WhiteOak Capital Mutual Fund was constituted as a trust on October 27, 2017. The Trustee is WhiteOak Capital Trustee Limited. It was registered with SEBI on July 03, 2018. GPL Finance and Investments Private Limited (GPL) has acquired 100% of the paid-up share capital of WhiteOak Capital Asset Management Limited (WOCAML) and WhiteOak Capital Trustee Limited (WOCTL).
The Board of Directors of WOCAML and WOCTL approved the aforesaid share transfer on November 1, 2021, in the Board Meetings held on November 1, 2021. Consequently, GPL has become the sole Sponsor of WhiteOak Capital Mutual Fund, and YES Bank Limited (YBL) has ceased sponsoring the Fund since November 1, 2021. SEBI has also issued a fresh certificate of registration for the change of name from YES Mutual Fund to WhiteOak Capital Mutual Fund, dated January 11, 2022.
GPL Finance: Sponsor of WhiteOak Capital Mutual Fund
GPL Finance and Investments Private Limited (GPL) is the sponsor and settlor of WhiteOak Capital Mutual Fund. Established on January 31, 1994, GPL is an NBFC classified as an investment company. It is registered with the RBI effective May 26, 1998. GPL is a White Oak Investment Management Private Limited subsidiary, a group entity founded by Mr. Prashant Khemka.
WhiteOak group provides investment management and advisory services for equity assets over Rs. 69,000 crores as of May 31, 2024. Besides segregated handled accounts for leading global institutions, WhiteOak offers investment services through a wide range of fund vehicles domiciled in India, the UK, Mauritius, and Ireland to individual and institutional investors in India and worldwide.
Key Information About WhiteOak Capital Mutual Fund
How to Invest in the WhiteOak Capital Mutual Fund
Investing in the best WhiteOak Capital Mutual Funds can be a complex process. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred WhiteOak Capital Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the app guidelines to ensure a seamless process.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set up a periodic systematic investment plan (SIP). You can also make a lump-sum investment if you have a large amount to invest. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, relax and let your money grow. The Stack Wealth app will provide consistent updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best WhiteOak Capital Mutual Funds in India
Here is the list of some of the best WhiteOak Capital Mutual Funds in India:
* All data as of 28 Feb 2025
Detailed Overview of WhiteOak Capital Mutual Fund Schemes
Now, let’s discuss these 10 WhiteOak Capital Mutual Fund schemes in detail:
1. WhiteOak Capital Large Cap Fund - Direct-Growth Plan
WhiteOak Capital Large Cap Fund is an open-ended equity scheme that predominantly invests in large-cap companies’ stocks to provide long-term capital appreciation or income.
- Fund Performance: The fund's annualized returns have been around 13.68% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹10,680.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Large Cap Fund is ₹500, the minimum additional investment is ₹500, and for SIP, it is ₹100.
2. WhiteOak Capital ELSS Tax Saver Fund - Direct-Growth Plan
WhiteOak Capital ELSS Tax Saver Fund is an open-ended Equity Linked Savings Scheme with a tax benefit and statutory lock-in of 3 years—investments in a diversified portfolio of equity and equity-related securities to generate long-term capital appreciation.
- Fund Performance: The fund's annualized returns have been around 20.23% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹10,890.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital ELSS Tax Saver Fund is ₹500, the minimum additional investment is ₹500, and for SIP, it is ₹500.
3. WhiteOak Capital Liquid Fund - Direct-Growth Plan
WhiteOak Capital Liquid Fund is an open-ended liquid scheme aiming to generate optimal returns with low volatility in the short term. The Scheme invests mainly in short-maturity and highly liquid securities like T-bills, Bank CDs, and NCDs of highly rated corporates, etc., with a maximum residual maturity of 91 days.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 7.29% and 6.5%, respectively. In three years, the current value of an Investment of ₹10,000 will become around ₹12,082.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Liquid Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹500.
4. WhiteOak Capital Multi Cap Fund - Direct-Growth Plan
WhiteOak Capital Multi Cap Fund is an open-ended equity scheme that invests in equity instruments across large, mid, and small-cap stocks to provide long-term capital appreciation.
- Fund Performance: Since inception, the fund's annualized returns have been around 19.03%. In a year, the current value of an Investment of ₹10,000 will become around ₹10,694.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Multi Cap Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹100.
5. WhiteOak Capital Balanced Advantage Fund - Direct-Growth Plan
WhiteOak Capital Balanced Advantage Fund is an open-ended hybrid Fund that invests in a dynamically managed portfolio of equity and equity-related instruments, debt, and money market securities.
- Fund Performance: The fund's annualized returns have been around 14.85% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹10,853.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Balanced Advantage Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹100.
6. WhiteOak Capital Ultra Short Duration Fund - Direct-Growth Plan
WhiteOak Capital Ultra Short Duration Fund is an open-ended ultra-short-term debt scheme investing in money market and debt securities with a Macaulay duration between 3-6 months. The scheme aims to generate reasonable returns with low volatility in the short term.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 6.56% and 5.59%, respectively. In three years, the current value of an Investment of ₹10,000 will become around ₹12,103.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Ultra Short Duration Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹500.
7. WhiteOak Capital Mid Cap Fund - Direct-Growth Plan
WhiteOak Capital Mid Cap Fund is an open-ended equity scheme predominantly investing in mid-cap stocks. The scheme aims to maintain a minimum exposure of 65% to mid-cap stocks by investing in good businesses at attractive valuations.
- Fund Performance: Since inception, the fund's annualized returns have been around 22.29%. In a year, the current value of an Investment of ₹10,000 will become around ₹10,649.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Mid Cap Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹100.
8. WhiteOak Capital Multi Asset Allocation Fund - Direct-Growth Plan
WhiteOak Capital Multi Asset Allocation Fund is an open-ended scheme that invests in various asset classes, such as Equity, Debt, Gold, etc., dynamically using the Internal Proprietary Model to determine their relative attractiveness.
- Fund Performance: The fund's annualized returns have been around 16.84% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹11,658.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Multi Asset Allocation Fund is ₹500, the minimum additional investment is ₹500, and the minimum SIP is ₹100.
9. WhiteOak Capital Banking & Financial Services Fund - Direct-Growth Plan
WhiteOak Capital Banking & Financial Services Fund is an open-ended equity scheme investing in the banking & financial services sector. The scheme aims to explore the potential of investments in this area, also known as the BFSI theme.
- Fund Performance: The fund's annualized returns have been around 7.03% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹10,902.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Banking & Financial Services Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹100.
10. WhiteOak Capital Balanced Hybrid Fund - Direct-Growth Plan
WhiteOak Capital Balanced Hybrid Fund is an open-ended balanced scheme that invests in debt securities and equity. It aims to construct an active portfolio diversified across various sectors and market capitalisation levels.
- Fund Performance: The fund's annualized returns have been around 13.66% since inception. In a year, the current value of an Investment of ₹10,000 will become around ₹10,711.
- Minimum Investment Amount: The minimum lump sum for the WhiteOak Capital Balanced Hybrid Fund is ₹500, minimum additional investment is ₹500, and for SIP, it is ₹100.
Top Fund Managers
Below is the list of people who have made WhiteOak Capital Mutual Fund Investment a standout choice in a highly competitive market.
1. Ramesh Mantri
Ramesh is the Chief Investment Officer at White Oak Capital AMC and has over 20 years of experience in financial analysis and investing across sectors. He founded Ashoka Capital Advisers, which advised family offices and funds on equity investment in South Asia. Before this, he was an analyst at CRISIL, India’s leading rating agency, covering the financial sector.
2. Ashish Agrawal
Ashish is the Head of Equity Dealing at WhiteOak Capital AMC and is responsible for the Dealing function entailing all Equities transactions for the AMC schemes. Ashish has 18 years of experience on the MF Buy Side and Institutional Broking Sell Side, involving FPIs/Insurance and domestic AMCs in the institutional Equities business across multiple organisations. Before this, Ashish was Head of dealing at Motilal Oswal AMC, overseeing the executions across Overseas trades (US and EMEA) and India (Passive and Active).
3. Piyush Baranwal
Piyush is Senior Fund Manager of Fixed Income at White Oak Mutual Fund. He brings over 15 years of experience in fund management. Before joining WhiteOak Capital, he worked as Head-Fixed Income at BOI AXA Investment Managers. Earlier, he was a portfolio manager at Morgan Stanley Investment Management.
4. Dheeresh Kumar Pathak
Dheeresh joined White Oak in June 2022 and is responsible for covering the Healthcare, Chemical, Cement, and Building Material sectors at WhiteOak Capital AMC. He has over 15 years of rich experience in investment management. Previously, Dheeresh was the Executive Director at Goldman Sachs AMC. At Goldman Sachs India Equity Fund, Dheeresh was among the top-rated professionals, generating the highest alpha per unit of capital.
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