Fund Name
Ratings
Ratings in Descending
Rating in Ascending
Risk
Risk in Descending
Risk in Ascending
3Y Returns
Three Years Returns in Descending
Three Years Returns in Ascending
AUM
Asset Under Management in Descending
Asset Under Management in Ascending

Whiteoak Capital Ultra Short Duration Fund Direct Plan Growth

Debt Ultra Short Duration Fund

1.5

Low

5.76%

₹298.18 cr.

Whiteoak Capital Ultra Short Duration Fund Direct Plan Monthly Payout/ Payout of IDCW Payout

Debt Ultra Short Duration Fund

1.5

Low

5.58%

₹298.18 cr.

Whiteoak Capital Ultra Short Duration Fund Direct Plan Monthly Reinvestment/ Reinvestment of IDCW Reinvestment

Debt Ultra Short Duration Fund

1.5

Low

5.58%

₹298.18 cr.

Whiteoak Capital Liquid Fund Direct Plan Growth

Debt Liquid Fund

1.5

Low

5.45%

₹252.69 cr.

Whiteoak Capital Liquid Fund Direct Plan Monthly Payout/ Payout of IDCW Payout

Debt Liquid Fund

1.5

Low

5.27%

₹252.69 cr.

Whiteoak Capital Liquid Fund Direct Plan Monthly Reinvestment/ Reinvestment of IDCW Reinvestment

Debt Liquid Fund

1.5

Low

5.27%

₹252.69 cr.

Whiteoak Capital Mid Cap Fund Direct Plan Growth

Equity Mid Cap Fund

0

Very High

0%

₹1,813.66 cr.

Whiteoak Capital Mid Cap Fund Direct Plan IDCW Payout

Equity Mid Cap Fund

0

Very High

0%

₹1,813.66 cr.

Whiteoak Capital Mid Cap Fund Direct Plan IDCW Reinvestment

Equity Mid Cap Fund

0

Very High

0%

₹1,813.66 cr.

Whiteoak Capital ELSS Tax Saver Fund Direct Plan Growth

Equity ELSS

0

Very High

0%

₹212.34 cr.

Whiteoak Capital ELSS Tax Saver Fund Direct Plan IDCW Payout

Equity ELSS

0

Very High

0%

₹212.34 cr.

Whiteoak Capital Large Cap Fund Direct Plan Growth

Equity Large Cap Fund

0

Very High

0%

₹481.55 cr.

Whiteoak Capital Large Cap Fund Direct Plan IDCW Payout

Equity Large Cap Fund

0

Very High

0%

₹481.55 cr.

Whiteoak Capital Large Cap Fund Direct Plan IDCW Reinvestment

Equity Large Cap Fund

0

Very High

0%

₹481.55 cr.

Whiteoak Capital Balanced Advantage Fund Direct Plan Growth

Hybrid Dynamic Asset Allocation or Balanced Advantage

0

Very High

0%

₹955.91 cr.

Whiteoak Capital Multi Asset Allocation Fund Direct Plan Growth

Hybrid Multi Asset Allocation

0

Very High

0%

₹460.82 cr.

Whiteoak Capital Balanced Hybrid Fund Direct Plan Growth

Hybrid Balanced Hybrid Fund

0

High

0%

₹108.01 cr.

Whiteoak Capital Pharma and Heathcare Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

0%

₹112.60 cr.

Whiteoak Capital Banking and Financial Services Fund Direct Growth

Equity Sectoral / Thematic

0

Very High

0%

₹165.27 cr.

Whiteoak Capital Flexi Cap Fund Direct Plan Growth

Equity Flexi Cap Fund

0

Very High

0%

₹3,452.84 cr.

Whiteoak Capital Large and Mid Cap Fund Direct Plan Growth

Equity Large & Mid Cap Fund

0

Very High

0%

₹1,130.88 cr.

Whiteoak Capital Flexi Cap Fund Direct Plan IDCW Reinvestment

Equity Flexi Cap Fund

0

Very High

0%

₹3,452.84 cr.

Whiteoak Capital Flexi Cap Fund Direct Plan IDCW Payout

Equity Flexi Cap Fund

0

Very High

0%

₹3,452.84 cr.

Whiteoak Capital Multi Cap Fund Direct Plan Growth

Equity Multi Cap Fund

0

Very High

0%

₹867.61 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

PB

Piyush Baranwal

Fund Manager since May 2019 (5 years)

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Mr. Baranwal has a B. Tech. in Electronics and Communication from Manipal Institute of Technology, Manipal, a CFA Charter, and a PGDBM in Finance from S.P.Jain Institute of Management and Research. Prior to joining WhiteOak Capital Asset Management, he worked at YES Mutual Fund, BOI AXA, Morgan Stanley Investment Management and Principal PNB AMC as an Associate- Fixed Income.

RM

Ramesh Mantri

Fund Manager since Aug 2023 (1 year)

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Ramesh Mantri is Chartered Financial Analyst and Chartered Accountant. He did his MBA at University of Delhi. He worked at Lodha & Co., CRISIL Ltd, Smith Management Advisory Services Pvt. Ltd, and Ashoka Capital Advisors LLP before joining WhiteOak Capital.

TA

Trupti Agrawal

Fund Manager since Jan 2024 (11 months)

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 WhiteOak Capital Mutual Funds to Invest

When it comes to evaluating the best WhiteOak Capital Mutual Funds, you can consider returns and risks as the primary metrics. However, there are other factors, such as AUM, volatility, and tracking error, that give you deeper insights into a fund’s performance. So be sure to consider these as well.

Name Sub Category AUM (₹ in crore) Minimum Investment(₹) Absolute Return 6M (%) Absolute Return 1Y (%)
WhiteOak Capital Mid Cap Fund Mid Cap Fund 1067.71 100 30.36 29.18
WhiteOak Capital Tax Saver Fund Equity Linked Savings Scheme (ELSS) 86.52 500 22.89 0
WhiteOak Capital Flexi Cap Fund Flexi Cap Fund 2179.68 500 22.85 22.99
WhiteOak Capital Large Cap Fund Large Cap Fund 344.62 500 15.04 0
WhiteOak Capital Balanced Advantage Fund Balanced Advantage Fund 644.81 100 11.38 0
WhiteOak Capital Ultra Short Term Fund Ultra Short Duration Fund 216.08 500 3.44 7.02
WhiteOak Capital Liquid Fund Liquid Fund 174.66 500 3.37 6.81

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past three years.

Note: Funds with no CAGR have not crossed the time threshold yet.

WhiteOak Capital Mid Cap Fund:

WhiteOak Capital Mid Cap Fund falls under the category of Mid Cap Funds, managing assets worth ₹1,067.71 crore. The minimum lump sum investment required for this fund is ₹100. Over the past year, it has shown impressive absolute returns of 29.18%, and in the last 6 months, it has continued its strong performance with returns of 30.36%. The expense ratio for this fund is relatively low at 0.48%.

WhiteOak Capital Tax Saver Fund

WhiteOak Capital Tax Saver Fund belongs to the Equity Linked Savings Scheme (ELSS) category and manages assets totalling ₹86.52 crore. Investors need a minimum lump sum investment of ₹500 to participate in this fund. While it hasn’t shown any absolute returns over the past year, it has demonstrated solid returns of 22.89% in the last 6 months. The expense ratio for this fund is 0.64%.

WhiteOak Capital Flexi Cap Fund

WhiteOak Capital Flexi Cap Fund is classified as a Flexi Cap Fund and has assets under management (AUM) of 2,179.68 crore. The minimum lump sum investment required is ₹500. Over the past year, it has delivered returns of 22.99%, and in the last 6 months, it has maintained a steady performance with returns of 22.85%. The expense ratio for this fund is 0.43%.

WhiteOak Capital Large Cap Fund

WhiteOak Capital Large Cap Fund falls in the Large Cap Fund category, managing assets worth ₹344.62 crore. A minimum lump sum investment of ₹500 is needed to invest in this fund. It hasn’t shown any returns over the past year but has delivered returns of 15.04% in the last 6 months. The expense ratio for this fund is 0.66%.

WhiteOak Capital Balanced Advantage Fund

WhiteOak Capital Balanced Advantage Fund is categorized as a Balanced Advantage Fund and manages assets totalling ₹644.81 crore. The minimum lump sum investment for this fund is ₹100. It hasn’t shown any returns over the past year, but it has demonstrated returns of 11.38% in the last 6 months. The expense ratio for this fund is 0.68%.

WhiteOak Capital Ultra Short-Term Fund

WhiteOak Capital Ultra Short Term Fund falls under the Ultra Short Duration Fund category and manages assets worth ₹216.08 crore. The minimum lump sum investment required is ₹500. Over the past year, it has delivered returns of 7.02%, and in the last 6 months, it has shown returns of 3.44%. The expense ratio for this fund is 0.32%.

WhiteOak Capital Liquid Fund is a Liquid Fund

WhiteOak Capital Liquid Fund is a Liquid Fund with assets under management (AUM) of ₹174.66 crore. The minimum lump sum investment for this fund is ₹500. Over the past year, it has delivered returns of 6.81%, and in the last 6 months, it has shown returns of 3.37%. The expense ratio for this fund is 0.26%.

Mutual Funds Calculators

WhiteOak Capital Mutual Fund FAQs

Should I invest in the WhiteOak Capital Mutual Fund scheme?

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.

How to start WhiteOak Capital Mutual Fund SIP online?

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.

How to redeem WhiteOak Capital Mutual Funds online?

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.

How much time does it take to redeem WhiteOak Capital Mutual Fund?

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.

What are the redemption charges of WhiteOak Capital Mutual Fund?

Redemption charges depend on the type of mutual fund you want to sell. Generally, an exit load and taxes are applicable.

How to increase the SIP amount in WhiteOak Capital Mutual Fund?

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.

How can I get the WhiteOak Capital Mutual Fund statement?

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.

Are WhiteOak Capital Mutual Fund schemes tax-free?

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.

What is the best WhiteOak Capital Mutual Fund?

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.

What determines the taxes on mutual fund returns?

  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