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WhiteOak Mutual Funds

Mr. Prashant Khemka founded White Oak AMC, an investment management and advisory firm, in June 2017 with the goal of creating a performance-driven organization with a strong investment culture. White Oak has received some of the greatest Foreign Portfolio Investment inflows into India over the previous three years, with operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland. White Oak group entities have a combined AUM of Rs 8794.84 Cr (as of March 31, 2024), with a global client base that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices investing in India through a combination of separately managed accounts and investment funds.

The company operates on the below-mentioned principles:

  • White Oak offers a strong performance-first mentality that is centered on a straightforward stock selection process and sound risk management.
  • The team keeps a balanced portfolio to guarantee that alpha production is captured by stock selection abilities while consciously eschewing market timing, sector rotation, and other top-down macro bets, which contribute little or no value.

White Oak has research teams in India and Singapore, as well as sales and distribution centers in Switzerland and the United Kingdom. Prashant Khemka, the former CIO of Goldman Sachs Asset Management's India Equity and Global Emerging Markets Equity businesses, launched White Oak Capital.

List of WhiteOak Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
WhiteOak Capital Ultra Short Duration Fund
DebtModerately Low7.2%3₹298
WhiteOak Capital Ultra Duration Term Fund
DebtModerately Low7.1%3₹298
WhiteOak Capital Ultra Short Term Fund
DebtModerately Low7.1%3₹298
WhiteOak Capital Liquid Fund
DebtLow to Moderate7.2%2₹252
WhiteOak Capital Overnight Fund
DebtLow4.5%1₹14
WhiteOak Capital Pharma and Healthcare Fund
EquityVery HighNA--₹112
WhiteOak Capital Large Cap Fund
EquityVery High38.4%--₹481
WhiteOak Capital Mid Cap Fund
EquityVery High54.5%--₹1,813
WhiteOak Capital Balanced Advantage Fund
HybridVery High24.4%--₹955
WhiteOak Capital Balanced Hybrid Fund
HybridVery HighNA--₹108
WhiteOak Capital Banking & Financial Services Fund
EquityVery HighNA--₹165
WhiteOak Capital Flexi Cap Fund
EquityVery High41.6%--₹3,452
WhiteOak Capital ELSS Tax Saver Fund
EquityVery High45.3%--₹212
WhiteOak Capital Multi Asset Allocation Fund
HybridHigh20.7%--₹460
WhiteOak Capital Multi Cap Fund
EquityVery HighNA--₹867
View All

Key information about WhiteOak Capital Asset Management Limited

Mutual fund nameWhiteOak Capital Mutual Fund
Asset management company nameWhiteOak Capital Asset Management Limited
AMC Setup DateJul 3, 2018
AMC Incorporation DateApril 21, 2017
Sponsor nameGPL Finance and Investments Private Limited
Trustee organisationWhiteOak Capital Trustee Limited
CIOMr. Ramesh Mantri
MD and CEOMr. Aashish P Somaiyaa
Compliance OfficerMr. Prannav Shah, Mr. Vikas Pandya
Investor Service OfficerMs. Vasudha Shah

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How to Invest in WhiteOak Mutual Funds

The basic benefit of investing in mutual funds is the exposure to various shares of fixed income tools. There are several methods of investing in a White Oak Fund, and they are:

  1. Offline Method - It is the traditional method of investing in a mutual fund, and it enlists the help of sub-brokers, agents, and consultants to help the investor choose the right plan. A mutual fund offline application form is available to form a White Oak portfolio.

The following are the requirements for investing in a mutual fund scheme:

- Bank Account - it needs to be in your name with MICR and IFSC details.

- KYC Compliance

- PAN Card

  1. Online Method - You can invest in mutual funds online with most mutual fund companies. You could either have the chance to invest through Whiteoak Capital Mutual Funds' official portal and application. All you need to accomplish now is to follow the instructions below:

- To complete the procedure, KYC documents might be used. 

- The provided information will be checked and verified.

- You can place orders and buy funds after this.

However, you could also invest in White Oak Mutual Funds through Groww.

Top Fund Managers

  1. Mr. Piyush Baranwal

Mr. Baranwal is a fixed income professional who has a great track record of managing various fixed income funds in the Indian market for over thirteen years. He earned a PGDBM in Finance and a CFA from the S.P.Jain Institute of Management and Research. Prior to joining White Oak Capital Mutual Fund, he worked as a Fixed Income Dealer with BOI AXA, Morgan Stanley Investment Management (Jan 2011-June 2014), and Principal Pnb AMC (May, 2008-Jan, 2011).

Some of the funds he manages are White Oak Capital Liquid Fund Direct-Growth, White Oak Capital Liquid Fund Direct-IDCW Daily Reinvestment, and more.

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

WhiteOak Capital Ultra Short Duration Fund Direct Growth

Fund Performance: The WhiteOak Capital Ultra Short Duration Fund comes under the Debt category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Ultra Short Duration Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹298Cr
1Y Returns7.2%

WhiteOak Capital Ultra Duration Term Fund Direct Growth

Fund Performance: The WhiteOak Capital Ultra Duration Term Fund comes under the Debt category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Ultra Duration Term Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹298Cr
1Y Returns7.1%

WhiteOak Capital Ultra Short Term Fund Direct Growth

Fund Performance: The WhiteOak Capital Ultra Short Term Fund comes under the Debt category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Ultra Short Term Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹298Cr
1Y Returns7.1%

WhiteOak Capital Liquid Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 5.43% & 4.99%. The WhiteOak Capital Liquid Fund comes under the Debt category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Liquid Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹252Cr
1Y Returns7.2%

WhiteOak Capital Overnight Fund Direct Growth

Fund Performance: The WhiteOak Capital Overnight Fund comes under the Debt category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Overnight Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹14Cr
1Y Returns4.5%

WhiteOak Capital Pharma and Healthcare Fund Direct Growth

Fund Performance: The WhiteOak Capital Pharma and Healthcare Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Pharma and Healthcare Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹112Cr
1Y ReturnsNA

WhiteOak Capital Large Cap Fund Direct Growth

Fund Performance: The WhiteOak Capital Large Cap Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Large Cap Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹481Cr
1Y Returns38.4%

WhiteOak Capital Mid Cap Fund Direct Growth

Fund Performance: The WhiteOak Capital Mid Cap Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Mid Cap Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹1,813Cr
1Y Returns54.5%

WhiteOak Capital Balanced Advantage Fund Direct Growth

Fund Performance: The WhiteOak Capital Balanced Advantage Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Balanced Advantage Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹955Cr
1Y Returns24.4%

WhiteOak Capital Balanced Hybrid Fund Direct Growth

Fund Performance: The WhiteOak Capital Balanced Hybrid Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Balanced Hybrid Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹108Cr
1Y ReturnsNA

WhiteOak Capital Banking & Financial Services Fund Direct Growth

Fund Performance: The WhiteOak Capital Banking & Financial Services Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Banking & Financial Services Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹165Cr
1Y ReturnsNA

WhiteOak Capital Flexi Cap Fund Direct Growth

Fund Performance: The WhiteOak Capital Flexi Cap Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Flexi Cap Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹3,452Cr
1Y Returns41.6%

WhiteOak Capital ELSS Tax Saver Fund Direct Growth

Fund Performance: The WhiteOak Capital ELSS Tax Saver Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital ELSS Tax Saver Fund is ₹500 and for SIP, it is ₹500.

Min Investment Amt₹500
AUM₹212Cr
1Y Returns45.3%

WhiteOak Capital Multi Asset Allocation Fund Direct Growth

Fund Performance: The WhiteOak Capital Multi Asset Allocation Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Multi Asset Allocation Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹460Cr
1Y Returns20.7%

WhiteOak Capital Multi Cap Fund Direct Growth

Fund Performance: The WhiteOak Capital Multi Cap Fund comes under the Equity category of WhiteOak Capital Mutual Funds.

Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Multi Cap Fund is ₹500 and for SIP, it is ₹100.

Min Investment Amt₹500
AUM₹867Cr
1Y ReturnsNA

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