Trupti Agarwal
Fund Manager for Overseas Investments at WhiteOak Capital
Trupti Agarwal is named on 19 schemes at WhiteOak Capital, managing there since 11 Aug 2022. Of the 7 ranked with a three-year record, 3-year CAGR runs from 20.6% (WhiteOak Capital Mid Cap Fund - Direct Plan - Growth Option) down to 11.2% (WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth Option), across Mid Cap Fund, Multi Cap Fund, Multi Asset Allocation and 4 more categories. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from WhiteOak Capital's SEBI filings.
Background
- Qualifications
- B.Com, CA Fund
- Experience
- Over 16 years of experience.: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till date) 2. WhiteOak Capital (July 2017 – December 20, 2021) 3. Khoob Saree (December 2015 - March 2017)
Funds Trupti Agarwal manages
7Named on 19 schemes; the 7 with a three-year record are ranked by 3Y CAGR. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | WhiteOak Capital Mid Cap Fund | ★★★★★ | +10.6% | +20.6% | — | 0.93% | ₹5,514Cr |
| 2 | WhiteOak Capital Multi Cap Fund | ★★★★☆ | +4.5% | +17.5% | — | 0.88% | ₹3,513Cr |
| 3 | WhiteOak Capital Multi Asset Allocation Fund | ★★★★☆ | +9.2% | +16.5% | — | 0.65% | ₹7,308Cr |
| 4 | WhiteOak Capital ELSS Tax Saver Fund | ★★★★★ | +1.4% | +15.2% | — | 0.86% | ₹453.00Cr |
| 5 | WhiteOak Capital Flexi Cap Fund | ★★★★★ | +1.2% | +13.7% | — | 0.82% | ₹8,018Cr |
| 6 | WhiteOak Capital Large Cap Fund | ★★★★★ | -3.3% | +12.2% | — | 0.92% | ₹1,167Cr |
| 7 | WhiteOak Capital Balanced Advantage Fund | ★★★★☆ | +1.9% | +11.2% | — | 0.83% | ₹2,152Cr |
NAV data as of 05 Oct 2026. Role, qualifications and tenure are disclosures from WhiteOak Capital’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.