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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 Low7.6%3₹500
WhiteOak Capital Liquid Fund
DebtLow to Moderate7.1%2₹517
WhiteOak Capital Quality Equity Fund
EquityVery HighNA--₹543
WhiteOak Capital ELSS Tax Saver Fund
EquityVery High9.9%--₹405
WhiteOak Capital Pharma and Healthcare Fund
EquityVery High26.9%--₹364
WhiteOak Capital Large Cap Fund
EquityVery High6.2%--₹981
WhiteOak Capital Balanced Advantage Fund
HybridVery High9.9%--₹1,654
WhiteOak Capital Arbitrage Fund
HybridLowNA--₹552
WhiteOak Capital Balanced Hybrid Fund
HybridVery High7.8%--₹195
WhiteOak Capital Banking & Financial Services Fund
EquityVery High15.8%--₹448
WhiteOak Capital Special Opportunities Fund
EquityVery High14.5%--₹1,041
WhiteOak Capital Mid Cap Fund
EquityVery High9.4%--₹3,454
WhiteOak Capital ELSS Tax Saver Fund
EquityVery High14.2%--₹382
WhiteOak Capital Multi Asset Allocation Fund
HybridHigh15.4%--₹2,585
WhiteOak Capital ESG Best-In-Class Strategy Fund
EquityVery HighNA--₹67
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 fund's annualized returns for the past 3 years & 5 years has been around 7.13% & 5.96%. 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₹500Cr
1Y Returns7.6%

WhiteOak Capital Liquid Fund Direct Growth

Fund Performance: The fund's annualized returns for the past 3 years & 5 years has been around 6.92% & 5.4%. 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₹517Cr
1Y Returns7.1%

WhiteOak Capital Quality Equity Fund Direct Growth

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

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

Min Investment Amt₹500
AUM₹543Cr
1Y ReturnsNA

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₹405Cr
1Y Returns9.9%

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₹364Cr
1Y Returns26.9%

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₹981Cr
1Y Returns6.2%

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₹1,654Cr
1Y Returns9.9%

WhiteOak Capital Arbitrage Fund Direct Growth

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₹552Cr
1Y ReturnsNA

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₹195Cr
1Y Returns7.8%

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₹448Cr
1Y Returns15.8%

WhiteOak Capital Special Opportunities Fund Direct Growth

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₹1,041Cr
1Y Returns14.5%

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₹3,454Cr
1Y Returns9.4%

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₹382Cr
1Y Returns14.2%

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₹2,585Cr
1Y Returns15.4%

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth

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₹67Cr
1Y ReturnsNA

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