Whiteoak Mutual Fund
Established in 2017 by Prashant Khemka, WhiteOak Capital is an advisory firm and investment company that operates in India, the UK, Mauritius, Singapore and Switzerland. Their key products include pension plans, sovereign wealth funds, endowments etc. It invests in India through various separately managed accounts and investment funds.
WhiteOak Mutual Fund offers several investment options including equity, debt and hybrid funds with a Total Asset under Management (AUM) of Rs. 9,118.2 Crore as of March 2024. It has a total number of 13 investment schemes managed by 6 efficient fund managers. Some of the AMC’s top-performing schemes include WhiteOak Capital Mid Cap Fund Direct-Growth, WhiteOak Capital ELSS Tax Saver Fund Direct-Growth and WhiteOak Capital Flexi Cap Fund Direct-Growth.
Best WhiteOak Mutual Funds
Fund Name | AUM | 1 Yr Return | Exp. Ratio | |
|---|---|---|---|---|
 WhiteOak Capital Flexi Cap Fund Direct Growth | ₹4229 Cr | 6.75% | 0.56% | Invest |
WhiteOak Capital Mid Cap Fund Direct Growth | ₹2503 Cr | 6.73% | 0.58% | Invest |
WhiteOak Capital ELSS Tax Saver Fund Direct Growth | ₹312 Cr | 9.75% | 0.70% | Invest |
WhiteOak Capital Large Cap Fund Direct Growth | ₹698 Cr | 6.29% | 0.68% | Invest |
WhiteOak Capital Multi Cap Fund Direct Growth | ₹1418 Cr | 7.70% | 0.63% | Invest |
Whiteoak Capital Large & Mid Cap Fund Direct Growth | ₹1494 Cr | 5.00% | 0.65% | Invest |
WhiteOak Capital Banking & Financial Services Fund Direct Growth | ₹314 Cr | 12.60% | 0.68% | Invest |
WhiteOak Capital Pharma and Healthcare Fund Direct Growth | ₹271 Cr | 23.88% | 0.72% | Invest |
WhiteOak Capital Special Opportunities Fund Direct Growth | ₹698 Cr | 0.00% | 0.71% | Invest |
WhiteOak Capital Digital Bharat Fund Direct Growth | ₹308 Cr | 0.00% | 0.67% | Invest |
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth | ₹62 Cr | 0.00% | 0.58% | Invest |
WhiteOak Capital Quality Equity Fund Direct Growth | ₹305 Cr | 0.00% | 0.59% | Invest |
List of WhiteOak Capital Asset Management Limited Fund Managers
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Key information about Quant Mutual Fund
Registered Office
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai, Maharashtra 400025.
Investors Relations Officer’s Office
4th Floor, 72 Empire Premises Condominium, corner of Andheri Kurla Road, Opposite Landmark Building, near Gate No. 8 of Western Express Highway Metro Station, Andheri East, Mumbai - 400099.
180030003060
Compare WhiteOak Mutual Fund with other AMCs
AMC | AUM(in Cr) | AUM change (1M) | AUM Rank | |
|---|---|---|---|---|
 Zerodha | ₹914.6 Cr | - ₹37.4 Cr | 3/45 | Invest |
 ICICI | ₹8L Cr | - ₹33.5K Cr | 4/45 | Invest |
 SBI | ₹7.4L Cr | - ₹25.7K Cr | 5/45 | Invest |
 HDFC | ₹7.6L Cr | - ₹41.8K Cr | 6/45 | Invest |
 Kotak | ₹4.6L Cr | - ₹23.1K Cr | 7/45 | Invest |
 Nippon | ₹3.9L Cr | - ₹23.4K Cr | 8/45 | Invest |
 Aditya Birla Sun Life | ₹3.7L Cr | - ₹7.6K Cr | 9/45 | Invest |
 Axis | ₹3.1L Cr | - ₹14K Cr | 10/45 | Invest |
How to Start Investing with WhiteOak Mutual Fund with INDmoney?
You can seamlessly invest in WhiteOak Mutual Funds through INDmoney. To start investing today, follow these simple steps:
Step 1: Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2: Once you create your account, search for ‘WhiteOak Mutual Fund’ or open the ‘Mutual Fund’ section.
Step 3: Choose any WhiteOak Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4: You can choose to set up SIP in any WhiteOak Mutual Fund or even invest as a lump sum. Once you are on the individual WhiteOak Mutual Fund page, click on "One-time" for lump sum investment or "SIP" for a systematic investment plan.
Step 5: Choose the amount that you want to invest as SIP or LumpSum.
Step 6: Set up payments. If you choose to set up SIP in any WhiteOak Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.
Frequently asked questions
What documents are required for investing in a WhiteOak mutual fund?
You must submit the following documents before starting to invest in a WhiteOak mutual fund:
- Identity proof
- Address proof
- Occupation details
- Financial status
How can I calculate the SIP of WhiteOak Mutual Fund easily?
Yes, you can easily calculate the SIP of WhiteOak Mutual Fund by using INDmoney's WhiteOak Mutual Fund SIP calculator. Simply select a scheme, SIP frequency and the amount you wish to invest. The calculator will instantly show you the expected returns.
Who are the fund managers of WhiteOak Mutual Fund?
Below are some of the top fund managers working under the Whiteoak Mutual Fund:
- Shariq Merchant
- Deep Mehta
- Ramesh Mantri
- Trupti Agarwal
- Piyush Baranwal
What are the top-performing WhiteOak Mutual Funds?
Some of the top-performing WhiteOak Mutual Funds include the following:
Is it safe to invest in WhiteOak Mutual Funds?
Whiteoak Mutual Funds are registered under the SEBI, which makes sure to strictly monitor all transactions taking place to and from this AMC. However, please note that all mutual funds are subject to market risks.