back button

WhiteOak Capital Mutual Fund - Fund Manager

Trupti Agrawal

Trupti Agrawal

Qualification: B.Com, CA . Experience:Collectively around 15 years of experience. : 1. WhiteOak Capital Asset Limited (Dec 21, 2021 - till now) 2. WhiteOak Capital (Jul 2017 - Dec 21, 2021) 3. Khoob Saree (Dec 2015 - Mar 2017) 4. Marketune (Aug 2014 - Oct 2015) 5. L&T Infrastructure Finance Company Limited (Dec 2011 - Dec 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 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 Special Opportunities Fund-Reg (G)
Equity: Sectoral : Thematic
477.94
Fund Manager Overview
Top Holdings - ConsoloidatedWts(%)
HDFC Bank Ltd4.81%
Clearing Corporation of India Ltd3.40%
ICICI Bank Ltd3.10%
ICICI Securities Ltd3.07%
Zomato Ltd2.40%
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 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 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 Special Opportunities Fund-Reg (G)
4.98%
21.15%
N/A
N/A
N/A
N/A
21.15%
Fund Performance
Sector Weights

-

Aum Movement
Fund Manager History