Fundalysisby DARKHORSESTOCKS

Fund house

WhiteOak

Its schemes hold 378 companies worth ₹36,272 Cr in Sept 2026.

  • AUM

    ₹45,322 CrWhiteOak's AUM averaged over Aug 2026, as AMFI reports it. Up 7.2% on Jul 2026, ₹42,267 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.7% of WhiteOak's AUM.

  • Largest sector

    BanksCompanies in Banks make up 13.0% of WhiteOak's AUM.

  • Top 10 holdings

    20.4% of AUMThe 10 largest holdings together make up 20.4% of WhiteOak's AUM.

Fund managers(Sept 2026)

Every fund manager with its figures in Sept 2026. Click a column's header to sort by it.
Piyush Baranwal
Senior Fund Manager – Fixed Income
CFA PGDM B.E.
22–46,803+11.2%17 yearsJan '19
Ramesh Mantri
Chief Investment Officer (CIO)
CA CFA MBA
20–45,527+11.5%21 yearsAug '22
Dheeresh Pathak
Fund Manager – Equity
19–42,904+9.7%17 yearsFeb '24
Trupti Agrawal
Fund Manager - Equity
CA B.Com
19–42,904+11.8%16 yearsAug '22
Ashish Agrawal
Head-Equity Dealing & Fund Manager
PGDM
1192,623+7.3%18 yearsSep '24
Bhavin Patadia
Fund Manager & Dealer
MBA
020–17 yearsNov '24

AUM by lead manager(Sept 2026)

  1. Ramesh Mantri92%₹42,943 Cr
  2. Dheeresh Pathak4%₹1,959 Cr
  3. Piyush Baranwal3%₹1,276 Cr
  4. Trupti Agrawal1%₹626 Cr
Fig. 1.Each scheme's AUM at the end of Sept 2026, counted once, for its lead: the manager its page names first. Source: AMFI.

Joined and left(Oct 2024 – now)

Moves, Sept 2026
5
Fig. 1.Moves a month, Oct 2024 – Sept 2026: someone joined or left, or took on or handed over schemes. Each month's are below.

Sept 2026

5 moves
  1. Ashish Agrawal took on 1 scheme
    10 SeptWhiteOak Capital Dividend Yield Fund
  2. Dheeresh Pathak took on 1 scheme
    10 SeptWhiteOak Capital Dividend Yield Fund
  3. Piyush Baranwal took on 1 scheme
    10 SeptWhiteOak Capital Dividend Yield Fund
  4. Ramesh Mantri took on 1 scheme
    10 SeptWhiteOak Capital Dividend Yield Fund
  5. Trupti Agrawal took on 1 scheme
    10 SeptWhiteOak Capital Dividend Yield Fund

Jul 2026

5 moves
  1. Ashish Agrawal took on 1 scheme
    9 JulWhiteOak Capital Aggressive Hybrid Fund
  2. Dheeresh Pathak took on 1 scheme
    9 JulWhiteOak Capital Aggressive Hybrid Fund
  3. Piyush Baranwal took on 1 scheme
    9 JulWhiteOak Capital Aggressive Hybrid Fund
  4. Ramesh Mantri took on 1 scheme
    9 JulWhiteOak Capital Aggressive Hybrid Fund
  5. Trupti Agrawal took on 1 scheme
    9 JulWhiteOak Capital Aggressive Hybrid Fund

Mar 2026

5 moves
  1. Ashish Agrawal took on 1 scheme
    9 MarWhiteOak Capital Consumption Opportunities Fund
  2. Dheeresh Pathak took on 1 scheme
    9 MarWhiteOak Capital Consumption Opportunities Fund
  3. Piyush Baranwal took on 1 scheme
    9 MarWhiteOak Capital Consumption Opportunities Fund
  4. Ramesh Mantri took on 1 scheme
    9 MarWhiteOak Capital Consumption Opportunities Fund
  5. Trupti Agrawal took on 1 scheme
    9 MarWhiteOak Capital Consumption Opportunities Fund