WhiteOak Capital Mutual Fund
WhiteOak AMC began in June 2017. Mr Prashant Khemka created it. He aimed to establish a company that delivers good returns and adheres to a robust investment culture.
WhiteOak operates in India, Singapore, Mauritius, the UK, and Switzerland today. The group has an AUM of approximately 8794.84 Crore (as of March 31, 2024). Clients are pension plans, endowments, family offices, and numerous individuals.
The company stands by:
A solid emphasis on performance.
Selecting good stocks by doing research.
Not going for market timing or gambling bets.
Maintaining a balanced portfolio.
WhiteOak has research teams in Singapore and India. It has sales offices both in Switzerland and the UK.
Key information about WhiteOak Capital Asset Management Limited
Mutual Fund name | WhiteOak Mutual Fund |
Asset Management Company Name | WhiteOak Capital Asset Management Limited |
AMC Setup Date | 3rd July, 2018 |
AMC Incorporation Date | 21st April, 2017 |
Sponsor name | GPL Finance & Investments Private Limited |
Trustee organisation | WhiteOak Capital Trustee Limited |
CIO | Mr. Ramesh Mantri |
MD and CEO | Mr. Aashish P Somaiyaa |
Compliance Officer | Mr. Pannav Shah, Mr. Vikash Pandya |
Investor Service Officer | Ms. Vasudha Shah |
How to Invest in WhiteOak Mutual Funds
There are two primary ways to invest:
1. Offline Method
Seek assistance from sub-brokers, agents, or consultants.
Fill out the mutual fund form.
Submit documents.
Requirements:
Bank account with MICR & IFSC.
Compliance with KYC.
PAN card.
2. Online Method
Visit the WhiteOak Capital official website or app.
Provide KYC documents.
The details get verified and cross-checked.
You can then purchase funds or initiate SIP.
Top Fund Manager
Mr. Piyush Baranwal is one of the key fund managers. He has 13+ years of experience in the Indian market. He graduated from S.P. Jain Institute of Management and Research and is a CFA. He previously worked at BOI AXA, Morgan Stanley, and Principal PNB AMC.
He manages:
WhiteOak Capital Liquid Fund Direct Growth.
WhiteOak Capital Liquid Fund Direct IDCW Daily Reinvestment.
And many more.
Popular WhiteOak Mutual Fund Schemes
Fund Name | Category | Min Amt | AUM | 1Y Returns | Min. SIP |
WhiteOak Capital Flexi Cap Fund | Equity | 500 | 5,743 Cr | 3.8% | 100 |
WhiteOak Capital Ultra Short Duration Fund | Debt | 500 | 555 Cr | 7.3% | 500 |
WhiteOak Capital Liquid Fund | Debt | 500 | 577 Cr | 6.9% | 500 |
WhiteOak Capital Mid Cap Fund | Equity | 500 | 3,581 Cr | 5.7% | 100 |
WhiteOak Capital ELSS Tax Saver Fund | Equity | 500 | 406 Cr | 5.0% | 500 |
WhiteOak Capital Pharma & Healthcare Fund | Equity | 500 | 423 Cr | 9.5% | 100 |
WhiteOak Capital Quality Equity Fund | Equity | 500 | 594 Cr | NA | 100 |
WhiteOak Capital Balanced Advantage Fund | Hybrid | 500 | 1.811 Cr | 6.8% | 100 |
WhiteOak Capital Large Cap Fund | Equity | 500 | 1.014 Cr | 3.4% | 100 |
WhiteOak Capital Balanced Hybrid Fund | Hybrid | 500 | 215 Cr | 5.3% | 100 |
WhiteOak Capital Banking & Financial Services Fund | Equity | 500 | 468 Cr | 11.1% | 100 |
WhiteOak Capital Arbitrage Fund | Hybrid | 500 | 586 Cr | 7.3% | 100 |
WhiteOak Capital Special Opportunities Fund | Equity | 500 | 1.132 Cr | 6.9% | 100 |
WhiteOak Capital Multi Asset Allocation Fund | Hybrid | 500 | 3.421 Cr | 15.5% | 100 |
WhiteOak Capital Large & Mid Cap Fund | Equity | 500 | 1.781 Cr | 4.2% | 100 |
FAQs
Q1. What is the minimum to invest in WhiteOak Mutual Funds?
You can invest with as little as 500 for a lump sum and 100 for SIP in the majority of schemes.
Q2. Do I have to invest using a PAN card?
Yes, a PAN card and KYC are necessary.
Q3. Can I invest in WhiteOak Mutual Funds online?
Yes, you can invest online via the WhiteOak website or app.
Q4. Are WhiteOak Mutual Funds safe?
Every mutual fund carries some risk. WhiteOak employs research-driven investing and shies away from risky gambles.
Q5. Does WhiteOak have tax-saving funds?
Yes, the WhiteOak Capital ELSS Tax Saver Fund assists in saving tax under Section 80C.
