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WhiteOak Capital Mutual Fund
Check list of all schemes, latest NAV, Returns and other important information
- Total Funds 47
- Average annual returns 15.67%
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.
More-
Launched in
03-Jul-2018
-
AMC Age
6 Years
-
Website
https://mf.whiteoakamc.com -
Email Address
customerservice@whiteoakamc.com
Top Performing WhiteOak Capital Mutual Fund in India for High Return
|
|
Lumpsum 3Y P.a
6.01%
|
SIP 3Y P.a.
6.72%
|
Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest | |
|
|
Lumpsum 3Y P.a
5.56%
|
SIP 3Y P.a.
6.28%
|
Return Vs Category
Low |
Risk Vs Category
Above Average |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
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Return Vs Category
Low |
Risk Vs Category
Average |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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Lumpsum 3Y P.a
-
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SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
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Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
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|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest | |
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Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
Low |
Invest | |
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|
Lumpsum 3Y P.a
-
|
SIP 3Y P.a.
-
|
Return Vs Category
Low |
Risk Vs Category
High |
Invest |
Short Term
Long Term
SIP
Rolling Term
|
1 Week
0.13%
|
1 Month
0.58%
|
3 Months
1.74%
|
6 Months
3.52%
|
1 Year
7.27%
|
Invest | ||
|
1 Week
0.1%
|
1 Month
0.58%
|
3 Months
1.68%
|
6 Months
3.4%
|
1 Year
6.83%
|
Invest | ||
|
1 Week
1.05%
|
1 Month
-4.91%
|
3 Months
-0.73%
|
6 Months
12.99%
|
1 Year
35.3%
|
Invest | ||
|
1 Week
0.8%
|
1 Month
-4.76%
|
3 Months
0.28%
|
6 Months
11.48%
|
1 Year
33.82%
|
Invest | ||
|
1 Week
0.49%
|
1 Month
-5.19%
|
3 Months
-1.48%
|
6 Months
9.54%
|
1 Year
28.38%
|
Invest | ||
|
1 Week
0.44%
|
1 Month
-4.46%
|
3 Months
-2.38%
|
6 Months
7.41%
|
1 Year
30.36%
|
Invest | ||
|
1 Week
0.37%
|
1 Month
-2.3%
|
3 Months
-0.37%
|
6 Months
7.28%
|
1 Year
20.01%
|
Invest | ||
|
1 Week
0.41%
|
1 Month
-1.32%
|
3 Months
2.24%
|
6 Months
6.92%
|
1 Year
20.12%
|
Invest | ||
|
1 Week
0.83%
|
1 Month
-4.85%
|
3 Months
-0.46%
|
6 Months
11.14%
|
1 Year
33.01%
|
Invest | ||
|
1 Week
0.27%
|
1 Month
-2.82%
|
3 Months
-0.78%
|
6 Months
6.65%
|
1 Year
18.71%
|
Invest |
|
2 Years
7.01%
|
3 Years
6.01%
|
5 Years
4.96%
|
Annual Rt
5.15%
|
Invest | ||
|
2 Years
6.61%
|
3 Years
5.56%
|
5 Years
4.88%
|
Annual Rt
4.93%
|
Invest | ||
|
2 Years
33.77%
|
3 Years
-
|
5 Years
-
|
Annual Rt
36%
|
Invest | ||
|
2 Years
26.74%
|
3 Years
-
|
5 Years
-
|
Annual Rt
31.3%
|
Invest | ||
|
2 Years
24.1%
|
3 Years
-
|
5 Years
-
|
Annual Rt
28.31%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
24.48%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
22.38%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
19.23%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
42.62%
|
Invest | ||
|
2 Years
-
|
3 Years
-
|
5 Years
-
|
Annual Rt
23.76%
|
Invest |
|
1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
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Invest | ||
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1 Year
-
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2 Years
-
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3 Years
-
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5 Years
-
|
Invest |
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
|
Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
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5 Years
0%
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Invest | ||
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1 Year
0%
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3 Years
0%
|
5 Years
0%
|
Invest |
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
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Standard Deviation
-
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Alpha
-
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Beta
-
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Sharpe Ratio
-
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Invest | ||
|
Standard Deviation
-
|
Alpha
-
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Beta
-
|
Sharpe Ratio
-
|
Invest |
|
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 |
|
Latest NAV
1347.5603(20-11-2024)
|
Previous NAV
1347.05(2024-11-18)
|
NAV Change
0%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
1306.0706(19-11-2024)
|
Previous NAV
1305.89(2024-11-18)
|
NAV Change
0.0138296%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
18.002(19-11-2024)
|
Previous NAV
17.885(2024-11-18)
|
NAV Change
0.654179%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
16.443(19-11-2024)
|
Previous NAV
16.375(2024-11-18)
|
NAV Change
0.415267%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
16.245(19-11-2024)
|
Previous NAV
16.167(2024-11-18)
|
NAV Change
0.482464%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.954(19-11-2024)
|
Previous NAV
13.912(2024-11-18)
|
NAV Change
0.301898%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.405(19-11-2024)
|
Previous NAV
13.366(2024-11-18)
|
NAV Change
0.291785%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
12.750(19-11-2024)
|
Previous NAV
12.706(2024-11-18)
|
NAV Change
0.346293%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
13.967(19-11-2024)
|
Previous NAV
13.901(2024-11-18)
|
NAV Change
0.474786%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest | ||
|
Latest NAV
12.182(19-11-2024)
|
Previous NAV
12.149(2024-11-18)
|
NAV Change
0.271627%
|
52- Week High NAV
-
|
52- Week Low NAV
-
|
Invest |
WhiteOak Capital Mutual Fund Funds Return Calculator
Historical Returns
Future Value
Invested Amt.
+Net Profit
=Total Wealth
- Invested Amount
- Estimated Returns
- Invested Amount ₹43,855
- Interest Earned ₹6,145
Explore Other Popular Calculators
WhiteOak Capital Large Cap Fund Regular Plan Growth
3Y Returns 0%
VS
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns 18.29%
WhiteOak Capital Pharma and Healthcare Fund-Reg (G)
3Y Returns 0%
VS
Sundaram Multi Asset Allocation Fund-Reg (G)
3Y Returns 0%
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
3Y Returns 5.56%
VS
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns 6.04%
WhiteOak Capital Banking & Financial Services Fund-Reg (G)
3Y Returns 0%
VS
Sundaram Financial Services Opportunities Fund Regular Plan - Growth
3Y Returns 15.2%
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.
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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.
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List of all Fund Managers
 
Â
Top 5 White Oak Capital Mutual Funds
 
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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.
Â
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
Â
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
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In conclusion, if you pick the correct platform and do Online SIP, you can generate an investment in a hassle-free and simple manner.
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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):Â Taxed at a flat rate of 15% if units are sold within one year of purchase.
Long-term Capital Gains (LTCG):Â 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?
What are the different WOC mutual funds available?
What is the advantage of investing in amc Funds?
Are all SIPs in WOC Funds online tax-free?
How to analyse the performance of WhiteOak Capital Mutual Fund?
Why do I need a financial adviser?
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