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WhiteOak Capital Mutual Fund - Fund Manager

Jayesh Sundar

Jayesh Sundar

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 - ConsoloidatedWts(%)
Clearing Corporation of India Ltd4.09%
ICICI Bank Ltd.2.93%
CG Power & Industrial Solutions Ltd2.53%
HDFC Bank Ltd.1.70%
Indian Hotels Co Ltd1.43%
Fund Name1M3M6M1Y3Y5YSince 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