WhiteOak Capital Mutual Fund - Fund Manager
Qualification: MBA, CFA and CA . Experience:Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
WhiteOak Capital Mid Cap Fund (G) | Equity: Mid Cap | 2311.1 |
WhiteOak Capital ELSS Tax Saver Fund (G) | Equity: ELSS | 263.63 |
WhiteOak Capital Flexi Cap Fund (G) | Equity: Flexi Cap | 3850.47 |
WhiteOak Capital Large Cap Fund - Regular (G) | Equity: Large Cap | 568.3 |
WhiteOak Capital Balanced Advantage Fund - Reg (G) | Hybrid: Dynamic Asset Allocation or Balanced Advantage | 1111.57 |
WhiteOak Capital Multi Asset Allocation-Reg (G) | Hybrid: Multi Asset Allocation | 671.02 |
WhiteOak Capital Multi Cap Fund - Regular (G) | Equity: Multi Cap | 1139.57 |
WhiteOak Capital Balanced Hybrid Fund - Regular (G) | Hybrid: Balanced Hybrid | 130.36 |
WhiteOak Capital Large & Mid Cap Fund - Regular (G) | Equity: Large & Mid Cap | 1378.86 |
WhiteOak Capital Banking & Financial Services Fund-Reg (G) | Equity: Sectoral : Thematic | 222.01 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| HDFC Bank Ltd | 4.72% |
| Clearing Corporation of India Ltd | 3.90% |
| ICICI Bank Ltd | 3.09% |
| ICICI Securities Ltd | 2.87% |
| Zomato Ltd | 2.28% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Mid Cap Fund (G) | 3.46% | 23.28% | 22.73% | 48.8% | N/A | N/A | 36.58% |
| WhiteOak Capital ELSS Tax Saver Fund (G) | 3.75% | 19.76% | 19.67% | 42.05% | N/A | N/A | 31.69% |
| WhiteOak Capital Flexi Cap Fund (G) | 3.44% | 19.24% | 17.75% | 37.78% | N/A | N/A | 28.41% |
| WhiteOak Capital Large Cap Fund - Regular (G) | 3.03% | 16.9% | 17.35% | 38.83% | N/A | N/A | 24% |
| WhiteOak Capital Balanced Advantage Fund - Reg (G) | 2.4% | 11.66% | 12.36% | 24.24% | N/A | N/A | 21.86% |
| WhiteOak Capital Multi Asset Allocation-Reg (G) | 1.88% | 7.03% | 10.77% | 20.44% | N/A | N/A | 19.19% |
| WhiteOak Capital Multi Cap Fund - Regular (G) | 3.34% | 20.09% | 19.08% | N/A | N/A | N/A | 43.66% |
| WhiteOak Capital Balanced Hybrid Fund - Regular (G) | 2.44% | 11.39% | 11.87% | N/A | N/A | N/A | 24.52% |
| WhiteOak Capital Large & Mid Cap Fund - Regular (G) | 3.07% | 18.82% | 19.03% | N/A | N/A | N/A | 28.11% |
| WhiteOak Capital Banking & Financial Services Fund-Reg (G) | 3.14% | 17.38% | 13.24% | N/A | N/A | N/A | 13.39% |
Fund Performance
No Data
Sector Weights
-
Aum Movement
Fund Manager History
Copyrights © 2023 All Rights Reserved by Finalyca.
