WOC

WhiteOak Capital Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

  • Total Funds 47
  • Average annual returns 20.95%

About WhiteOak Capital Mutual Fund

White Oak Capital Mutual Fund is a part of white oak asset management company. It was started by Mr. Prashant Khemka in June 2017, known for managing foreign institution money in the Indian market. The rich institutional experience helped it to start mutual funds for domestic retail investors. As of holds the 28th rank in the AUM size. Whiteoak manages 13 mutual funds including 8 equity mutual funds, 2 debt funds, and 3 hybrid funds

The white oak Fund house has investment research teams located in India, Singapore, and Spain, along with sales and distribution offices in Switzerland, the UAE, and the UK. The India AMC team consists of experienced professionals in Financial Services, headed by Mr. Aashish P. Somaiyaa, CEO, who brings over 20 years of experience in the asset management industry.

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Top Performing WhiteOak Capital Mutual Fund in India for High Return

Asset Type

  • Equity
  • Commodities
  • Debt
  • Solution Oriented
  • Hybrid
  • Others

Category Type

  • Large Cap
  • Mid Cap
  • Small Cap
  • Flexi Cap
  • Index Fund
  • Large and Mid Cap
  • Multi Cap
  • ELSS
  • Banking & Financial
  • IT & Technology
  • Pharma & Healthcare
  • Infrastructure
  • FMCG
  • Focused
  • Value
  • Contra
  • Consumption Theme
  • Energy Sector
  • PSU Themes
  • MNC Themes
  • Others Sector
  • Other Themes
  • Dividend Yield
  • International Funds
  • Thematic-Infrastructure
  • Close ended equity scheme
  • ETFs
  • Manufacturing
  • Thematic Transportation
  • Overnight
  • Liquid
  • Ultra Short Duration
  • Low Duration
  • Money Market
  • Short Duration
  • Dynamic Bond
  • Corporate Bond
  • Medium Duration
  • Medium to Long Duration
  • Long Duration
  • Gilt
  • 10 yrs Gilt Fund
  • Credit Risk
  • Banking and PSU
  • Floater
  • FMP
  • Aggressive
  • Balanced Hybrid
  • Conservative
  • Equity Savings
  • Dynamic Asset Allocation
  • Multi Asset Allocation
  • Arbitrage Funds
  • Gold
  • Silver
  • Retirement Funds
  • Childrens Funds
  • Domestic Equity FoF
  • Domestic Deb FoF
  • Domestic Hybrid FoF
  • Domestic FoF
  • International FoF

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 5.69%
SIP 3Y P.a. 9.63%
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Lumpsum 3Y P.a 5.47%
SIP 3Y P.a. 8.93%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 37.96%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 31.26%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 29.87%
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SIP 3Y P.a. 25.7%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 14.88%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 10.93%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 14.32%
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Lumpsum 3Y P.a -
SIP 3Y P.a. 6.4%
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Short Term

Long Term

SIP

Rolling Term

1 Week 0.13%
1 Month 0.57%
3 Months 1.73%
6 Months 3.58%
1 Year 7.22%
Invest
1 Week 0.13%
1 Month 0.55%
3 Months 1.64%
6 Months 3.4%
1 Year 6.71%
Invest
1 Week 1.42%
1 Month 3.02%
3 Months 16.06%
6 Months 22.86%
1 Year 50.62%
Invest
1 Week 1.78%
1 Month 3%
3 Months 13.14%
6 Months 20.88%
1 Year 43.76%
Invest
1 Week 1.75%
1 Month 2.92%
3 Months 12.77%
6 Months 19.14%
1 Year 39.68%
Invest
1 Week 1.72%
1 Month 2.35%
3 Months 10.5%
6 Months 19.65%
1 Year 40.59%
Invest
1 Week 0.96%
1 Month 2.05%
3 Months 7.97%
6 Months 13.17%
1 Year 24.92%
Invest
1 Week 0.59%
1 Month 2.08%
3 Months 4.95%
6 Months 11.52%
1 Year 21.34%
Invest
1 Week 1.6%
1 Month 2.81%
3 Months 13.65%
6 Months 20.24%
1 Year -
Invest
1 Week 1.01%
1 Month 2.17%
3 Months 7.87%
6 Months 12.82%
1 Year -
Invest
2 Years 6.86%
3 Years 5.69%
5 Years 4.91%
Annual Rt 5.15%
Invest
2 Years 6.35%
3 Years 5.47%
5 Years 4.83%
Annual Rt 4.93%
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5 Years -
Annual Rt 36%
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Annual Rt 31.3%
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2 Years 28.23%
3 Years -
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Annual Rt 28.31%
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Annual Rt 24.48%
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Annual Rt 22.38%
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Annual Rt 19.23%
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Annual Rt 42.62%
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Annual Rt 23.76%
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Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 0.29%
Fund Manager Piyush Baranwal
Launch Date 05-Jan 2019
Invest
Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 1.03%
Fund Manager Piyush Baranwal
Launch Date 06-Jun 2019
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.97%
Fund Manager Piyush Baranwal
Launch Date 07-Sep 2022
Invest
Min SIP ₹500
Min Lumpsum ₹500
Expense Ratio 2.32%
Fund Manager Piyush Baranwal
Launch Date 14-Oct 2022
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.86%
Fund Manager Piyush Baranwal
Launch Date 05-Aug 2022
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 2.36%
Fund Manager Piyush Baranwal
Launch Date 01-Dec 2022
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 2.16%
Fund Manager Piyush Baranwal
Launch Date 10-Feb 2023
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.77%
Fund Manager Piyush Baranwal
Launch Date 12-May 2023
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 2.15%
Fund Manager Piyush Baranwal
Launch Date 22-Sep 2023
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 2.14%
Fund Manager Piyush Baranwal
Launch Date 27-Oct 2023
Invest
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WhiteOak Capital Mutual Fund Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145
Comparison of Top WhiteOak Capital Mutual Fund

Investment Strategy

The investment strategy is centered on obtaining higher returns on extra capital, capitalizing on scalable long-term possibilities, and prioritizing good execution and governance processes. The white oak group valuation framework is built around the idea that an asset's intrinsic value is determined by the present value of its future cash flows. This strategy ensures that investment ideas are thoroughly evaluated in terms of their ability to create long-term cash flows.

 

Fund Management Team

Mr. Ramesh Mantri (CIO)

Ramesh Mantri, the Chief Investment Officer (CIO) at Whiteoak Capital Asset Management, highlighted the significance of portfolio construction in achieving consistent outperformance for a fund. Mr. Mantri is an MBA, CFA, and CA. Before joining White Oak Capital Mutual Fund, he accumulated experience working with White Oak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.

 

List of all Fund Managers

 List of all Fund Managers White Oak Capital Mutual Fund

 

Top 5 White Oak Capital Mutual Funds

 Top 5 White Oak Capital Mutual Funds

 

HISTORY OF WHITEOAK CAPITAL MUTUAL FUND

Whiteoak Asset Management Company received SEBI registration for Portfolio Management Services (PMS) and consulting services in October 2017. Since then, it has offered products for both local and International investors, pioneering the first local portfolio management system in April 2019. In November 2021, the business increased its presence by purchasing YES Asset Management. Following that, WhiteOak created its first equity fund, the WhiteOak Capital Flexi Cap Fund, which is now open for subscriptions.

  • White Oak Fund House has unique investment strategy.
  • This AMC has a wide range of varieties of Funds
  • This fund house values strong governance principles.
  • White Oak AMC does well in all fund categories.

 

HOW TO SELECT BEST WHITEOAK CAPITAL MUTUAL FUND?

Here are the ways to select the best white oak mutual fund:

  • Set clear investment goals, then devise a strategy to achieve them.
  • Assess your risk tolerance being prepared to adjust them if necessary.
  • Diversify your investments across multiple industries to lower overall risk.
  • Assess available funds, review their performance, and choose wisely.
  • Monitor your assets closely and make necessary adjustments as needed.
  • Given market volatility, seeking professional financial advice is wise.

To sum up, before investing in a mutual fund keep these points in mind and use an easy and simple SIP calculator to analyze your fund returns

 

HOW TO INVEST IN WHITEOAK CAPITAL FUND SCHEMES VIA MYSIPONLINE?

Investing in White Oak Capital mutual funds offers various convenient avenues, with mysiponline.com standing out for its user-friendly approach:

  • Visit mysiponline.com for top mutual funds from White Oak Capital.
  • Register for a free account, enter profile details, select preferred fund.
  • Complete your profile with a quick and paperless KYC process.
  • Explore and add selected mutual funds to your cart for investment.
  • Confirm your payment and await confirmation of your investment.
  • Monitor your investments through your mysiponline.com account

 

In conclusion, if you pick the correct platform and do Online SIP, you can generate an investment in a hassle-free and simple manner.

 

WHAT IS THE TAXATION ON WHITEOAK CAPITAL MUTUAL FUND?

The taxation of White Oak Capital mutual funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.

Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.

Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

Frequently Asked Questions

Can I invest for a very short-term duration in WhiteOak Capital Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. WOC Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different WOC mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in WOC Funds online tax-free?

No, all SIPs in WOC MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., WOC Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of WhiteOak Capital Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

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