Dheeresh Pathak
Tenure across funds
each stint as the factsheets dated it
The record, stint by stint
fund against category over exactly those months
| Fund | Role | From | To | Months | Fund | Category | Excess | P4 in tenure |
|---|---|---|---|---|---|---|---|---|
| WhiteOak Capital Pharma and Healthcare Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2024* | now | 31 | 25.0% p.a. | 9.9% p.a. | +15.14 pp | under 3 yrs |
| WhiteOak Capital Flexi Cap Fund WHITEOAK · Flexi Cap | equity portion | Mar 2024* | now | 30 | 12.6% p.a. | 10.3% p.a. | +2.28 pp | under 3 yrs |
| WhiteOak Capital Mid Cap Fund WHITEOAK · Mid Cap | equity portion | Mar 2024* | now | 30 | 19.1% p.a. | 14.5% p.a. | +4.57 pp | under 3 yrs |
| WhiteOak Capital ELSS Tax Saver Fund WHITEOAK · ELSS | equity portion | Mar 2024* | now | 30 | 13.8% p.a. | 8.4% p.a. | +5.38 pp | under 3 yrs |
| WhiteOak Capital Large Cap Fund WHITEOAK · Large Cap | equity portion | Mar 2024* | now | 30 | 10.7% p.a. | 7.7% p.a. | +3.01 pp | under 3 yrs |
| WhiteOak Capital Balanced Advantage Fund WHITEOAK · Dynamic Asset Allocation or Balanced Advantage | equity portion | Mar 2024* | now | 30 | 10.9% p.a. | 7.8% p.a. | +3.07 pp | under 3 yrs |
| WhiteOak Capital Multi Asset Allocation Fund WHITEOAK · Multi Asset Allocation | equity portion | Mar 2024* | now | 30 | 17.2% p.a. | 14.2% p.a. | +3.03 pp | under 3 yrs |
| WhiteOak Capital Multi Cap Fund WHITEOAK · Multi Cap | equity portion | Mar 2024* | now | 30 | 15.6% p.a. | 12.1% p.a. | +3.54 pp | under 3 yrs |
| WhiteOak Capital Balanced Hybrid Fund WHITEOAK · Balanced Hybrid | equity portion | Mar 2024* | now | 30 | 1.1% | 0.4% | +0.77 pp | under 3 yrs |
| WhiteOak Capital Large & Mid Cap Fund WHITEOAK · Large & Mid Cap | equity portion | Mar 2024* | now | 30 | 14.1% p.a. | 11.3% p.a. | +2.80 pp | under 3 yrs |
| WhiteOak Capital Banking & Financial Services Fund WHITEOAK · Sectoral/ Thematic | equity portion | Mar 2024* | now | 30 | 14.5% p.a. | 9.9% p.a. | +4.60 pp | under 3 yrs |
| WhiteOak Capital Special Opportunities Fund WHITEOAK · Sectoral/ Thematic | equity portion | Jun 2024* | now | 27 | 16.0% p.a. | 5.0% p.a. | +10.99 pp | under 3 yrs |
| WhiteOak Capital Digital Bharat Fund WHITEOAK · Sectoral/ Thematic | equity portion | Oct 2024* | now | 23 | 6.9% p.a. | 4.3% p.a. | +2.60 pp | under 3 yrs |
| WhiteOak Capital ESG Best-In-Class Strategy Fund WHITEOAK · Sectoral/ Thematic | equity portion | Oct 2024* | now | 23 | 3.8% p.a. | 4.3% p.a. | −0.51 pp | under 3 yrs |
| WhiteOak Capital Quality Equity Fund WHITEOAK · Sectoral/ Thematic | equity portion | Jan 2025* | now | 20 | 4.2% p.a. | 8.8% p.a. | −4.55 pp | under 3 yrs |
| WhiteOak Capital Equity Savings Fund WHITEOAK · Equity Savings | equity portion | Mar 2025* | now | 18 | 11.2% p.a. | 8.1% p.a. | +3.02 pp | under 3 yrs |
| WhiteOak Capital Consumption Opportunities Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 10.4% | 6.3% | +4.16 pp | under 3 yrs |
| WhiteOak Capital Aggressive Hybrid Fund WHITEOAK · Aggressive Hybrid | equity portion | Jun 2026* | now | 3 | 1.4% | 0.6% | +0.78 pp | under 3 yrs |
| WhiteOak Capital Dividend Yield Fund WHITEOAK · Dividend Yield | equity portion | Aug 2026* | now | 1 | — | — | — | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. Months are the stint's calendar months. Returns are the fund's primary growth class and the category's median monthly return, compounded over the same months; “P4 in tenure” counts only rolling three-year windows that lie wholly inside the stint. A dash means the NAV or the category median did not cover the months — a category with too few funds in this build has no median.
Why this might matter
A fund's five-year figure belongs to whoever ran it for those five years. Following the person across funds is the only way to see a record that survives a change of employer — and to notice when a fund's record predates the people now running it.
Why it might not
19 of these stints are a co-manager or sleeve role; co-managed funds attribute the same months to every named manager, so a record here is the team's before it is anyone's. A factsheet names the manager of record, not who made each call, and fund houses have processes and research desks that outlast individuals. Nothing on this page ranks anyone.