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.
The company operates on the below-mentioned principles:
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.
| Fund Name | Category | Risk | NAV | Expense Ratio | 1Y Returns | 3Y Returns | 5Y Returns | 7Y Returns | 10Y Returns | Rating | Fund Size (in Cr) | Exit Load |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund | Equity | Very High | 21.69 | 0.89 | 20.8% | 27.9% | -- | -- | -- | 5 | ₹4,490 | - |
WhiteOak Capital Multi Asset Allocation Fund | Hybrid | High | 16.10 | 0.35 | 14.8% | -- | -- | -- | -- | -- | ₹6,612 | - |
WhiteOak Capital Flexi Cap Fund | Equity | Very High | 18.02 | 0.94 | 7.4% | 18.9% | -- | -- | -- | 4 | ₹6,890 | - |
WhiteOak Capital Pharma and Healthcare Fund | Equity | Very High | 15.67 | 2.42 | 21.8% | -- | -- | -- | -- | -- | ₹556 | - |
WhiteOak Capital Large Cap Fund | Equity | Very High | 15.23 | 1.13 | 4.5% | 16.1% | -- | -- | -- | 5 | ₹1,045 | - |
WhiteOak Capital Multi Cap Fund | Equity | Very High | 15.84 | 0.95 | 13.2% | -- | -- | -- | -- | -- | ₹2,934 | - |
WhiteOak Capital Special Opportunities Fund | Equity | Very High | 13.78 | 1.26 | 15.6% | -- | -- | -- | -- | -- | ₹1,313 | - |
WhiteOak Capital Large & Mid Cap Fund | Equity | Very High | 13.71 | 0.8 | 11.3% | -- | -- | -- | -- | -- | ₹1,937 | - |
WhiteOak Capital Digital Bharat Fund | Equity | Very High | 9.28 | 1.16 | -0.7% | -- | -- | -- | -- | -- | ₹363 | - |
WhiteOak Capital ELSS Tax Saver Fund | Equity | Very High | 18.02 | 0.94 | 6.7% | 20.1% | -- | -- | -- | 5 | ₹402 | - |
WhiteOak Capital Equity Savings Fund | Hybrid | Moderate | 11.40 | 0.9 | 10.1% | -- | -- | -- | -- | -- | ₹228 | - |
WhiteOak Capital Balanced Advantage Fund | Hybrid | Very High | 14.95 | 0.65 | 5.1% | 13.2% | -- | -- | -- | 4 | ₹2,004 | - |
WhiteOak Capital Balanced Hybrid Fund | Hybrid | Very High | 13.37 | 0.72 | 5.8% | -- | -- | -- | -- | -- | ₹259 | - |
WhiteOak Capital ESG Best-In-Class Strategy Fund | Equity | Very High | 10.03 | 0.85 | 0.3% | -- | -- | -- | -- | -- | ₹48 | - |
WhiteOak Capital Arbitrage Fund | Hybrid | Low | 11.25 | 2.03 | 6.9% | -- | -- | -- | -- | -- | ₹1,009 | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. See more |
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| Mutual fund name | WhiteOak Capital Mutual Fund |
| Asset management company name | WhiteOak Capital Mutual Fund |
| AMC Setup Date | 03 Jul 2018 |
| AMC Incorporation Date | 03 Jul 2018 |
| Sponsor name | GPL Finance and Investments Private Limited |
| Trustee organisation | WhiteOak Capital Trustee Limited |
| CIO | Ramesh Mantri(Chief Investment Officer) |
| MD | Mr. Aashish P Somaiyaa |
| CEO | Aashish P Somaiyaa(Chief Executive Officer) |
| Compliance Officer | Mr. Prannav Shah, Mr. Vikas Pandya |
| Investor Service Officer | Ms. Vasudha Shah |
| Total AUM (as of end of last quarter) | ₹32,442.06Cr |
| Address | Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025 |
— Registered with SEBI, AMFI & BSE
— Paperless sign up on web & app
— Expert recommendations
— ZERO fees !
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:
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
- 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.
Now let us jump and check about these top 15 mutual fund schemes.
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 | ₹4,490Cr |
| 1Y Returns | 20.8% |
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 | ₹6,612Cr |
| 1Y Returns | 14.8% |
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 | ₹6,890Cr |
| 1Y Returns | 7.4% |
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 | ₹556Cr |
| 1Y Returns | 21.8% |
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 | ₹1,045Cr |
| 1Y Returns | 4.5% |
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 | ₹2,934Cr |
| 1Y Returns | 13.2% |
Fund Performance: The WhiteOak Capital Special Opportunities Fund comes under the Equity category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Special Opportunities Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,313Cr |
| 1Y Returns | 15.6% |
Fund Performance: The WhiteOak Capital Large & Mid Cap Fund comes under the Equity category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Large & Mid Cap Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,937Cr |
| 1Y Returns | 11.3% |
Fund Performance: The WhiteOak Capital Digital Bharat Fund comes under the Equity category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Digital Bharat Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹363Cr |
| 1Y Returns | -0.7% |
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 | ₹402Cr |
| 1Y Returns | 6.7% |
Fund Performance: The WhiteOak Capital Equity Savings Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Equity Savings Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹228Cr |
| 1Y Returns | 10.1% |
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 | ₹2,004Cr |
| 1Y Returns | 5.1% |
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 | ₹259Cr |
| 1Y Returns | 5.8% |
Fund Performance: The WhiteOak Capital ESG Best-In-Class Strategy Fund comes under the Equity category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital ESG Best-In-Class Strategy Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹48Cr |
| 1Y Returns | 0.3% |
Fund Performance: The WhiteOak Capital Arbitrage Fund comes under the Hybrid category of WhiteOak Capital Mutual Funds.
Minimum Investment Amount: Lump sum minimum amount for WhiteOak Capital Arbitrage Fund is ₹500 and for SIP, it is ₹100.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹1,009Cr |
| 1Y Returns | 6.9% |
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