Fundalysisby DARKHORSESTOCKS

Fund manager · WhiteOak

Bhavin Patadia

Fund Manager & Dealer at WhiteOak. Runs no scheme today.

  • Fund house

    WhiteOakThey run their schemes at WhiteOak.

  • AUM they run

    None today

  • Schemes

    0 now · 14 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2024. On 2 more schemes for a slice of it: overseas, gold or arbitrage.

  • Experience

    17 years17

Profile(WhiteOak's SAI, 30 Jun 2026)

About

Role
Fund Manager & Dealer
Studied
MBA in Financial Management
Age
43 years
Experience
17

Schemes now2

  1. WhiteOak Capital Arbitrage Fund₹2,623 Cr
  2. WhiteOak Capital Equity Savings Fund₹271 Cr

Schemes over time(Nov 2024 – now)

  1. Arbitrage Fund
  2. Multi Cap Fund
  3. Mid Cap Fund
  4. Large Cap Fund
  5. Multi Asset Allocation Fund
  6. Balanced Hybrid Fund
  7. Digital Bharat Fund
  8. Large Mid Cap Fund
  9. ESG Best In Class Strategy Fund
  10. Flexi Cap Fund
  11. ELSS Tax Saver Fund
  12. Balanced Advantage 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(Nov 2024 – now)

WhiteOak

2 now · since Nov 2024
  1. WhiteOak Capital Arbitrage Fund
    ArbitrageNov 2024—2y₹2,623 CrArbitrageTER 2.35%

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

Works with(5 now)

  1. Piyush BaranwalArbitrage Fund · Equity Savings Fund2 schemes
  2. Ramesh MantriArbitrage Fund · Equity Savings Fund2 schemes
  3. Ashish AgrawalArbitrage Fund1 scheme
  4. Dheeresh PathakEquity Savings Fund1 scheme
  5. Trupti AgrawalEquity Savings Fund1 scheme