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 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.
| Mutual fund name | WhiteOak Capital Mutual Fund |
| Asset management company name | WhiteOak Capital Asset Management Limited |
| AMC Setup Date | Jul 3, 2018 |
| AMC Incorporation Date | April 21, 2017 |
| Sponsor name | GPL Finance and Investments Private Limited |
| Trustee organisation | WhiteOak Capital Trustee Limited |
| CIO | Mr. Ramesh Mantri |
| MD and CEO | Mr. Aashish P Somaiyaa |
| Compliance Officer | Mr. Prannav Shah, Mr. Vikas Pandya |
| Investor Service Officer | Ms. Vasudha Shah |
— 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.
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.
Now let us jump and check about these top 15 mutual fund schemes.
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 Returns | 7.6% |
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 Returns | 7.1% |
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 Returns | NA |
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 Returns | 9.9% |
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 Returns | 26.9% |
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 Returns | 6.2% |
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 Returns | 9.9% |
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 Returns | NA |
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 Returns | 7.8% |
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 Returns | 15.8% |
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 Returns | 14.5% |
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 Returns | 9.4% |
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 Returns | 14.2% |
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 Returns | 15.4% |
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 Returns | NA |
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