Archive · 24 Jun 2025
WhiteOak's Trupti Agrawal: Navigating the Indian Market
An expert from WhiteOak Capital talks about how to invest in the stock market.
They say it's important to spread your money around different investments to balance risk and reward.
They expect the market to grow, similar to India's economy.
The advice is to work with a financial advisor to decide how to invest.
They like businesses that are doing well and are affordable, especially in sectors like financials, consumer goods, and communication.
They also say that real estate stocks are doing well because people are buying more property.
Prudent asset allocation is key to optimizing long-term returns.
India's nominal GDP growth is expected to be low double digits.
WhiteOak's investment strategy focuses on great businesses at attractive valuations.
Key near-term challenges include geopolitical uncertainty and oil price spikes.
Strong sales and collection activity have driven the rally in real estate stocks.
- Who
- Trupti Agrawal, Fund Manager at WhiteOak Capital AMC.
- What
- Insights on building a mutual fund portfolio and the current market environment.
- When
- Current market environment and the outlook for FY26.
- Where
- India
- Why
- To share insights on market trends, investment strategies, and the performance of various sectors.
Market Challenges
Market Opportunities
Challenges and Opportunities
Market Challenges
Uncertainty related to evolving global geo-political situation, tariff-related uncertainty, sharp reversal in global markets and any spike in oil prices.
Market Opportunities
Domestic systemic liquidity position has eased significantly.
- Expert
- Trupti Agrawal, WhiteOak Capital AMC
- GDP Growth (FY25)
- 6.5%
- FY26 Earnings Growth Expectations
- 12%
- Investment Strategy
- Invest in great businesses at attractive valuations
- Top-Performing Funds
- Each scheme is in the top quartile in its category