Holdings (0)
| Name | Sector | Instrument | Assets |
|---|
Returns and rankings
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund Returns | NA% | NA% | NA% | NA% |
| Category Average | -6.29% | 19.70% | 22.63% | NA% |
| Rank Within Category | NA% | NA% | NA% | NA% |
Expense ratio, exit load and tax
Expense ratio: 0.35%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 1 year.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within two years, returns are taxed as per your Income Tax slab. If you redeem after two years, returns are taxed at 12.5%.
Fund management
Education
PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience
Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Managed Schemes
WhiteOak Capital Flexi Cap Fund Direct Growth
WhiteOak Capital Mid Cap Fund Direct Growth
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
WhiteOak Capital Large Cap Fund Direct Growth
WhiteOak Capital Balanced Advantage Fund Direct Growth
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth
WhiteOak Capital Large & Mid Cap Fund Direct Growth
WhiteOak Capital Banking & Financial Services Fund Direct Growth
WhiteOak Capital Pharma and Healthcare Fund Direct Growth
WhiteOak Capital Special Opportunities Fund Direct Growth
WhiteOak Capital Arbitrage Fund Direct Growth
WhiteOak Capital Digital Bharat Fund Direct Growth
WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth
WhiteOak Capital Quality Equity Fund Direct Growth
WhiteOak Capital Equity Savings Fund Direct Growth
WhiteOak Capital Consumption Opportunities Fund Direct Growth
WhiteOak Capital Aggressive Hybrid Fund Direct Growth
WhiteOak Capital Dividend Yield Fund Direct Growth
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct Growth
Education
MBA (Finance)
Experience
Prior to joining WhiteOak Capital AMC, he was associated with LKP Securities Ltd.
Managed Schemes
Education
Mr. Patadia is MFM and B.E. (Computer Engg.), MBA in Financial Management
Experience
Prior to Joining WhiteOak Capital Asset Management Limited, he has worked with Edelweiss MUtual Fund IDFC Mutual Fund, Standard Chartered Securities as Fund Manager in PMS activities and Angel Broking Ltd. in Equity research.