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 17 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
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Details of WhiteOak Capital Mutual Fund
Founding Date
April 21, 2017
Address
Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
Email
Clientservice@whiteoakamc.com
Telephone
022 69187607
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 FAQs
Ans. Ans: Yes, WhiteOak Capital Mutual Fund mutual fund schemes are considered safe investments. In India, all Asset Management Companies (AMC), including WhiteOak Capital Mutual Fund, are regulated by SEBI (Securities and Exchange Board of India) and AMFI (Association of Mutual Funds in India). The mutual fund industry operates under strict regulations to safeguard investors' interests. However, it's crucial for investors to conduct thorough research to ensure that the specific fund schemes align with their financial goals and risk tolerance.
Ans. Ans: WhiteOak Capital Mutual Fund Mutual Fund schemes are not tax free. Mutual fund capital gains are subject to capital gains tax. In the case of equity mutual funds, mutual fund units sold within a year of purchase will attract a 20% tax on profits. Gains from mutual funds held for more than a year are taxed at 12.5%. For debt funds, the debt fund units sold within three years will be taxed as per the income tax slab. For debt funds held for over three years, the tax rate is 12.5% without indexation benefits.
Ans. Here are some of the best-performing funds from WhiteOak Capital Mutual Fund AMC based on past 5-year returns: Fund Name 5-Year Return (%) WhiteOak Capital Ultra Short Duration Fund 4.96% WhiteOak Capital Liquid Fund 5.06% WhiteOak Capital Large Cap Fund 0% WhiteOak Capital Large & Mid Cap Fund 0% WhiteOak Capital Balanced Advantage Fund 0%
Ans. Ans: Yes, WhiteOak Capital Mutual Fund AMC is good for long-term capital appreciation. The equity schemes under the AMC have performed well over the long term and delivered returns above the category average. Visit the Rupeezy Invest App to check WhiteOak Capital Mutual Fund AMC fund performance.
Ans. Ans: You can log in to your Rupeezy app and view your portfolio which will show you the current value as per the prevailing NAV on the last closing business day.
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