Fundalysisby DARKHORSESTOCKS

Fund manager · WhiteOak

Ashish Agrawal

Head-Equity Dealing & Fund Manager at WhiteOak. Runs 1 scheme worth ₹2,623 Cr.

  • Fund house

    WhiteOakThey run their schemes at WhiteOak.

  • AUM they run

    ₹2,623 CrThe AUM of the schemes they run, as main or co-manager, at the latest month's end, as AMFI reports it. A scheme two people run counts for both.

  • Schemes

    1 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2024. On 19 more schemes for a slice of it: overseas, gold or arbitrage.

  • Experience

    18 years18

Profile(WhiteOak's SAI, 30 Jun 2026)

About

Role
Head-Equity Dealing & Fund Manager
Studied
PGDM (Finance)
Age
47 years
Experience
18

Schemes now20

  1. WhiteOak Capital Flexi Cap Fund₹9,325 Cr
  2. WhiteOak Capital Multi Asset Allocation Fund₹9,111 Cr
  3. WhiteOak Capital Mid Cap Fund₹7,540 Cr
  4. WhiteOak Capital Multi Cap Fund₹4,308 Cr
  5. WhiteOak Capital Arbitrage Fund₹2,623 Cr
  6. WhiteOak Capital Large Mid Cap Fund₹2,376 Cr
  7. and 14 more, all below

AUM they run(Apr 2025 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 20262,623+16.4%
Aug 20262,255+13.0%
Jul 20261,996+25.1%
Jun 20261,596+12.6%
May 20261,417+13.8%
Apr 20261,246+22.1%
Mar 20261,020−0.1%
Feb 20261,021+7.4%
Jan 2026951+11.9%
Dec 2025850+3.9%
Nov 2025817+11.1%
Oct 2025736+10.6%
AUM at month end, Sept 2026
₹2,623 Cr
+256.6% since Oct 2025
Fig. 1.The AUM of the schemes Ashish Agrawal ran at each month's end, each only in the months they ran it, ₹ crore. A scheme two people run counts in full for both. Source: AMFI.

Schemes over time(Sept 2024 – now)

  1. Arbitrage Fund
  2. Flexi Cap Fund
  3. Multi Asset Allocation Fund
  4. Mid Cap Fund
  5. Multi Cap Fund
  6. Large Mid Cap Fund
  7. Balanced Advantage Fund
  8. Special Opportunities Fund
  9. Large Cap Fund
  10. Pharma and Healthcare Fund
  11. Banking Financial Services Fund
  12. ELSS Tax Saver Fund
WhiteOak20252026
Fig. 1.The schemes they ran when, the oldest first: each from the date its fund house gives, or the first document listing them where it gives none, to when they left, coloured by fund house.

Schemes(Sept 2024 – now)

WhiteOak

20 now · since Sept 2024
  1. WhiteOak Capital Flexi Cap Fund
    ArbitrageJan 2025—1y 10m₹9,325 CrFlexi CapTER 0.82%
  2. WhiteOak Capital Arbitrage Fund
    Co-manager, equitySept 2024—2y 2m₹2,623 CrArbitrageTER 2.35%

Source.Each scheme's Scheme Summary Document at AMFI and its filings at NSE.

Performance(1 schemes)

Growth · Direct plans

Return as manager
+7.25%
Beat peers
1 of 1
vs peers
+0.34 pt
Longest run
2.1 years
Beat benchmark
Upcoming
Each scheme Ashish Agrawal ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.
WhiteOak Capital Arbitrage Fund
Sep '24–now · 2.1y
+7.25%+6.91%+0.34 pt––
Fig. 1.Each scheme Ashish Agrawal ran, against its peers and benchmark over the same months. Source: AMFI.

Works with(4 now)

  1. Piyush BaranwalFlexi Cap Fund · Multi Asset Allocation Fund · Mid Cap Fund · Multi Cap Fund · Arbitrage Fund · Large Mid Cap Fund · Balanced Advantage Fund · Special Opportunities Fund · Large Cap Fund · Pharma and Healthcare Fund · Banking Financial Services Fund · Aggressive Hybrid Fund · Quality Equity Fund · ELSS Tax Saver Fund · Digital Bharat Fund · Dividend Yield Fund · Balanced Hybrid Fund · Equity Savings Fund · Consumption Opportunities Fund · ESG Best In Class Strategy Fund20 schemes
  2. Ramesh MantriFlexi Cap Fund · Multi Asset Allocation Fund · Mid Cap Fund · Multi Cap Fund · Arbitrage Fund · Large Mid Cap Fund · Balanced Advantage Fund · Special Opportunities Fund · Large Cap Fund · Pharma and Healthcare Fund · Banking Financial Services Fund · Aggressive Hybrid Fund · Quality Equity Fund · ELSS Tax Saver Fund · Digital Bharat Fund · Dividend Yield Fund · Balanced Hybrid Fund · Equity Savings Fund · Consumption Opportunities Fund · ESG Best In Class Strategy Fund20 schemes
  3. Dheeresh PathakFlexi Cap Fund · Multi Asset Allocation Fund · Mid Cap Fund · Multi Cap Fund · Large Mid Cap Fund · Balanced Advantage Fund · Special Opportunities Fund · Large Cap Fund · Pharma and Healthcare Fund · Banking Financial Services Fund · Aggressive Hybrid Fund · Quality Equity Fund · ELSS Tax Saver Fund · Digital Bharat Fund · Dividend Yield Fund · Balanced Hybrid Fund · Equity Savings Fund · Consumption Opportunities Fund · ESG Best In Class Strategy Fund19 schemes
  4. Trupti AgrawalFlexi Cap Fund · Multi Asset Allocation Fund · Mid Cap Fund · Multi Cap Fund · Large Mid Cap Fund · Balanced Advantage Fund · Special Opportunities Fund · Large Cap Fund · Pharma and Healthcare Fund · Banking Financial Services Fund · Aggressive Hybrid Fund · Quality Equity Fund · ELSS Tax Saver Fund · Digital Bharat Fund · Dividend Yield Fund · Balanced Hybrid Fund · Equity Savings Fund · Consumption Opportunities Fund · ESG Best In Class Strategy Fund19 schemes