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WhiteOak Capital Mutual Fund - Fund Manager

Shariq Merchant

Shariq Merchant

Fund Name
Classification
Fund AUM (Cr.)
WhiteOak Capital Mid Cap Fund (G)
Equity: Mid Cap
2311.1
WhiteOak Capital Large Cap Fund - Regular (G)
Equity: Large Cap
568.3
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
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
Equity: Sectoral : Thematic
143.32
WhiteOak Capital Large Cap Fund - Regular (IDCW)
Equity: Large Cap
568.3
WhiteOak Capital Mid Cap Fund (IDCW)
Equity: Mid Cap
2311.1
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
Clearing Corporation of India Ltd4.30%
HDFC Bank Ltd3.80%
ICICI Bank Ltd2.66%
ICICI Securities Ltd1.95%
Zomato Ltd1.95%
Fund Name1M3M6M1Y3Y5YSince Inception
WhiteOak Capital Mid Cap Fund (G)
3.46%
23.28%
22.73%
48.8%
N/A
N/A
36.58%
WhiteOak Capital Large Cap Fund - Regular (G)
3.03%
16.9%
17.35%
38.83%
N/A
N/A
24%
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%
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
9.55%
30.06%
27.87%
N/A
N/A
N/A
27.72%
WhiteOak Capital Large Cap Fund - Regular (IDCW)
3.03%
16.9%
17.35%
38.83%
N/A
N/A
24%
WhiteOak Capital Mid Cap Fund (IDCW)
3.46%
23.28%
22.73%
48.8%
N/A
N/A
36.58%
Fund Performance
Sector Weights

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Aum Movement
Fund Manager History