Piyush Baranwal
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 Liquid Fund WHITEOAK · Liquid | fund manager | Mar 2021* | now | 66 | 5.9% p.a. | 6.0% p.a. | −0.19 pp | 0% of 30 |
| WhiteOak Capital Ultra Short Term Fund WHITEOAK · Ultra Short Term | fund manager | Mar 2021* | now | 66 | 6.1% p.a. | 6.3% p.a. | −0.16 pp | 3% of 30 |
| WhiteOak Capital Flexi Cap Fund WHITEOAK · Flexi Cap | debt portion | Aug 2022* | now | 49 | 17.3% p.a. | 14.8% p.a. | +2.46 pp | 100% of 13 |
| WhiteOak Capital Mid Cap Fund WHITEOAK · Mid Cap | debt portion | Sep 2022* | now | 48 | 25.0% p.a. | 20.1% p.a. | +4.86 pp | 100% of 12 |
| WhiteOak Capital Large Cap Fund WHITEOAK · Large Cap | debt portion | Dec 2022* | now | 45 | 15.2% p.a. | 12.6% p.a. | +2.59 pp | 100% of 9 |
| WhiteOak Capital Balanced Advantage Fund WHITEOAK · Dynamic Asset Allocation or Balanced Advantage | debt portion | Feb 2023* | now | 43 | 14.6% p.a. | 12.5% p.a. | +2.14 pp | 100% of 7 |
| WhiteOak Capital Multi Asset Allocation Fund WHITEOAK · Multi Asset Allocation | debt portion | May 2023* | now | 40 | 17.2% p.a. | 16.9% p.a. | +0.24 pp | 75% of 4 |
| WhiteOak Capital Multi Cap Fund WHITEOAK · Multi Cap | debt portion | Sep 2023* | now | 36 | 20.4% p.a. | 16.3% p.a. | +4.06 pp | under 3 yrs |
| WhiteOak Capital ELSS Tax Saver Fund WHITEOAK · ELSS | debt portion | by Oct 2023† | now | ≥ 35 | 18.0% p.a. | 12.5% p.a. | +5.52 pp | under 3 yrs |
| WhiteOak Capital Balanced Hybrid Fund WHITEOAK · Balanced Hybrid | debt portion | Oct 2023* | now | 35 | 1.1% | 0.4% | +0.77 pp | under 3 yrs |
| WhiteOak Capital Large & Mid Cap Fund WHITEOAK · Large & Mid Cap | debt portion | Dec 2023* | now | 33 | 15.1% p.a. | 12.4% p.a. | +2.73 pp | under 3 yrs |
| WhiteOak Capital Banking & Financial Services Fund WHITEOAK · Sectoral/ Thematic | debt portion | Feb 2024* | now | 31 | 14.5% p.a. | 9.9% p.a. | +4.60 pp | under 3 yrs |
| WhiteOak Capital Pharma and Healthcare Fund WHITEOAK · Sectoral/ Thematic | debt portion | Feb 2024* | now | 31 | 25.0% p.a. | 9.9% p.a. | +15.14 pp | under 3 yrs |
| WhiteOak Capital Special Opportunities Fund WHITEOAK · Sectoral/ Thematic | debt portion | Jun 2024* | now | 27 | 16.0% p.a. | 5.0% p.a. | +10.99 pp | under 3 yrs |
| WhiteOak Capital Arbitrage Fund WHITEOAK · Arbitrage | debt portion | Sep 2024* | now | 24 | 7.4% p.a. | 6.9% p.a. | +0.45 pp | under 3 yrs |
| WhiteOak Capital Digital Bharat Fund WHITEOAK · Sectoral/ Thematic | debt 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 | debt 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 | debt 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 | debt 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 | debt portion | Feb 2026* | now | 7 | 10.4% | 6.3% | +4.16 pp | under 3 yrs |
| WhiteOak Capital Aggressive Hybrid Fund WHITEOAK · Aggressive Hybrid | debt portion | Jun 2026* | now | 3 | 1.4% | 0.6% | +0.78 pp | under 3 yrs |
| WhiteOak Capital Dividend Yield Fund WHITEOAK · Dividend Yield | debt portion | Aug 2026* | now | 1 | — | — | — | under 3 yrs |
| WhiteOak Capital Liquid Fund WHITEOAK · Liquid | — | by Sep 2020† | Oct 2020 | ≥ 2 | 0.5% | 0.6% | −0.06 pp | under 3 yrs |
| WhiteOak Capital Ultra Short Term Fund WHITEOAK · Ultra Short Term | — | by Sep 2020† | Oct 2020 | ≥ 2 | 0.6% | 0.8% | −0.20 pp | under 3 yrs |
* dated by first appearance in the archive we hold, not by a date the factsheet printed. † already named on the first factsheet we hold for the fund: the stint is at least this long, and its start is not known. 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
20 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. Where a stint was already running when the archive starts, its length is a floor: the person may have been there for years before the first sheet we hold. Nothing on this page ranks anyone.