WhiteOak Capital Mutual Fund - Fund Manager
Qualification: Chartered Accountant . Experience:Axis Asset Management Company Ltd (Fund Manager) September 21, 2023 - Current. Aviva Life Insurance India Ltd (Equity Fund Management) October 16, 2012 - September 08, 2023
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
WhiteOak Capital Mid Cap Fund (G) | Equity: Mid Cap | 1555.16 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Equity: Multi Cap | 707.6 |
WhiteOak Capital Balanced Hybrid Fund - Regular (G) | Hybrid: Aggressive Hybrid | 89.1 |
WhiteOak Capital Large & Mid Cap Fund - Regular (G) | Equity: Large & Mid Cap | 954.02 |
WhiteOak Capital Mid Cap Fund (IDCW) | Equity: Mid Cap | 1555.16 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Clearing Corporation of India Ltd | 4.09% |
| ICICI Bank Ltd. | 2.93% |
| CG Power & Industrial Solutions Ltd | 2.53% |
| HDFC Bank Ltd. | 1.70% |
| Indian Hotels Co Ltd | 1.43% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund (G) | 3.74% | 12.6% | 22.59% | 55.52% | N/A | N/A | 31.85% |
| WhiteOak Capital Multi Cap Fund - Regular (G) | 3.73% | 12.66% | N/A | N/A | N/A | N/A | 18.81% |
| WhiteOak Capital Balanced Hybrid Fund - Regular (G) | 2.15% | 6.84% | N/A | N/A | N/A | N/A | 9.94% |
| WhiteOak Capital Large & Mid Cap Fund - Regular (G) | 3.86% | N/A | N/A | N/A | N/A | N/A | 5.43% |
| WhiteOak Capital Mid Cap Fund (IDCW) | 3.74% | 12.6% | 22.59% | 55.52% | N/A | N/A | 31.85% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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