteOak Capital ELSS Tax Saver Fund - Direct (G) | -1.32% | 1.19% | 2.27% | 0.56% | 21.17% | N/A | 21.75% |
| WhiteOak Capital Equity Savings Fund - Direct (G) | 0.88% | 3.34% | 7.33% | N/A | N/A | N/A | 13.54% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
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