MFIC › Fund managers › Trupti Agrawal
Trupti Agrawal
Fund manager of 17 schemes tracked by MFIC at WhiteOak Capital Mutual Fund, according to the schemes' Summary Documents. Returns from AMFI NAVs as of 3 Oct 2026.
Schemes
17
Earliest start listed
11 Aug 2022
3Y CAGR above category median
7 of 7
AUM of these schemes
₹42,437 cr
Schemes managed one line per scheme · Regular plan where available
| Scheme | Category | Managing since | Tenure | 3Y CAGR | Category 3Y median | 5Y CAGR | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Aggressive Hybrid Fund WhiteOak Capital Mutual Fund · Regular | Aggressive Hybrid | 30 Jun 2026 | 0.3 y | n/a | 8.7% | n/a | 594 |
| WhiteOak Capital Balanced Advantage Fund WhiteOak Capital Mutual Fund · Regular | Balanced Advantage | 10 Feb 2023 | 3.6 y | 9.3% | 7.5% | n/a | 2,256 |
| WhiteOak Capital Balanced Hybrid Fund WhiteOak Capital Mutual Fund · Regular | Balanced Hybrid | 27 Oct 2023 | 2.9 y | n/a | 8.8% | n/a | 293 |
| WhiteOak Capital ELSS Tax Saver Fund WhiteOak Capital Mutual Fund · Regular | ELSS | 14 Oct 2022 | 4.0 y | 13.1% | 9.1% | n/a | 481 |
| WhiteOak Capital Equity Savings Fund WhiteOak Capital Mutual Fund · Regular | Equity Savings | 12 Mar 2025 | 1.6 y | n/a | 7.0% | n/a | 271 |
| WhiteOak Capital Flexi Cap Fund WhiteOak Capital Mutual Fund · Regular | Flexi Cap | 11 Aug 2022 | 4.1 y | 11.9% | 9.7% | n/a | 9,325 |
| WhiteOak Capital Large & Mid Cap Fund WhiteOak Capital Mutual Fund · Regular | Large & Mid Cap | 22 Dec 2023 | 2.8 y | n/a | 10.6% | n/a | 2,376 |
| WhiteOak Capital Large Cap Fund WhiteOak Capital Mutual Fund · Regular | Large Cap | 1 Dec 2022 | 3.8 y | 10.1% | 7.5% | n/a | 1,208 |
| WhiteOak Capital Mid Cap Fund WhiteOak Capital Mutual Fund · Regular | Mid Cap | 7 Sep 2022 | 4.1 y | 18.4% | 13.9% | n/a | 7,540 |
| WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital Mutual Fund · Regular | Multi Asset Allocation | 20 May 2025 | 1.4 y | 15.2% | 12.8% | n/a | 9,111 |
| WhiteOak Capital Multi Cap Fund WhiteOak Capital Mutual Fund · Regular | Multi Cap | 22 Sep 2023 | 3.0 y | 15.4% | 12.1% | n/a | 4,308 |
| WhiteOak Capital Banking & Financial Services Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 6 Feb 2024 | 2.7 y | n/a | 11.7% | n/a | 626 |
| WhiteOak Capital Consumption Opportunities Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 10 Feb 2026 | 0.6 y | n/a | 11.7% | n/a | 135 |
| WhiteOak Capital Digital Bharat Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 11 Oct 2024 | 2.0 y | n/a | 11.7% | n/a | 474 |
| WhiteOak Capital Pharma and Healthcare Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 20 May 2025 | 1.4 y | n/a | 11.7% | n/a | 927 |
| WhiteOak Capital Quality Equity Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 12 Mar 2025 | 1.6 y | n/a | 11.7% | n/a | 553 |
| WhiteOak Capital Special Opportunities Fund WhiteOak Capital Mutual Fund · Regular | Sectoral/Thematic | 4 Jun 2024 | 2.3 y | n/a | 11.7% | n/a | 1,959 |
Scheme returns cover the whole period shown, which may include years before this manager started; compare with the "Managing since" date. Most schemes have more than one listed manager, and results reflect the fund house's whole investment process, each scheme's mandate and market conditions. This page describes the past and is not a rating of the manager.
Questions
- Which mutual fund schemes does Trupti Agrawal manage?
- According to the schemes' Summary Documents, Trupti Agrawal is a listed fund manager of 17 schemes tracked by MFIC: WhiteOak Capital ELSS Tax Saver Fund, WhiteOak Capital Flexi Cap Fund, WhiteOak Capital Large & Mid Cap Fund, WhiteOak Capital Large Cap Fund, WhiteOak Capital Mid Cap Fund, WhiteOak Capital Multi Cap Fund, WhiteOak Capital Banking & Financial Services Fund, WhiteOak Capital Digital Bharat Fund, WhiteOak Capital Pharma and Healthcare Fund, WhiteOak Capital Consumption Opportunities Fund, WhiteOak Capital Quality Equity Fund, WhiteOak Capital Special Opportunities Fund and others.
- Since when has Trupti Agrawal managed these schemes?
- The earliest start date listed is 11 Aug 2022. Dates for each scheme are in the table on this page.
Data & disclosure. Fund manager names and start dates as stated in each scheme's Summary Document (SEBI format) published via AMFI; names are matched as written, so a person listed with different spellings may appear twice. Returns from AMFI NAVs, calculated by MFIC. Educational information, not investment advice. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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