Funds Managed by Trupti Agrawal
| Funds | AUM | Expense | |
|---|---|---|---|
| WhiteOak Capital Aggressive Hyb Reg Gr Hybrid Aggressive Hybrid Fund Very High Risk | - | 29.61% | - |
| WhiteOak Capital Balanced Advtg Reg Gr Hybrid Dynamic Asset Allocation or Balanced Advantage Very High Risk | ₹2,264.63 Cr | 2.27% | 1.43% |
| WhiteOak Capital Balanced Hybrid Reg Gr Hybrid Balanced Hybrid Fund Very High Risk | ₹295.21 Cr | 2.27% | 1.29% |
| WhiteOak Capital Bkg & Fincl Svcs Reg Gr Equity Sector - Financial Services Very High Risk | ₹652.6 Cr | 2.76% | 1.06% |
| WhiteOak Capital Consumption Opps Reg Gr Equity Sector - Consumption Very High Risk | ₹131.39 Cr | 2.75% | - |
| WhiteOak Capital Digital Bharat Reg Gr Equity Sector - Technology Very High Risk | ₹504.43 Cr | 3.21% | -3.27% |
| WhiteOak Capital Dividend Yld Reg Gr Equity Dividend Yield Fund Very High Risk | - | - | - |
| WhiteOak Capital ELSS Tax Saver RegGr Equity ELSS (Tax Savings) Very High Risk | ₹493.51 Cr | 2.59% | 0.22% |
| WhiteOak Capital Equity Savings Reg Gr Hybrid Equity Savings Moderate Risk | ₹269.31 Cr | 3.04% | 5.05% |
| WhiteOak Capital Flexi Cap Reg Gr Equity Flexi Cap Very High Risk | ₹9,136.29 Cr | 2.07% | 1.33% |
Frequently Asked Questions
What does a fund manager do?
A fund manager manages an investment fund by selecting securities, monitoring the market, managing risk, and making investment decisions to help achieve the fund’s objective.
How do I choose the right fund manager?
You can choose the right fund manager by checking their experience, investment style, past performance, consistency, risk management approach, and whether their strategy matches your financial goals.
What should I ask a fund manager before investing?
You should ask about their investment strategy, risk approach, portfolio composition, performance history, fee structure, and how they respond to changing market conditions.
How do fund managers select investments?
Fund managers select investments by analyzing companies, sectors, valuations, economic trends, risks, and opportunities that fit the fund’s overall strategy.
How do I evaluate a fund manager’s performance?
You can evaluate a fund manager’s performance by looking at long-term returns, benchmark comparison, consistency, downside protection, and risk-adjusted returns.
Does changing a fund manager affect a mutual fund?
Yes, changing a fund manager can affect a mutual fund because a new manager may follow a different investment style, risk level, or portfolio strategy.