Trupti Agarwal
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 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 Flexi Cap Fund WHITEOAK · Flexi Cap | equity portion | Feb 2026* | now | 7 | 7.9% | 5.7% | +2.19 pp | under 3 yrs |
| WhiteOak Capital Mid Cap Fund WHITEOAK · Mid Cap | equity portion | Feb 2026* | now | 7 | 17.3% | 12.3% | +5.00 pp | under 3 yrs |
| WhiteOak Capital ELSS Tax Saver Fund WHITEOAK · ELSS | equity portion | Feb 2026* | now | 7 | 8.8% | 3.7% | +5.07 pp | under 3 yrs |
| WhiteOak Capital Large Cap Fund WHITEOAK · Large Cap | equity portion | Feb 2026* | now | 7 | 1.6% | 0.3% | +1.35 pp | under 3 yrs |
| WhiteOak Capital Balanced Advantage Fund WHITEOAK · Dynamic Asset Allocation or Balanced Advantage | equity portion | Feb 2026* | now | 7 | 5.2% | 3.0% | +2.22 pp | under 3 yrs |
| WhiteOak Capital Multi Asset Allocation Fund WHITEOAK · Multi Asset Allocation | equity portion | Feb 2026* | now | 7 | 5.2% | 1.8% | +3.36 pp | under 3 yrs |
| WhiteOak Capital Multi Cap Fund WHITEOAK · Multi Cap | equity portion | Feb 2026* | now | 7 | 11.6% | 11.1% | +0.54 pp | under 3 yrs |
| WhiteOak Capital Balanced Hybrid Fund WHITEOAK · Balanced Hybrid | equity portion | Feb 2026* | now | 7 | 1.1% | 0.4% | +0.77 pp | under 3 yrs |
| WhiteOak Capital Large & Mid Cap Fund WHITEOAK · Large & Mid Cap | equity portion | Feb 2026* | now | 7 | 8.0% | 6.7% | +1.29 pp | under 3 yrs |
| WhiteOak Capital Banking & Financial Services Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 3.7% | 7.9% | −4.20 pp | under 3 yrs |
| WhiteOak Capital Pharma and Healthcare Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 31.7% | 7.9% | +23.82 pp | under 3 yrs |
| WhiteOak Capital Special Opportunities Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 17.1% | 7.9% | +9.19 pp | under 3 yrs |
| WhiteOak Capital Digital Bharat Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 3.8% | 7.9% | −4.12 pp | under 3 yrs |
| WhiteOak Capital ESG Best-In-Class Strategy Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 2.1% | 7.9% | −5.83 pp | under 3 yrs |
| WhiteOak Capital Quality Equity Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2026* | now | 7 | 4.1% | 7.9% | −3.79 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.