WhiteOak Capital Mutual Fund - Fund Manager
Qualification: Bachelor of Engineering, PGDBM, CFA(USA). Experience:Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
WhiteOak Capital Arbitrage Fund - Direct (G) | Hybrid: Arbitrage | 735.66 |
WhiteOak Capital Arbitrage Fund - Regular (G) | Hybrid: Arbitrage | 735.66 |
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 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Reverse Repo / Treps / CCIL | 7.25% |
| ICICI Bank Ltd | 6.10% |
| HDFC Bank Ltd | 5.79% |
| Bharti Airtel Ltd | 2.70% |
| State Bank of India | 2.18% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Arbitrage Fund - Direct (G) | 0.57% | 1.63% | 3.3% | 7.41% | N/A | N/A | 7.3% |
| WhiteOak Capital Arbitrage Fund - Regular (G) | 0.51% | 1.43% | 2.91% | 6.61% | N/A | N/A | 6.51% |
| 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% |
Fund Performance
No Data
Sector Weights
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Aum Movement
Fund Manager History
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