Trupti Agrawal
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 Flexi Cap Fund WHITEOAK · Flexi Cap | equity portion | Sep 2022* | Jan 2026 | 41 | 17.9% p.a. | 15.7% p.a. | +2.20 pp | 100% of 5 |
| WhiteOak Capital Mid Cap Fund WHITEOAK · Mid Cap | equity portion | Sep 2022* | Jan 2026 | 41 | 23.9% p.a. | 19.8% p.a. | +4.08 pp | 100% of 5 |
| WhiteOak Capital Large Cap Fund WHITEOAK · Large Cap | equity portion | Dec 2022* | Jan 2026 | 38 | 17.7% p.a. | 15.1% p.a. | +2.63 pp | 100% of 2 |
| WhiteOak Capital Balanced Advantage Fund WHITEOAK · Dynamic Asset Allocation or Balanced Advantage | equity portion | Feb 2023* | Jan 2026 | 36 | 15.8% p.a. | 14.0% p.a. | +1.75 pp | under 3 yrs |
| WhiteOak Capital Multi Cap Fund WHITEOAK · Multi Cap | equity portion | Sep 2023* | Jan 2026 | 29 | 20.3% p.a. | 15.4% p.a. | +4.82 pp | under 3 yrs |
| WhiteOak Capital ELSS Tax Saver Fund WHITEOAK · ELSS | equity portion | by Oct 2023† | Jan 2026 | ≥ 28 | 18.7% p.a. | 14.1% p.a. | +4.59 pp | under 3 yrs |
| WhiteOak Capital Balanced Hybrid Fund WHITEOAK · Balanced Hybrid | equity portion | Oct 2023* | Jan 2026 | 28 | — | — | — | under 3 yrs |
| WhiteOak Capital Large & Mid Cap Fund WHITEOAK · Large & Mid Cap | equity portion | Dec 2023* | Jan 2026 | 26 | 15.4% p.a. | 12.6% p.a. | +2.84 pp | under 3 yrs |
| WhiteOak Capital Banking & Financial Services Fund WHITEOAK · Sectoral/ Thematic | equity portion | Feb 2024* | Jan 2026 | 24 | 17.0% p.a. | 8.7% p.a. | +8.36 pp | under 3 yrs |
| WhiteOak Capital Special Opportunities Fund WHITEOAK · Sectoral/ Thematic | equity portion | Jun 2024* | Jan 2026 | 20 | 10.8% p.a. | 1.9% p.a. | +8.99 pp | under 3 yrs |
| WhiteOak Capital Digital Bharat Fund WHITEOAK · Sectoral/ Thematic | equity portion | Oct 2024* | Jan 2026 | 16 | 7.0% p.a. | 0.1% p.a. | +6.96 pp | under 3 yrs |
| WhiteOak Capital ESG Best-In-Class Strategy Fund WHITEOAK · Sectoral/ Thematic | equity portion | Oct 2024* | Jan 2026 | 16 | 3.8% p.a. | 0.1% p.a. | +3.79 pp | under 3 yrs |
| WhiteOak Capital Quality Equity Fund WHITEOAK · Sectoral/ Thematic | equity portion | Jan 2025* | Jan 2026 | 13 | 2.5% p.a. | 5.8% p.a. | −3.31 pp | under 3 yrs |
| WhiteOak Capital Multi Asset Allocation Fund WHITEOAK · Multi Asset Allocation | equity portion | May 2025* | Jan 2026 | 9 | 14.5% | 17.5% | −3.01 pp | under 3 yrs |
| WhiteOak Capital Pharma and Healthcare Fund WHITEOAK · Sectoral/ Thematic | equity portion | May 2025* | Jan 2026 | 9 | 2.9% | 5.9% | −2.95 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
15 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.