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WhiteOak Capital Mutual Fund

About WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund Details

WhiteOak Capital Asset Management Limited is part of White Oak Capital Group, a globally trusted asset management group founded by Prashant Khemka, an investment professional with an enviable track record spanning over two decades. The group has investment research teams based in India, Singapore, Spain and additional sales and distribution offices in Switzerland, UAE and the UK. The India AMC team comprises seasoned professionals with rich experience in Financial Services, led by Aashish P. Somaiyaa, CEO, who brings 25+ years of experience in the asset management industry. The AMC has an on-ground presence in over 50 cities and a basket of Equity, Hybrid, and Debt funds to cater to various investor needs.

Total AUM (Rs Cr)
26,572
No. of Schemes
19
No. of Fund Managers
7
1 Month Absolute Change (%)
5.68
Address
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Maharashtra

Management

  • Nitin Shah
    Director
  • Aashish P Somaiyaa
    Director & CEO
  • Praveena Kala
    Director
  • Amit Bhatia
    Director

Fund Manager

Trupti Agrawal
Trupti Agarwal
Ramesh Mantri
Piyush Baranwal
Dheeresh Pathak
Ashish Agrawal

Ms. Trupti Agrawal has done B.Com and CA. Prior to joining White Oak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.

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Here is the list of funds managed by Trupti Agrawal

Scheme Name
Category
NAV(Rs)
AUM(Rs Cr)
1Y(%)
5Y(%)
Equity - Flexi Cap18.656,0038.25NA
Equity - Mid Cap21.243,73111.14NA
Equity - Multi Cap16.122,40510.48NA
Hybrid - Dynamic Asset Allocation/Balanced Advantage15.261,8979.35NA
Equity - Large & Mid Cap13.951,8409.73NA
Equity - Sectoral/Thematic13.571,18712.46NA
Equity - Large Cap15.931,0478.32NA
Equity - Sectoral/Thematic13.2848415.79NA
Equity - ELSS18.794147.72NA
Hybrid - Balanced13.622258.69NA
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