The primary objective of the Scheme is to provide long-term capital appreciation/income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap & Small Cap Stock.
Expert-managed portfolios tailored to your financial goals and risk appetite.
| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | -3.81% | -3.54% | 2.93% | 1.94% | 0.04% | 2.63% | 14.99% | N/A | N/A | N/A | 15.22% |
| Category returns | -4.32% | -2.99% | 2.65% | 2.47% | -0.19% | -0.32% | 11.76% | 13.73% | 10.6% | 13.37% | N/A |
| Absolute returns | -3.81% | -3.54% | 2.93% | 1.94% | 0.04% | 5.33% | 52.1% | N/A | N/A | N/A | 54.62% |
| Rank within category | 9/33 | 18/32 | 16/32 | 15/32 | 15/32 | 3/27 | 2/22 | N/A | N/A | N/A | N/A |
| Multi Cap Fund | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Yearly returns | N/A | 28.61% | 5.59% | 0.18% |
| Q1 returns | N/A | 4.64% | -8.41% | -12.82% |
| Q2 returns | N/A | 12.79% | 13.03% | 16.36% |
| Q3 returns | N/A | 10.19% | -1.76% | -0.59% |
| Q4 returns | 13.1% | -1.1% | 3.83% | -0.66% |
1% on or before 1M, Nil after 1M
| Alpha | 0.383831 |
| Beta | 0.9519 |
| Sharpe Ratio | 0.204015 |
| Sortino Ratio | 0.384379 |
| R-Squared | 0.9499 |
| Tracking Error | 0.9393 |
| Downside Risk | 20.2741 |
| Std. Deviation (Annualised) | 14.5589 |
| Multi Cap Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Exp. Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | -4.35% | 0.32% | 6.96% | 7.09% | 3.39% | 16.34% | N/A | N/A | 14.04% | 11,972.30 | 2.00 | 0.23 | Very High |
| WhiteOak Capital Multi Cap Fund - Regular Plan - Growth Current | -3.81% | -3.54% | 2.93% | 1.94% | 0.04% | 14.99% | N/A | N/A | 15.22% | 4,307.80 | 2.22 | 0.20 | Very High |
| HSBC Multi Cap Fund - Regular Plan - Growth | -4.79% | -2.58% | 3.02% | 3.71% | 1.09% | 14.49% | N/A | N/A | 19.27% | 6,380.17 | 2.05 | 0.19 | Very High |
| Bank of India Multi Cap Fund - Regular Plan - Growth | -3.43% | -3.39% | 2.91% | 5.52% | 5.93% | 14.45% | N/A | N/A | 19.53% | 1,343.67 | 2.50 | 0.19 | Very High |
| LIC MF Multi Cap Fund - Regular Plan - Growth | -4.53% | -2.9% | 5.17% | 6.11% | 1.68% | 14.35% | N/A | N/A | 15.51% | 2,187.21 | 2.14 | 0.18 | Very High |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | -4.95% | -1.45% | 4.01% | 4.79% | 5.12% | 13.96% | 11.72% | N/A | 15.05% | 7,457.36 | 2.16 | 0.18 | Very High |
| Kotak Multi Cap Fund - Regular Plan - Growth | -3.35% | -4.3% | -0.5% | -2.25% | -1.95% | 13.65% | 14.06% | N/A | 13.96% | 30,335.30 | 1.80 | 0.17 | Very High |
| ITI Multi Cap Fund - Regular Plan - Growth | -3.41% | -1.21% | 5.43% | 7.95% | 6.48% | 13.62% | 11.05% | N/A | 13.26% | 1,499.93 | 2.33 | 0.17 | Very High |
| ICICI Prudential Multi Cap Fund - Growth | -5.88% | -5.62% | -2% | 1.58% | -0.19% | 12.4% | 11.55% | 12.81% | 14.64% | 18,717.30 | 1.76 | 0.17 | Very High |
| Union Multicap Fund - Regular Plan - Growth | -3.66% | -1.58% | 5.25% | 6.04% | 3.76% | 12.22% | N/A | N/A | 14.57% | 1,515.85 | 2.58 | 0.15 | Very High |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| ICICI Bank Ltd. | Banks | Domestic Equities | 5.07% |
| Clearing Corporation of India Ltd | Cash & Cash Equivalents and Net Assets | 4.46% | |
| Bharti Airtel Ltd. | Telecom - Services | Domestic Equities | 2.69% |
| Nestle India Ltd. | Food Products | Domestic Equities | 2.51% |
| HDFC Bank Ltd. | Banks | Domestic Equities | 2.10% |
| Eternal Ltd. | Retailing | Domestic Equities | 1.69% |
| Nexus Select Trust | Realty | REITs & InvITs | 1.67% |
| State Bank Of India | Banks | Domestic Equities | 1.63% |
| Mahindra & Mahindra Ltd. | Automobiles | Domestic Equities | 1.49% |
| Reliance Industries Ltd. | Petroleum Products | Domestic Equities | 1.19% |
| The Federal Bank Ltd. | Banks | Domestic Equities | 1.19% |
| Bharti Hexacom Ltd. | Telecom - Services | Domestic Equities | 1.17% |
| Max Financial Services Ltd. | Insurance | Domestic Equities | 1.16% |
| Aadhar Housing Finance Ltd. | Finance | Domestic Equities | 1.16% |
| Torrent Pharmaceuticals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.14% |
| Kotak Mahindra Bank Ltd. | Banks | Domestic Equities | 1.13% |
| Laurus Labs Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 1.13% |
| The Phoenix Mills Ltd. | Realty | Domestic Equities | 1.05% |
| Persistent Systems Ltd. | IT - Software | Domestic Equities | 1.00% |
| Coforge Ltd. | IT - Software | Domestic Equities | 0.99% |
| Titan Company Ltd. | Consumer Durables | Domestic Equities | 0.92% |
| Azad Engineering Ltd. | Electrical Equipment | Domestic Equities | 0.90% |
| Bharat Electronics Ltd. | Aerospace & Defense | Domestic Equities | 0.85% |
| Muthoot Finance Ltd. | Finance | Domestic Equities | 0.83% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrial Products | Domestic Equities | 0.83% |
| 91 Days Tbill (MD 10/12/2026) | Treasury Bills | 0.80% | |
| Fortis Healthcare Ltd. | Healthcare Services | Domestic Equities | 0.77% |
| Maruti Suzuki India Ltd. | Automobiles | Domestic Equities | 0.75% |
| Lenskart Solutions Ltd. | Retailing | Domestic Equities | 0.74% |
| Bharat Heavy Electricals Ltd. | Electrical Equipment | Domestic Equities | 0.74% |
| India Shelter Finance Corporation Ltd. | Finance | Domestic Equities | 0.71% |
| Five-Star Business Finance Ltd. | Finance | Domestic Equities | 0.71% |
| Oil India Ltd. | Oil | Domestic Equities | 0.70% |
| Care Ratings Ltd. | Capital Markets | Domestic Equities | 0.66% |
| Motilal Oswal Financial Services Ltd. | Capital Markets | Domestic Equities | 0.66% |
| TD Power Systems Ltd. | Electrical Equipment | Domestic Equities | 0.65% |
| Axis Bank Ltd. | Banks | Domestic Equities | 0.65% |
| Vertis Infrastructure Trust | Transport Infrastructure | REITs & InvITs | 0.63% |
| Info Edge (India) Ltd. | Retailing | Domestic Equities | 0.63% |
| Leela Palaces Hotels & Resorts Ltd. | Leisure Services | Domestic Equities | 0.62% |
| National Aluminium Company Ltd. | Non - Ferrous Metals | Domestic Equities | 0.62% |
| Ajanta Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.62% |
| Krishna Institute of Medical Sciences Ltd | Healthcare Services | Domestic Equities | 0.61% |
| 360 One Wam Ltd. | Capital Markets | Domestic Equities | 0.61% |
| Navin Fluorine International Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.60% |
| Dynamatic Technologies Ltd. | Industrial Manufacturing | Domestic Equities | 0.60% |
| City Union Bank Ltd. | Banks | Domestic Equities | 0.60% |
| Embassy Office Parks REIT | Realty | REITs & InvITs | 0.59% |
| Indigo Paints Ltd. | Consumer Durables | Domestic Equities | 0.59% |
| IndusInd Bank Ltd. | Banks | Domestic Equities | 0.59% |
| Dr. Lal Pathlabs Ltd. | Healthcare Services | Domestic Equities | 0.58% |
| AIA Engineering Ltd. | Industrial Products | Domestic Equities | 0.58% |
| Neuland Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.58% |
| Max Healthcare Institute Ltd. | Healthcare Services | Domestic Equities | 0.57% |
| KEI Industries Ltd. | Industrial Products | Domestic Equities | 0.57% |
| Poly Medicure Ltd. | Healthcare Equipment & Supplies | Domestic Equities | 0.57% |
| The South Indian Bank Ltd. | Banks | Domestic Equities | 0.57% |
| Acutaas Chemicals Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.55% |
| Ajax Engineering Ltd. | Agricultural, Commercial & Construction Vehicles | Domestic Equities | 0.55% |
| Marico Ltd. | Agricultural Food & other Products | Domestic Equities | 0.55% |
| Tenneco Clean Air India Ltd. | Auto Components | Domestic Equities | 0.52% |
| Knowledge Realty Trust | Realty | REITs & InvITs | 0.52% |
| Juniper Green Energy Ltd. | Power | Domestic Equities | 0.52% |
| Bajaj Finserv Ltd. | Finance | Domestic Equities | 0.50% |
| CORONA Remedies Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.49% |
| PNB Housing Finance Ltd. | Finance | Domestic Equities | 0.49% |
| Alkem Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.48% |
| Gillette India Ltd. | Personal Products | Domestic Equities | 0.48% |
| Aditya Infotech Ltd. | Industrial Manufacturing | Domestic Equities | 0.47% |
| IIFL Finance Ltd. | Finance | Domestic Equities | 0.47% |
| Billionbrains Garage Ventures Ltd. | Capital Markets | Domestic Equities | 0.47% |
| Hindalco Industries Ltd. | Non - Ferrous Metals | Domestic Equities | 0.47% |
| CarTrade Tech Ltd. | Retailing | Domestic Equities | 0.47% |
| National Highways Infra Trust | Transport Infrastructure | REITs & InvITs | 0.46% |
| FSN E-Commerce Ventures Ltd. | Retailing | Domestic Equities | 0.46% |
| 182 Days Tbill (MD 12/11/2026) | Treasury Bills | 0.46% | |
| Neogen Chemicals Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.46% |
| Cipla Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.45% |
| Ipca Laboratories Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.45% |
| Manorama Industries Ltd. | Food Products | Domestic Equities | 0.44% |
| Sai Life Sciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.44% |
| Gland Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.43% |
| Berger Paints India Ltd. | Consumer Durables | Domestic Equities | 0.43% |
| TBO Tek Ltd. | Leisure Services | Domestic Equities | 0.42% |
| Vishal Mega Mart Ltd. | Retailing | Domestic Equities | 0.41% |
| Vijaya Diagnostic Centre Ltd. | Healthcare Services | Domestic Equities | 0.41% |
| Mahindra & Mahindra Financial Services Ltd. | Finance | Domestic Equities | 0.40% |
| 91 Days Tbill (MD 19/11/2026) | Treasury Bills | 0.39% | |
| 91 Days Tbill (MD 29/10/2026) | Treasury Bills | 0.39% | |
| Jindal Stainless Ltd. | Ferrous Metals | Domestic Equities | 0.39% |
| SJS Enterprises Ltd. | Auto Components | Domestic Equities | 0.38% |
| Tech Mahindra Ltd. | IT - Software | Domestic Equities | 0.37% |
| Asian Paints Ltd. | Consumer Durables | Domestic Equities | 0.36% |
| Omnitech Engineering Ltd. | Industrial Manufacturing | Domestic Equities | 0.36% |
| Solar Industries India Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.36% |
| Page Industries Ltd. | Textiles & Apparels | Domestic Equities | 0.36% |
| Avalon Technologies Ltd. | Electrical Equipment | Domestic Equities | 0.35% |
| Larsen & Toubro Ltd. | Construction | Domestic Equities | 0.35% |
| Multi Commodity Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.35% |
| REC Ltd. | Finance | Domestic Equities | 0.35% |
| 91 Days Tbill (MD 08/10/2026) | Treasury Bills | 0.35% | |
| eClerx Services Ltd. | Commercial Services & Supplies | Domestic Equities | 0.35% |
| Kirloskar Oil Engines Ltd. | Industrial Products | Domestic Equities | 0.35% |
| 182 Days Tbill (MD 17/12/2026) | Treasury Bills | 0.34% | |
| Aether Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.34% |
| Tube Investments of India Ltd. | Auto Components | Domestic Equities | 0.33% |
| Yash Highvoltage Ltd. | Electrical Equipment | Domestic Equities | 0.32% |
| Eureka Forbes Ltd. | Consumer Durables | Domestic Equities | 0.31% |
| Hitachi Energy India Ltd. | Electrical Equipment | Domestic Equities | 0.31% |
| Thyrocare Technologies Ltd. | Healthcare Services | Domestic Equities | 0.31% |
| Firstsource Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.31% |
| Meesho Ltd. | Retailing | Domestic Equities | 0.30% |
| Computer Age Management Services Ltd. | Capital Markets | Domestic Equities | 0.30% |
| International Gemological Institute Ltd. | Commercial Services & Supplies | Domestic Equities | 0.30% |
| Sun Pharmaceutical Industries Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.30% |
| Repco Home Finance Ltd. | Finance | Domestic Equities | 0.30% |
| AYE Finance Ltd. | Finance | Domestic Equities | 0.30% |
| DOMS Industries Ltd. | Household Products | Domestic Equities | 0.29% |
| 91 Days Tbill (MD 03/12/2026) | Treasury Bills | 0.29% | |
| Narayana Hrudayalaya Ltd. | Healthcare Services | Domestic Equities | 0.29% |
| National Stock Exchange Of India Ltd. | Capital Markets | Domestic Equities | 0.28% |
| Intellect Design Arena Ltd. | IT - Software | Domestic Equities | 0.27% |
| Bank Of India | Banks | Domestic Equities | 0.27% |
| Nuvoco Vistas Corporation Ltd. | Cement & Cement Products | Domestic Equities | 0.26% |
| Safari Industries (India) Ltd. | Consumer Durables | Domestic Equities | 0.26% |
| Clean Max Enviro Energy Solutions Ltd. | Power | Domestic Equities | 0.26% |
| Karur Vysya Bank Ltd. | Banks | Domestic Equities | 0.26% |
| Bajaj Finance Ltd. | Finance | Domestic Equities | 0.26% |
| Lumax Auto Technologies Ltd. | Auto Components | Domestic Equities | 0.26% |
| INDO-MIM Ltd. | Industrial Manufacturing | Domestic Equities | 0.26% |
| GE Vernova T&D India Ltd. | Electrical Equipment | Domestic Equities | 0.26% |
| UTI Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.26% |
| Godrej Properties Ltd. | Realty | Domestic Equities | 0.25% |
| Asset Reconstruction Company (India) Ltd. | Finance | Domestic Equities | 0.25% |
| Kovai Medical Center & Hospital Ltd. | Healthcare Services | Domestic Equities | 0.25% |
| Cummins India Ltd. | Industrial Products | Domestic Equities | 0.25% |
| Bosch Ltd. | Auto Components | Domestic Equities | 0.25% |
| Abbott India Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.24% |
| Redington Ltd. | Commercial Services & Supplies | Domestic Equities | 0.23% |
| JSW Cement Ltd. | Cement & Cement Products | Domestic Equities | 0.23% |
| Hy-Tech Engineers Ltd. | Industrial Products | Domestic Equities | 0.23% |
| Vedant Fashions Ltd. | Retailing | Domestic Equities | 0.23% |
| Elgi Equipments Ltd. | Industrial Products | Domestic Equities | 0.22% |
| Sagility Ltd. | IT - Services | Domestic Equities | 0.21% |
| Kansai Nerolac Paints Ltd. | Consumer Durables | Domestic Equities | 0.21% |
| Travel Food Services Ltd. | Leisure Services | Domestic Equities | 0.21% |
| Power Grid Corporation Of India Ltd. | Power | Domestic Equities | 0.21% |
| Mankind Pharma Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.21% |
| Horizon Industrial Parks Ltd. | Realty | Domestic Equities | 0.21% |
| Vedanta Aluminium Metal Ltd. | Non - Ferrous Metals | Domestic Equities | 0.20% |
| Tata Steel Ltd. | Ferrous Metals | Domestic Equities | 0.20% |
| Anthem Biosciences Ltd. | Pharmaceuticals & Biotechnology | Domestic Equities | 0.20% |
| Lemon Tree Hotels Ltd. | Leisure Services | Domestic Equities | 0.20% |
| Godrej Agrovet Ltd. | Food Products | Domestic Equities | 0.20% |
| Hindustan Petroleum Corporation Ltd. | Petroleum Products | Domestic Equities | 0.20% |
| Sudeep Pharma Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.20% |
| Cholamandalam Investment and Finance Company Ltd. | Finance | Domestic Equities | 0.20% |
| Infosys Ltd. | IT - Software | Domestic Equities | 0.20% |
| NMDC Ltd. | Minerals & Mining | Domestic Equities | 0.20% |
| Pidilite Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.20% |
| 91 Days Tbill (MD 05/11/2026) | Treasury Bills | 0.19% | |
| Aditya Birla Real Estate Ltd. | Realty | Domestic Equities | 0.19% |
| 91 Days Tbill (MD 22/10/2026) | Treasury Bills | 0.19% | |
| SS Retail Ltd. | Retailing | Domestic Equities | 0.18% |
| Godrej Industries Ltd. | Diversified | Domestic Equities | 0.18% |
| Colgate-Palmolive (India) Ltd. | Personal Products | Domestic Equities | 0.18% |
| Fine Organic Industries Ltd. | Chemicals & Petrochemicals | Domestic Equities | 0.18% |
| Indiqube Spaces Ltd. | Commercial Services & Supplies | Domestic Equities | 0.18% |
| Elevate Campuses Ltd. | Commercial Services & Supplies | Domestic Equities | 0.17% |
| Oil & Natural Gas Corporation Ltd. | Oil | Domestic Equities | 0.17% |
| Orkla India Ltd. | Food Products | Domestic Equities | 0.17% |
| Wheels India Ltd. | Auto Components | Domestic Equities | 0.16% |
| NTPC Ltd. | Power | Domestic Equities | 0.16% |
| 182 Days Tbill (MD 05/11/2026) | Treasury Bills | 0.15% | |
| Hero MotoCorp Ltd. | Automobiles | Domestic Equities | 0.15% |
| Anantam Highways Trust | Construction | REITs & InvITs | 0.15% |
| EPack Prefab Technologies Ltd. | Industrial Manufacturing | Domestic Equities | 0.15% |
| Jyothy Labs Ltd. | Household Products | Domestic Equities | 0.15% |
| Ujjivan Small Finance Bank Ltd. | Banks | Domestic Equities | 0.14% |
| Supreme Industries Ltd. | Industrial Products | Domestic Equities | 0.14% |
| Canara HSBC Life Insurance Company Ltd. | Insurance | Domestic Equities | 0.14% |
| Tata Consultancy Services Ltd. | IT - Software | Domestic Equities | 0.13% |
| Endurance Technologies Ltd. | Auto Components | Domestic Equities | 0.13% |
| Wakefit Innovations Ltd. | Consumer Durables | Domestic Equities | 0.12% |
| Aditya Birla Capital Ltd. | Finance | Domestic Equities | 0.12% |
| Mastek Ltd. | IT - Software | Domestic Equities | 0.12% |
| 364 Days Tbill (MD 12/11/2026) | Treasury Bills | 0.12% | |
| Latent View Analytics Ltd. | IT - Software | Domestic Equities | 0.11% |
| OnEMI Technology Solutions Ltd. | Finance | Domestic Equities | 0.10% |
| Jupiter Life Line Hospitals Ltd. | Healthcare Services | Domestic Equities | 0.10% |
| Newgen Software Technologies Ltd. | IT - Software | Domestic Equities | 0.09% |
| Cholamandalam Financial Holdings Ltd. | Finance | Domestic Equities | 0.09% |
| CSB Bank Ltd. | Banks | Domestic Equities | 0.08% |
| Awfis Space Solutions Ltd. | Commercial Services & Supplies | Domestic Equities | 0.07% |
| Nucleus Software Exports Ltd. | IT - Software | Domestic Equities | 0.07% |
| Laxmi Dental Ltd. | Healthcare Equipment & Supplies | Domestic Equities | 0.06% |
| National Securities Depository Ltd. | Capital Markets | Domestic Equities | 0.06% |
| Coromandel International Ltd. | Fertilizers & Agrochemicals | Domestic Equities | 0.05% |
| Arman Financial Services Ltd. | Finance | Domestic Equities | 0.05% |
| ICICI Prudential Asset Management Company Ltd. | Capital Markets | Domestic Equities | 0.04% |
| Sona BLW Precision Forgings Ltd. | Auto Components | Domestic Equities | 0.04% |
| Power Finance Corporation Ltd. | Finance | Domestic Equities | 0.04% |
| EMA Partners India Ltd. | Commercial Services & Supplies | Domestic Equities | 0.04% |
| Nippon Life India Asset Management Ltd. | Capital Markets | Domestic Equities | 0.03% |
| PB Fintech Ltd. | Financial Technology (Fintech) | Domestic Equities | 0.01% |
| Petronet LNG Ltd. | Gas | Domestic Equities | 0.01% |
| Force Motors Ltd. | Automobiles | Domestic Equities | 0.01% |
| Oracle Financial Services Software Ltd. | IT - Software | Domestic Equities | 0.01% |
| Ather Energy Ltd. | Automobiles | Domestic Equities | 0.01% |
| LTM Ltd. | IT - Software | Domestic Equities | 0.00% |
| Blue Star Ltd. | Consumer Durables | Domestic Equities | 0.00% |
| Xpro India Ltd. | Industrial Products | Domestic Equities | 0.00% |
| Net Receivables / (Payables) | Cash & Cash Equivalents and Net Assets | -0.14% | |
| 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.
A part of WhiteOak Capital’s Investment team since its inception, Trupti is responsible for covering the Financial Services, Consumer Discretionary, Retail, and Textile Sectors. Having diverse experience of close to two decades, her prior investment management expertise also spans sectors such as Building Materials, Infrastructure companies and Capital Goods.Prior to joining us, Trupti worked as a credit analyst at L&T Infrastructure Finance, and in IGAAP and IFRS assurance services at S. R. Batliboi & Co. (an affiliate of Ernst & Young in India). Trupti also set up and ran a fashion e-commerce start-up 'Khoobsaree' previously. Trupti is a C A. and holds a Bachelor’s degree in commerce.
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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