To provide long term capital appreciation and generate income by investing in instruments across multiple asset classes viz. Equity, Debt, Gold/Silver related instruments and Exchange Traded Commodity Derivatives. There is no assurance that the investment objective of the Scheme willbe achieved.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Multi Asset Allocation | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -1.85% | -0.35% | 1.8% | 3.13% | 5.42% | 10.51% | 14.76% | N/A | N/A | N/A | 14.27% |
| Category returns | -3.13% | -2.52% | -1.99% | -2.33% | 0.99% | 5.98% | 12.78% | 13.68% | 11.07% | 11.97% | N/A |
| Absolute returns | -1.85% | -0.35% | 1.8% | 3.13% | 5.42% | 22.16% | 51.19% | N/A | N/A | N/A | 57.84% |
| Rank within category | 4/37 | 2/35 | 2/34 | 2/33 | 4/31 | 1/24 | 5/15 | N/A | N/A | N/A | N/A |
| Multi Asset Allocation | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Yearly returns | N/A | 17.55% | 16.94% | 4.07% |
| Q1 returns | N/A | 4.19% | 2.58% | -1.79% |
| Q2 returns | N/A | 6.26% | 6.11% | 5.1% |
| Q3 returns | 1.56% | 5.48% | 3.33% | 1.36% |
| Q4 returns | 6.64% | 0.65% | 3.98% | -0.52% |
NIL upto 10% of units and 1% for remaining units on or before 30D, NIL after 30D
| Alpha | 0.640908 |
| Beta | 2.4778 |
| Sharpe Ratio | 0.484336 |
| Sortino Ratio | 0.920129 |
| R-Squared | 0.2418 |
| Tracking Error | 1.3233 |
| Downside Risk | 5.6698 |
| Std. Deviation (Annualised) | 4.9904 |
| Multi Asset Allocation | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Multi Asset Allocation Fund - Growth | -2.54% | -4.15% | 0.78% | 0.93% | 8.2% | 20.07% | 16.11% | 17.26% | 11.53% | 6,608.27 | 2.32 | 0.33 | High |
| Nippon India Multi Asset Allocation Fund - Regular Plan - Growth | -3.68% | -2.19% | -1.29% | -0.95% | 2.87% | 16.38% | 12.44% | N/A | 15.4% | 18,044.30 | 1.44 | 0.34 | Very High |
| DSP Multi Asset Allocation Fund - Regular Plan - Growth | -2.84% | -3.69% | -2.79% | -2.26% | 4.36% | 15.65% | N/A | N/A | 15.52% | 10,819.80 | 1.59 | 0.36 | High |
| Kotak Multi Asset Allocation Fund - Regular Plan - Growth | -3.93% | -3.09% | -3.16% | -5.17% | 3.6% | 14.86% | N/A | N/A | 14.78% | 15,235.80 | 1.77 | 0.27 | Very High |
| WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth Current | -1.85% | -0.35% | 1.8% | 3.13% | 5.42% | 14.76% | N/A | N/A | 14.27% | 9,110.66 | 1.67 | 0.48 | High |
| Aditya Birla Sun Life Multi Asset Allocation Fund - Regular Plan - Growth | -3.47% | -3.04% | -1.06% | -2.42% | 2.71% | 13.52% | N/A | N/A | 14.11% | 7,477.72 | 1.78 | 0.24 | Very High |
| SBI Multi Asset Allocation Fund - Regular Plan - Growth | -2.6% | -2.65% | -1.63% | -2.05% | 3.42% | 12.86% | 11.29% | 10.72% | 9.37% | 21,044.20 | 1.42 | 0.27 | Very High |
| UTI Multi Asset Allocation Fund - Regular Plan - Growth | -2.56% | -3.16% | -2.84% | -5% | -3.15% | 12.41% | 11.16% | 9.74% | 12.02% | 6,634.45 | 1.82 | 0.22 | Very High |
| ICICI Prudential Multi Asset Allocation Fund - Growth | -3.16% | -4.16% | -4.2% | -4.72% | -2.59% | 12.14% | 12.94% | 14.02% | 19.91% | 84,108.40 | 1.43 | 0.23 | Very High |
| Axis Multi Asset Allocation Fund - Regular Plan - Growth | -3.15% | -1.94% | -0.74% | -3.08% | 0.67% | 11.91% | 6.63% | 10.07% | 9.55% | 2,616.47 | 2.30 | 0.19 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 12.09% | |
| Nexus Select Trust | Realty | REITs & InvITs | 3.64% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | 3.61% | |
| ICICI Bank Ltd. | Banks | Domestic Equities | 2.89% |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 2.88% |
| ICICI Prudential Gold ETF | Domestic Mutual Funds Units - Gold | 2.82% | |
| Cube Highways Trust | Transport Infrastructure | REITs & InvITs | 2.53% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 2.18% |
| 6.94% Government of India (11/05/2036) | Government Securities | 2.16% | |
| DSP Gold ETF | Domestic Mutual Funds Units - Gold | 1.75% | |
| Citius Transnet Investment Trust | Transport Infrastructure | REITs & InvITs | 1.64% |
| Brookfield India Real Estate Trust REIT | Realty | REITs & InvITs | 1.59% |
| National Highways Infra Trust | Transport Infrastructure | REITs & InvITs | 1.51% |
| 7.44% Power Finance Corporation Limited (15/01/2030) ** | Corporate Debt | 1.46% | |
| 6.65% Indian Railway Finance Corporation Limited (20/05/2030) ** | Corporate Debt | 1.46% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 1.41% |
| 7.44% National Bank For Agriculture and Rural Development (17/07/2029) | Corporate Debt | 1.40% | |
| 8.15% Tata Capital Housing Finance Limited (11/06/2031) | Corporate Debt | 1.37% | |
| HDFC Bank Ltd. | Banks | Domestic Equities | 1.30% |
| Altius Telecom Infrastructure Trust | Telecom - Services | REITs & InvITs | 1.19% |
| Nestle India Ltd. | Food Products | Domestic Equities | 1.18% |
| 6.28% Government of India (14/07/2032) | Government Securities | 1.14% | |
| 7.54% Godrej Industries Limited (04/05/2029) ** | Corporate Debt | 1.14% | |
| 7.49% Small Industries Dev Bank of India (11/06/2029) ** | Corporate Debt | 1.09% | |
| 7.57% LIC Housing Finance Limited (23/11/2029) | Corporate Debt | 0.96% | |
| 7.83% Bajaj Housing Finance Limited (18/05/2029) ** | Corporate Debt | 0.92% | |
| Raajmarg Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 0.91% |
| Roadstar Infra Investment Trust | Transport Infrastructure | REITs & InvITs | 0.88% |
| Eternal Ltd. | Retailing | Domestic Equities | 0.85% |
| State Bank Of India | Banks | Domestic Equities | 0.83% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 0.80% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.80% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 0.79% |
| Adani Enterprises Ltd. | Metals & Minerals Trading | Domestic Equities | 0.78% |
| 7.22% Small Industries Dev Bank of India (10/04/2029) | Corporate Debt | 0.76% | |
| Bagmane Prime Office REIT | Realty | REITs & InvITs | 0.76% |
| 7.88% Muthoot Finance Limited (22/11/2028) | Corporate Debt | 0.75% | |
| 6.54% Government of India (17/01/2032) | Government Securities | 0.70% | |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 0.69% |
| 7.35% National Housing Bank (02/01/2032) ** | Corporate Debt | 0.67% | |
| 182 Days Tbill (MD 12/11/2026) | Treasury Bills | 0.66% | |
| 6.87% REC Limited (31/05/2030) ** | Corporate Debt | 0.64% | |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.60% |
| 6.53% Government of India (07/09/2031) | Government Securities | 0.60% | |
| 91 Days Tbill (MD 15/10/2026) | Treasury Bills | 0.55% | |
| 7.48% National Bank For Agriculture and Rural Development (15/09/2028) | Corporate Debt | 0.55% | |
| 7.64% National Bank For Agriculture and Rural Development (06/12/2029) ** | Corporate Debt | 0.55% | |
| 7.38% REC Limited (28/02/2029) | Corporate Debt | 0.54% | |
| 7.93% Bajaj Finance Limited (12/06/2029) | Corporate Debt | 0.54% | |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.54% |
| 7.17% REC Limited (01/07/2031) ** | Corporate Debt | 0.53% | |
| Ultratech Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.52% |
| 7.02% Bajaj Housing Finance Limited (26/05/2028) ** | Corporate Debt | 0.49% | |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.49% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.48% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.48% |
| 7.4% Power Finance Corporation Limited (08/05/2030) ** | Corporate Debt | 0.48% | |
| 91 Days Tbill (MD 05/11/2026) | Treasury Bills | 0.46% | |
| 7.89% REC Limited (30/03/2030) ** | Corporate Debt | 0.44% | |
| 8.06% Bajaj Finance Limited (15/05/2029) ** | Corporate Debt | 0.44% | |
| 6.74% Small Industries Dev Bank of India (10/01/2029) ** | Corporate Debt | 0.43% | |
| 7.10% Bajaj Housing Finance Limited (16/10/2028) ** | Corporate Debt | 0.42% | |
| National Stock Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.41% |
| 8.40% Cholamandalam Investment and Finance Company Ltd (09/08/2028) ** | Corporate Debt | 0.38% | |
| 7.77% Bajaj Finance Limited (17/04/2029) ** | Corporate Debt | 0.38% | |
| Divi's Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.37% |
| Vertis Infrastructure Trust | Transport Infrastructure | REITs & InvITs | 0.36% |
| 8.85% Muthoot Finance Limited (20/12/2028) ** | Corporate Debt | 0.36% | |
| 182 Days Tbill (MD 05/11/2026) | Treasury Bills | 0.36% | |
| 7.40 % National Bank For Agriculture and Rural Development (29/04/2030) ** | Corporate Debt | 0.36% | |
| Vanguard S&P 500 ETF | Miscellaneous | Overseas Mutual Fund Units | 0.36% |
| 7.39% Small Industries Dev Bank of India (21/03/2030) ** | Corporate Debt | 0.35% | |
| 7.07% LIC Housing Finance Limited (29/04/2030) ** | Corporate Debt | 0.34% | |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.34% |
| IndiGrid Infrastructure Trust | Power | REITs & InvITs | 0.31% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.31% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.29% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.29% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.28% |
| 7.5% Indian Railway Finance Corporation Limited (07/09/2029) ** | Corporate Debt | 0.27% | |
| 7.45% Torrent Pharmaceuticals Limited (19/01/2028) ** | Corporate Debt | 0.27% | |
| 8.45% Muthoot Finance Limited (26/06/2029) ** | Corporate Debt | 0.27% | |
| 7.94% Cholamandalam Investment and Finance Company Ltd (20/03/2029) ** | Corporate Debt | 0.27% | |
| 7.01% National Bank For Agriculture and Rural Development (16/03/2029) ** | Corporate Debt | 0.27% | |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.27% |
| Juniper Green Energy Ltd. | Power | Domestic Equities | 0.26% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.26% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 0.25% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.24% |
| 8.10% Godrej Industries Limited (22/05/2028) ** | Corporate Debt | 0.24% | |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.23% |
| 8.95% Reliance Industries Limited (09/11/2028) ** | Corporate Debt | 0.23% | |
| 7.61% Government of India (09/05/2030) | Government Securities | 0.22% | |
| 7.83% Cholamandalam Investment and Finance Company Ltd (28/06/2028) ** | Corporate Debt | 0.22% | |
| 5.77% Government of India (03/08/2030) | Government Securities | 0.21% | |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 0.21% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.20% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.20% |
| 8.54% Cholamandalam Investment and Finance Company Ltd (12/04/2029) ** | Corporate Debt | 0.20% | |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.20% |
| Oil India Ltd. | Oil | Domestic Equities | 0.19% |
| Kotak Mahindra Bank Limited (21/12/2026) # | Certificate of Deposit | 0.19% | |
| Aadhar Housing Finance Ltd. | Finance | Domestic Equities | 0.19% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | Domestic Equities | 0.18% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.18% |
| Hindustan Copper Ltd. | Non - Ferrous Metals | Domestic Equities | 0.17% |
| Biocon Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.17% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.17% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 0.17% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.17% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.17% |
| 8.40% Godrej Industries Limited (27/08/2027) ** | Corporate Debt | 0.16% | |
| 364 Days Tbill (MD 12/11/2026) | Treasury Bills | 0.16% | |
| 91 Days Tbill (MD 08/10/2026) | Treasury Bills | 0.16% | |
| 8.2301% HDB Financial Services Limited (05/07/2029) ** | Corporate Debt | 0.16% | |
| 7.51% Small Industries Dev Bank of India (12/06/2028) | Corporate Debt | 0.16% | |
| NTPC Ltd. | Power | Domestic Equities | 0.16% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.16% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.16% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.15% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.15% |
| Anantam Highways Trust | Construction | REITs & InvITs | 0.15% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 0.14% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.14% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.14% |
| Manorama Industries Ltd. | Food Products | Domestic Equities | 0.13% |
| Leela Palaces Hotels & Resorts Ltd. | Leisure Services | Domestic Equities | 0.13% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrial Products | Domestic Equities | 0.13% |
| Five-Star Business Finance Ltd. | Finance | Domestic Equities | 0.13% |
| India Shelter Finance Corporation Ltd. | Finance | Domestic Equities | 0.13% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.12% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 0.12% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 0.12% |
| CG Power and Industrial Solutions Ltd. | Electrical Equipment | Domestic Equities | 0.12% |
| Asset Reconstruction Company (India) Ltd. | Finance | Domestic Equities | 0.12% |
| Shiprocket Ltd. | Transport Services | Domestic Equities | 0.12% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.12% |
| Care Ratings Ltd. | Capital Markets | Domestic Equities | 0.11% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.11% |
| 6.36% Government of India (16/02/2031) | Government Securities | 0.11% | |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.11% |
| Eureka Forbes Ltd. | Consumer Durables | Domestic Equities | 0.11% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.10% |
| Indigo Paints Ltd. | Consumer Durables | Domestic Equities | 0.10% |
| Ajax Engineering Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.10% |
| Dr. Lal Pathlabs Ltd. | Healthcare Services | Domestic Equities | 0.09% |
| Poly Medicure Ltd. | Healthcare Equipment & Supplies | Domestic Equities | 0.09% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.09% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 0.09% |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.09% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.09% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.08% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.08% |
| Gillette India Ltd. | Personal Products | Domestic Equities | 0.08% |
| Dynamatic Technologies Ltd. | Industrial Manufacturing | Domestic Equities | 0.08% |
| Sudeep Pharma Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.08% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.08% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.07% |
| AIA Engineering Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Manipal Health Enterprises Ltd. | Healthcare Services | Domestic Equities | 0.07% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.07% |
| Aether Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.07% |
| 8.4% Cholamandalam Investment and Finance Company Ltd (18/09/2027) ** | Corporate Debt | 0.07% | |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.07% |
| SBI Funds Management Ltd. | Capital Markets | Domestic Equities | 0.06% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.06% |
| Travel Food Services Ltd. | Leisure Services | Domestic Equities | 0.06% |
| Horizon Industrial Parks Ltd. | Realty | Domestic Equities | 0.06% |
| eClerx Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.06% |
| Union Bank of India (19/01/2027) # | Certificate of Deposit | 0.06% | |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.06% |
| Intellect Design Arena Ltd. | IT - Software | Domestic Equities | 0.06% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.06% |
| 91 Days Tbill (MD 03/12/2026) | Treasury Bills | 0.05% | |
| Cholamandalam Investment and Finance Company Ltd (25/01/2027) ** | Commercial Paper | 0.05% | |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.05% |
| Clean Max Enviro Energy Solutions Ltd. | Power | Domestic Equities | 0.05% |
| 364 Days Tbill (MD 03/12/2026) | Treasury Bills | 0.05% | |
| Safari Industries (India) Ltd. | Consumer Durables | Domestic Equities | 0.05% |
| Rainbow Children's Medicare Ltd. | Healthcare Services | Domestic Equities | 0.05% |
| JSW Steel Ltd. | Ferrous Metals | Domestic Equities | 0.05% |
| SBI Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.04% |
| CORONA Remedies Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.04% |
| 6.68% Government of India (07/07/2040) | Government Securities | 0.04% | |
| Milky Mist Dairy Food Ltd. | Food Products | Domestic Equities | 0.04% |
| 6.48% Government of India (06/10/2035) | Government Securities | 0.04% | |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 0.04% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.04% |
| Moneyview Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.04% |
| 7.02% Government of India (18/06/2031) | Government Securities | 0.03% | |
| Indiqube Spaces Ltd. | Commercial Services & Supplies | Domestic Equities | 0.03% |
| Behari Lal Engineering Ltd. | Industrial Products | Domestic Equities | 0.03% |
| Orkla India Ltd. | Food Products | Domestic Equities | 0.03% |
| Shilpa Medicare Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.02% |
| Punjab National Bank (04/02/2027) ** # | Certificate of Deposit | 0.02% | |
| Bank of Baroda (08/03/2027) # | Certificate of Deposit | 0.02% | |
| Neuland Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.02% |
| Indus Infra Trust | Transport Infrastructure | REITs & InvITs | 0.01% |
| Newgen Software Technologies Ltd. | IT - Software | Domestic Equities | 0.01% |
| Ajanta Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.01% |
| Laxmi Dental Ltd. | Healthcare Equipment & Supplies | Domestic Equities | 0.01% |
| Shivalik Bimetal Controls Ltd. | Industrial Products | Domestic Equities | 0.01% |
| REC Ltd. | Finance | Domestic Equities | 0.00% |
| Eicher Motors Ltd. | Automobiles | Domestic Equities | 0.00% |
| Steel Authority Of India Ltd. | Ferrous Metals | Domestic Equities | 0.00% |
| LTM Ltd. | IT - Software | Domestic Equities | 0.00% |
| Tata Motors Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.00% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 0.00% |
| Tata Motors Passenger Vehicles Ltd. | Automobiles | Domestic Equities | 0.00% |
| Total | 100.00% | ||
Prior to joining WhiteOak Capital, he held the office of Head-Fixed Income at BOI AXA Investment Managers. Earlier, he was a portfolio manager at Morgan Stanley Investment Management. Piyush holds a PGDBM from SPJIMR Mumbai with specialization in finance, and a B.E. (E&C) from MIT Manipal. He has also completed the CFA Certification Course conducted by the CFA Institute, USA.
Before joining WhiteOak, Ramesh founded Ashoka Capital Advisers, which advised a fund and several family offices on investments in South Asia. Earlier, he was part of a two-member team at Alden Global Capital, a US-based hedge fund, where he managed investments in the region for over seven years. He began his career as an analyst at CRISIL (majority-owned by Standard & Poor’s), India’s leading rating agency, where he covered the financial sector. Ramesh is a CFA charterholder, an MBA from the Faculty of Management Studies (FMS), Delhi, and has passed the Chartered Accountancy course.
Mr. Agrawal has over 12 years of experience as Sales Trader servicing FII/FPIs, Insurance companies and Mutual Funds in the Institutional Equities broking business across multiple organizations. Prior to joining Motilal Oswal Asset Management Company Ltd., he was Vice President - Sales Trader at Citigroup Global Markets Ltd. Earlier, he has worked as an Associate Director with RBS Equities India Limited between 2009-10 and worked as Senior Manager - Institutional Equities, with Edelweiss Capital between 2005 to 2009.Mr. Agrawal, is a PGDBM (Finance) from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow.
Prior to joining WhiteOak, Dheeresh served as an Executive Director at Goldman Sachs Asset Management. Through his 14 year stint at Goldman Sachs he covered a wide range of sectors including Healthcare, Chemicals, Telecom & Media, Logistics, Building Material and Retail. At Goldman Sachs India Equity Fund , Dheeresh was among the top rated professional generating the highest alpha per unit of capital. He holds a B.E in Electronics Engineering from Punjab Engineering College (Gold Medalist) and a PGDBM from MDI Gurgaon.
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