Fund manager · WhiteOak

Dheeresh Pathak

Fund Manager – Equity at WhiteOak. Runs 19 schemes worth ₹42,904 Cr.

Fund house
WhiteOakThey run their schemes at WhiteOak.
AUM they run
₹42,904 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
19 now · 0 beforeSchemes they run now, as main or co-manager, and ones they ran before, since Oct 2024.
Experience
17 years17

Profile^{(WhiteOak's SAI, 30 Jun 2026)}

About

Role: Fund Manager – Equity
Studied: Post Graduate Diploma in
Age: 44 years
Experience: 17

Schemes now19

WhiteOak Capital Flexi Cap Fund₹9,325 Cr
WhiteOak Capital Multi Asset Allocation Fund₹9,111 Cr
WhiteOak Capital Mid Cap Fund₹7,540 Cr
WhiteOak Capital Multi Cap Fund₹4,308 Cr
WhiteOak Capital Large Mid Cap Fund₹2,376 Cr
WhiteOak Capital Balanced Advantage Fund₹2,256 Cr
and 13 more, all below

AUM they run^{(Apr 2024 – Sept 2026)}

AUM at month end each month, and its change on the month before
12 months	₹ Cr	Change
Sept 2026	42,904	+0.2%
Aug 2026	42,811	+6.2%
Jul 2026	40,309	+7.6%
Jun 2026	37,456	+5.4%
May 2026	35,553	+4.2%
Apr 2026	34,109	+12.8%
Mar 2026	30,242	−4.6%
Feb 2026	31,694	+3.8%
Jan 2026	30,543	+1.8%
Dec 2025	30,013	+4.0%
Nov 2025	28,848	+6.5%
Oct 2025	27,085	+9.1%

AUM at month end, Sept 2026

₹42,904

+58.4% since Oct 2025

Fig. 1.The AUM of the schemes Dheeresh Pathak 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^{(Feb 2024 – now)}

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^{(Feb 2024 – now)}

WhiteOak

19 now · since Feb 2024

WhiteOak Capital Flexi Cap Fund
Co-manager, equityApr 2024—2y 7m₹9,325 CrFlexi CapTER 0.82%

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

Performance^{(19 schemes)}

Growth · Direct plans

Return as manager: +9.73%
Beat peers: 12 of 16
vs peers: +2.96 pt
Longest run: 2.7 years
Beat benchmark: Upcoming

Each scheme Dheeresh Pathak ran, against its peers and benchmark over the same months. Source: AMFI. Click a column's header to sort by it.

WhiteOak Capital Pharma and Healthcare Fund	Feb '24–now · 2.7y	+21.51%	+10.27%	+11.24 pt	–	–
WhiteOak Capital Multi Cap Fund	Apr '24–now · 2.5y	+12.28%	+7.77%	+4.51 pt	–	–
WhiteOak Capital Mid Cap Fund	Apr '24–now · 2.5y	+15.87%	+10.09%	+5.77 pt	–	–
WhiteOak Capital Large Cap Fund	Apr '24–now · 2.5y	+6.16%	+3.17%	+2.99 pt	–	–
WhiteOak Capital Multi Asset Allocation Fund	Apr '24–now · 2.5y	+14.88%	+11.91%	+2.97 pt	–	–
WhiteOak Capital Balanced Hybrid Fund	Apr '24–now · 2.5y	+7.93%	+8.45%	−0.52 pt	–	–
WhiteOak Capital Large Mid Cap Fund	Apr '24–now · 2.5y	+9.21%	+6.45%	+2.76 pt	–	–
WhiteOak Capital Banking Financial Services Fund	Apr '24–now · 2.5y	+10.88%	+10.68%	+0.20 pt	–	–
WhiteOak Capital Flexi Cap Fund	Apr '24–now · 2.5y	+8.98%	+7.01%	+1.97 pt	–	–
WhiteOak Capital ELSS Tax Saver Fund	Apr '24–now · 2.5y	+10.25%	+5.28%	+4.97 pt	–	–
WhiteOak Capital Balanced Advantage Fund	Apr '24–now · 2.5y	+8.27%	+5.32%	+2.95 pt	–	–
WhiteOak Capital Special Opportunities Fund	Jun '24–now · 2.4y	+16.03%	+6.93%	+9.10 pt	–	–
WhiteOak Capital Digital Bharat Fund	Oct '24–now · 2.0y	−0.18%	+3.99%	−4.18 pt	–	–
WhiteOak Capital ESG Best In Class Strategy Fund	Oct '24–now · 1.9y	−0.81%	+2.25%	−3.05 pt	–	–
WhiteOak Capital Quality Equity Fund	Jan '25–now · 1.7y	−0.82%	+6.98%	−7.80 pt	–	–
WhiteOak Capital Equity Savings Fund	Mar '25–now · 1.6y	+10.40%	+6.71%	+3.69 pt	–	–
WhiteOak Capital Consumption Opportunities Fund	Feb '26–now · 0.7y	−0.90%	−0.32%	−0.58 pt	–	–
WhiteOak Capital Aggressive Hybrid Fund	Jul '26–now · 0.3y	+0.26%	−2.89%	+3.14 pt	–	–
WhiteOak Capital Dividend Yield Fund	Aug '26–now · 0.1y	−0.33%	−7.07%	+6.74 pt	–	–

Fig. 1.Each scheme Dheeresh Pathak ran, against its peers and benchmark over the same months. Source: AMFI.

Works with^{(3 now)}

Piyush BaranwalFlexi 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
Ramesh MantriFlexi 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
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