White Oak Capital Asset Management Limited forms a crucial component of White Oak Capital Group, a widely respected asset management conglomerate established by Mr Prashant Khemka, a distinguished investment expert boasting an outstanding track record spanning more than two decades.
The group maintains dedicated investment research teams stationed in India, Singapore, and Spain and also maintains sales and distribution offices in Switzerland, the United Arab Emirates, and the United Kingdom. The team leading the Asset Management Company (AMC) in India is composed of seasoned professionals with extensive backgrounds in the Financial Services sector, under the guidance of Mr Aashish P. Somaiyaa, the CEO, who brings over two decades of expertise in the asset management industry.
The AMC has established a widespread presence in more than 50 cities, offering a diverse selection of 9 funds to address the varied needs of investors. This basket includes 5 Equity funds, 2 Hybrid funds, and 2 Debt funds, catering to a wide spectrum of investor preferences.
White Oak Capital Mutual Fund manages an Asset Under Management (AUM) of ₹4,345 crore, as of August 2023, while maintaining a global client base. This clientele encompasses sovereign wealth funds, pension plans, and endowments, as well as individuals and family offices seeking to invest in the Indian market. Their investments are channelled through a combination of separately managed accounts and investment funds.
| Founding date | June 2017 |
| AMC Incorporation date | April 21, 2018 |
| Headquarters in | Mumbai |
| Name of the sponsors | GPL Finance and Investments Private Limited |
| Trustee organisation | WhiteOak Capital Trustee Limited |
| MD and CEO | Mr Aashish P Somaiya |
| Chief Investment Officer | Mr Ramesh Mantri |
| Compliance Officer | Mr Prannav Shah and Mr Vikas Pandya |
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Piyush Baranwal
Fund Manager since May 2019 (5 years)
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Mr. Baranwal has a B. Tech. in Electronics and Communication from Manipal Institute of Technology, Manipal, a CFA Charter, and a PGDBM in Finance from S.P.Jain Institute of Management and Research. Prior to joining WhiteOak Capital Asset Management, he worked at YES Mutual Fund, BOI AXA, Morgan Stanley Investment Management and Principal PNB AMC as an Associate- Fixed Income.
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Ramesh Mantri
Fund Manager since Aug 2024 (8 months)
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Ramesh Mantri is Chartered Financial Analyst and Chartered Accountant. He did his MBA at University of Delhi. He worked at Lodha & Co., CRISIL Ltd, Smith Management Advisory Services Pvt. Ltd, and Ashoka Capital Advisors LLP before joining WhiteOak Capital.
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Trupti Agrawal
Fund Manager since Jan 2024 (1 year)
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Trupti Agrawal, a Chartered Accountant and a Commerce graduate from Osmania University, is an Investment Analyst at WhiteOak Capital Mutual Fund. With 15 years of experience, she has worked at L&T Infrastructure Finance Co. Ltd. and Ernst & Young, and also ran her own ecommerce venture.
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Dheeresh Pathak
Fund Manager since May 2024 (11 months)
Investing in WhiteOak Capital Mutual Funds can be a straightforward process through your Angel One account. To get started, follow these easy steps:
Step 1: Log into your Angel One account. Enter your mobile number, validate the OTP (One Time Password), and then provide your MPIN.
Note: If you don’t already have an account with Angel One, it’s simple to open a Demat account in just a few minutes. You’ll need to submit the necessary documents for account setup.
Step 2: Determine which WhiteOak Capital Mutual Fund aligns with your financial goals and risk tolerance. You can access comprehensive information about each fund via the Angel One app. Factors to consider during this stage include:
Step 3: Once you’ve made your fund selections, access your Angel One account and navigate to the Mutual Funds section to locate the chosen fund. Given that this is potentially a long-term investment, exercise caution when selecting.
| Schemes | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) | Expense Ratio (%) |
| WhiteOak Capital Multi Asset Allocation Fund | Multi Asset Allocation | 1,289.01 | – | 17.34 | 0.61 |
| WhiteOak Capital Balanced Advantage Fund | Dynamic Asset Allocation | 1,327.52 | – | 9.48 | 0.53 |
| WhiteOak Capital Multi Cap Fund | Multi Cap Fund | 1,480.98 | – | 8.45 | 0.47 |
| WhiteOak Capital Large Cap Fund | Large Cap Fund | 698.13 | – | 8.01 | 0.66 |
| WhiteOak Capital Flexi Cap Fund | Flexi Cap Fund | 4,228.79 | – | 7.59 | 0.45 |
| WhiteOak Capital Mid Cap Fund | Mid Cap Fund | 2,657.43 | – | 7.54 | 0.44 |
| WhiteOak Capital Ultra Short Duration Fund | Ultra Short Duration Fund | 336.81 | 6.55 | 7.4 | 0.51 |
| WhiteOak Capital Liquid Fund | Liquid Fund | 319.63 | 6.49 | 7.31 | 0.2 |
| WhiteOak Capital Large & Mid Cap Fund | Large & Mid Cap Fund | 1,493.62 | – | 7.13 | 0.43 |
| WhiteOak Capital Special Opportunities Fund | Sectoral/Thematic | 727.54 | – | – | 0.61 |
Note: All data is as of February 27, 2025, and the selected funds have demonstrated the highest returns among WhiteOak Capital Mutual Funds over the past 1 year.
This fund follows a multi-asset allocation strategy, diversifying investments across equity, debt, and gold to balance risk and return. With an expense ratio of 0.61%, it aims to optimise asset allocation based on market conditions. The fund has delivered a 17.34% one-year return, making it a promising choice for investors looking for a diversified portfolio.
As a dynamic asset allocation fund, this scheme shifts between equities and debt based on market trends to maximise gains while minimising risks. It has an expense ratio of 0.53%, ensuring cost efficiency for investors. The one-year return stands at 9.48%, making it a stable option for those seeking a mix of growth and risk management.
This multi-cap fund invests across large, mid, and small-cap stocks to capture growth opportunities across market segments. With an expense ratio of 0.47%, it maintains a cost-effective structure. The fund has generated an 8.45% return over one year, making it an appealing option for investors seeking diversification within equities.
Focused on stable, blue-chip companies, this large-cap fund invests in established businesses with strong fundamentals. The expense ratio stands at 0.66%, slightly higher due to its focus on premium stocks. The fund has delivered an 8.01% one-year return, making it ideal for those seeking steady long-term growth.
With a flexible approach, this fund dynamically invests across market capitalisations, providing broad exposure to various segments. The expense ratio is 0.45%, ensuring cost efficiency. Its one-year return of 7.59% highlights its potential to generate steady growth across different market cycles.
Targeting mid-sized companies with high growth potential, this fund is designed for investors looking for aggressive long-term gains. It has an expense ratio of 0.44%, making it a low-cost option. The one-year return stands at 7.54%, reflecting its strong performance in the mid-cap segment.
As a low-risk debt fund, this scheme invests in short-term fixed-income instruments to provide liquidity and stability. With an expense ratio of 0.51%, it remains cost-effective. The 3-year CAGR of 6.55% and one-year return of 7.4% make it a suitable choice for conservative investors seeking steady income.
Designed for investors looking for high liquidity with minimal risk, this fund invests in short-term money market instruments. It carries an ultra-low expense ratio of 0.2%, ensuring cost efficiency. With a one-year return of 7.31% and a 3-year CAGR of 6.49%, it is an attractive choice for parking surplus funds.
Balancing large-cap stability with mid-cap growth, this fund offers a mix of reliability and high return potential. It has an expense ratio of 0.43%, making it cost-efficient. The one-year return of 7.13% highlights its ability to capture growth opportunities while maintaining relative stability.
A sectoral/thematic fund, this scheme invests in niche sectors or themes expected to outperform the broader market. With an expense ratio of 0.61%, it remains competitive. Although its one-year return is yet to show significant movement, it offers high growth potential for investors willing to take thematic exposure.
You can do this in three ways by visiting https://www.angelone.in/mutual-funds, the Angel One App or the AMC’s official website.
Getting the WhiteOak Capital Mutual Fund account statement is simple. Head to the Mutual Funds section in the Angel One App or visit https://www.angelone.in/mutual-funds. Alternatively, you can get the statement by visiting the AMC’s official website.
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