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SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

SBI Small Cap Fund - Direct (G) vs WhiteOak Capital Multi Asset Allocation-Dir (G)

stock1

SBI Small Cap Fund - Direct (G)

3.68%

stock2

WhiteOak Capital Multi Asset Allocation-Dir (G)

13.31%

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About Fund

Citi Bank HDFC Bank Ltd. Stock Holding Corporation of India

Computer Age Management Services Pvt. Ltd Computronics Financial Services India Ltd Datamatics Financial Software Services Ltd

-

-

Very High Risk

5000

40156.66

2.36

206.0616

July 27, 2009

0

Very High Risk

500

7762.56

-

16.458

May 3, 2023

-

14.75 %

12.85 %

3.68 %

-

16.67 %

13.31 %

David Pezarkar

B.A. ( Econ), M.M.S. (Finance, NMIMS)

Daiwa Asset Management India Pvt. Ltd.(Previously Shinsei Asset Management (India)Pvt.Ltd (october 2008 to July 2013) Bajaj Allianz Life Insurance Co. Ltd.(June 2007 to October 2008) SBI Funds Management Private Limited (July 2006 to June 2007) Way2Wealth Securities Pvt. Ltd.(March 2006 - June 2006) UTI Mutual Fund (June 1994 - Feb 2006). He completed a full circle of investment experience; working in various roles in equity research, Fund management and as a dealer during his 12 years with UTI Mutual Fund. He has over 19 years of rich experience in equity research, fund management dealing.

R Srinivasan

M.Com., MFM from University of Bombay.

Prior to joining SBI he has worked with Principal PNB AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.

Vishal Mishra

B.Com, A.C.A.

Mr.Vishal Mishra has more than 10 years of experience in the areas of equity research and credit research. Presently he is associated with Daiwa Asset Managment p ltd for the past four years. His previous assignment was wth collins stewart india p ltd as Asst. Vice President Research. He was has also been associated with IL&FS investment Ltd, Crisil Ltd And Quantum Information Services Ltd.

Ramesh Mantri

MBA, CFA and CA

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

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