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WhiteOak Capital Mutual Fund

AUM
₹29,798.27 cr.
No. of Schemes
30
AMC Age
8Yrs
Known for its seasoned professionals, White Oak Capital Asset Management Limited operates in over 50 cities and caters to a diverse range of investor Known for its seasoned professionals, White Oak Capital Asset Management Limited operates in over 50 cities and caters to a diverse range of investor needs. It serves a global clientele including sovereign wealth funds, pension plans, and individual investors. The AMC focuses on transparency and risk-adjusted returns, adopting a holistic investment approach.Read More

List of Top WhiteOak Capital Mutual Fund Schemes

Fund Name
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Expenses Ratio
1y Return
3Y Returns
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Fund Size (in Cr)

About White Oak Mutual Fund

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.

WhiteOak Capital Mutual Funds Key Information

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

WhiteOak Capital Mutual Fund Managers

RM

Ramesh Mantri

Fund Manager since Aug 2023 (3 years)

DP

Dheeresh Pathak

Fund Manager since Jul 2024 (2 years)

TA

Trupti Agrawal

Fund Manager since Mar 2024 (2 years)

PB

Piyush Baranwal

Fund Manager since Aug 2023 (3 years)

How to Invest in WhiteOak Capital Mutual Fund via Angel One?

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:

  • Search for the specific fund you wish to invest in or consult the curated list of funds available on Angel One, spanning various categories.
  • Evaluate the fund's historical performance, tax implications, and its investments in sectors and companies. Additionally, you can use the provided calculator to estimate potential returns.
  • Assess the fund's risk level and ensure it matches your own risk tolerance.
  • Take into account the fund's ratings as provided by well-regarded rating agencies, typically on a scale from 1 to 5.
  • Consider the fund's expense ratio to gauge the cost associated with your investment.

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.

  • Decide whether you prefer to invest through a Systematic Investment Plan (SIP) or make a lump-sum investment.
  • Choose your monthly SIP date and specify the amount you intend to invest, selecting your preferred payment method, preferably UPI or net banking.
  • If you opt for SIP, set up an AutoPay for seamless future instalments.

Top 10 WhiteOak Capital Mutual Funds to Invest

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.

  • WhiteOak Capital Multi Asset Allocation Fund 

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.

  • WhiteOak Capital Balanced Advantage Fund 

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.

  • WhiteOak Capital Multi Cap Fund 

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.

  • WhiteOak Capital Large Cap Fund 

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.

  • WhiteOak Capital Flexi Cap Fund 

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.

  • WhiteOak Capital Mid Cap Fund 

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.

  • WhiteOak Capital Ultra Short Duration Fund 

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.

  • WhiteOak Capital Liquid Fund 

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.

  • WhiteOak Capital Large and Mid Cap Fund 

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.

  • WhiteOak Capital Special Opportunities Fund 

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.

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WhiteOak Capital Mutual Fund FAQs

WhiteOak Capital Mutual Fund is one of the emerging in India, marking its position in the market. Evaluating the funds based on other factors such as risk, volatility, fund manager’s experience, and your own return expectations and risk tolerance can help you choose the best fund suited for your terms.
You can start investing in WhiteOak Capital SIP online in several ways. One of them is through AMC’s official website. But for a seamless experience, you can do it via Angel One.
For online investments, you can redeem your units in three ways. First, via the Angel One App under the Mutual Funds section. Second, by visiting https://www.angelone.in/mutual-funds. Finally, you can also redeem your WhiteOak Capital Mutual Fund units by visiting the AMC's website.
It takes T+2 working days to redeem WhiteOak Capital Mutual Fund units. On Angel One, you can see the tentative date of the transaction, which helps in planning your finances well.
Redemption charges depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

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.

Not all schemes are tax-free. As with any other ELSS, the one offered by WhiteOak Capital MF also comes with tax benefits. By investing in WhiteOak Capital MF ELSS Funds, you can claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year.
The best WhiteOak Capital Mutual Fund depends on various factors personal to you (risk tolerance and return expectation), and regarding the fund’s performance (volatility, returns, risk, AUM, tracking error, and expense ratio). Choose a fund only after evaluating it based on the above factors. Also, take a look at the fund’s historical performance and how experienced the fund manager is.
  1. Type of the fund debt fund or equity fund
  2. Holding period short term or long term. Note that the definition of short and long-term depends on the type of fund
  3. Total capital gains on selling the fund
  4. Dividends received
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