The chief investment officer at WhiteOak Capital Mutual Fund manages around Rs 8,600 crore of investor money across 11 schemes (equity and hybrid).
Among these funds, WhiteOak Capital Mid Cap Fund and WhiteOak Capital ELSS Tax Saver rank eighth in their respective categories in the last 12 months.
How do you earn outsized returns? Mr Mantri suggests that it lies in having a combination of a great business and attractive valuations.
It’s a business that a) generates superior returns over incremental capital, b) possesses great growth potential and c) carries a great record executing their plans.
He finds opportunities lie in the banking and financial services sector, and its valuations are attractive.
Pharmaceuticals and chemicals have gone through a fair amount of correction. He finds their valuations more reasonable now.
Valuations need to dip by 10-15% for the fund house’s investable universe to expand. He feels a time and price correction is essential for it to be attractive and ripe for picking.