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WhiteOak Capital Mutual Fund

WhiteOak Mutual Fund is managed by WhiteOak Capital Asset Management Limited, part of WhiteOak Capital Group, a global asset management group founded by Prashant Khemka, an investment professional.The AMC has a presence in over 50 cities and offers equity, hybrid, and debt funds to cater to various investor needs. WhiteOak Capital Mutual Fund offers 22 mutual fund schemes. The AMC manages an Average AUM of Rs. 10,680.39 Cr as of June 30th, 2024.

List of All WhiteOak Capital Mutual Fund

All
Equity
Debt
Hybrid
ELSS
Index
Sort Return By :
3Y Returngraph view
Fund Name
Return
Risk
Cat. Avg

WhiteOak Capital Mid Cap Fund

EquityMid Cap Fund
 22.86%22.86%-

WhiteOak Capital ELSS Tax Saver Fund

EquityEquity Linked Savings Scheme
 17.22%17.22%-

WhiteOak Capital Multi Asset Allocation Fund

HybridMulti Asset Allocation
 17.12%17.12%-

WhiteOak Capital Flexi Cap Fund

EquityFlexi Cap Fund
 15.67%15.67%-

WhiteOak Capital Large Cap Fund

EquityLarge Cap Fund
 14.32%14.32%-

WhiteOak Capital Balanced Advantage Fund

HybridDynamic Asset Allocation
 12.48%12.48%-

WhiteOak Capital Ultra Short Term Fund

DebtUltra Short Duration
 7.03%7.03%-

WhiteOak Capital Liquid Fund

DebtLiquid
 6.87%6.87%-

WhiteOak Capital Digital Bharat Fund

EquitySector Funds
---

WhiteOak Capital Arbitrage Fund

HybridArbitrage Fund
---

WhiteOak Capital Special Opportunities Fund

EquityThematic Fund
---

WhiteOak Capital Multi Cap Fund

EquityMulti Cap Fund
---

WhiteOak Capital Pharma and Healthcare Fund

EquitySector Funds
---

WhiteOak Capital Quality Equity Fund

EquityThematic Fund
---

WhiteOak Capital Aggressive Hybrid Fund

HybridAggressive Hybrid Fund
---

WhiteOak Capital Dividend Yield Fund

EquityDividend Yield
---

WhiteOak Capital Balanced Hybrid Fund

HybridDynamic Asset Allocation
---

WhiteOak Capital Large & Mid Cap Fund

EquityLarge & Mid Cap
---

WhiteOak Capital Consumption Opportunities Fund

EquitySector Funds
---

WhiteOak Capital ESG Best-In-Class Strategy Fund

EquityThematic Fund
---

WhiteOak Capital Equity Savings Fund

HybridEquity Savings
---

WhiteOak Capital Banking & Financial Services Fund

EquitySector Funds
---

Details of WhiteOak Capital Mutual Fund

Founding DateApril 21, 2017
AddressUnit No. B, 1st Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025
Emailclientservice@whiteoakamc.com
Telephone022-6918 7607

Documents Required to Invest

To invest in WhiteOak Capital Mutual Fund schemes, there is no physical documentation required. You need to upload the following KYC documents online:

  • Proof of Identity (PAN, Aadhaar)
  • Proof of Address (Aadhaar)

How to Invest in WhiteOak Capital Mutual Fund

Step 1: Download the Rupeezy App if you do not have an account.

Step 2: If you are a first-time user, you need to submit your KYC documents like PAN, Aadhaar, add personal details, and complete the account verification.

Step 3: Select WhiteOak Capital Mutual Fund and review the scheme list in each category.

Step 4: Assess the funds' performance and risk parameters.

Step 5: Select the appropriate category as per your financial goal and risk appetite.

Step 6: Compare the selected fund with other funds in its category using Smart Explore on a visual graph.

Step 7: Check fund portfolio overlap among all funds in your portfolio. Check the fund impact on your overall portfolio with the Impact Analysis feature.

Step 8: Select the fund, add lumpsum, or SIP, and set up payment with UPI or net banking.

WhiteOak Capital Mutual Fund

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