WhiteOak Capital Arbitrage
What This Strategy Does
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession driven by tightening monetary policy could reduce arbitrage opportunities.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Captures pricing inefficiencies across asset classes through arbitrage strategies. This approach aims to generate consistent returns with low volatility by exploiting temporary mispricings between related securities. The impact is a steady income stream with minimal correlation to broader market movements.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Ramesh Mantri
Lead Portfolio Manager
Mr. Ramesh Mantri has experience of 24 years. Manages 58 funds at WhiteOak Capital Asset Management Limited with an AUM of approximately ₹11,159 Cr Holds a M.B.A. degree.
Piyush Baranwal
Co-Portfolio ManagerMr. Piyush Baranwal has experience of 19 years. Manages 92 funds at WhiteOak Capital Asset Management Limited with an AUM of approximately ₹11,733 Cr Holds a PGDBM degree.
CW Expert Take
WhiteOak Capital Arbitrage employs a market-neutral strategy to generate consistent returns with low volatility. Their investment process focuses on identifying and capitalizing on pricing inefficiencies across asset classes through rigorous quantitative analysis. The fund house maintains a disciplined risk management framework while actively managing positions to capture arbitrage opportunities.
62 years
Combined Team Experience
₹ 22,892 Cr
Assets Under Management
Firm Overview
Investment Philosophy & Approach
Disciplined Approach
WhiteOak Capital follows a disciplined investment approach focused on rigorous research.
Risk Management
The fund house emphasizes robust risk management through diversification and hedging.
Long-Term Perspective
WhiteOak Capital maintains a long-term perspective in its capital allocation decisions.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)