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WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund is a very significant player in India's financial landscape. Established on April 21, 2017, the fund house manages impressive assets totalling ₹14,440.37 crores.
The fund offers a comprehensive portfolio of 17 mutual funds. These schemes are strategically diversified across equity, hybrid, and debt segments. Founded by Prashant Khemka, WhiteOak Capital Group has positioned its mutual fund arm as a reliable investment platform. Despite fluctuating rankings, the fund is recognized for its robust performance and strategic investment approach, attracting investors seeking growth and financial stability.
WhiteOak Capital Mutual Fund is a very significant player in India's financial landscape. Established on April 21, 2017, the fund house manages impressive assets totalling ₹14,440.37 crores.
The fund offers a comprehensive portfolio of 17 mutual funds. These schemes are strategically diversified across equity, hybrid, and debt segments. Founded by Prashant Khemka, WhiteOak Capital Group has positioned its mutual fund arm as a reliable investment platform. Despite fluctuating rankings, the fund is recognized for its robust performance and strategic investment approach, attracting investors seeking growth and financial stability.
WhiteOak Capital Banking & Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
20.71%Min. Invest
₹500
AUM
₹523.06 Cr
WhiteOak Capital Multi Asset Allocation-Dir (G)
Equity | Multi Asset Allocation
1Y returns
19.86%Min. Invest
₹500
AUM
₹4,530.34 Cr
WhiteOak Capital Special Opportunities Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
17.76%Min. Invest
₹500
AUM
₹1,274.61 Cr
WhiteOak Capital Mid Cap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
15.88%Min. Invest
₹500
AUM
₹4,075.13 Cr
WhiteOak Capital Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
15.21%Min. Invest
₹500
AUM
₹2,638.72 Cr
WhiteOak Capital Large & Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
14.19%Min. Invest
₹500
AUM
₹1,958.86 Cr
WhiteOak Capital Digital Bharat Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
14.03%Min. Invest
₹500
AUM
₹407.61 Cr
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
13.42%Min. Invest
₹500
AUM
₹480.08 Cr
WhiteOak Capital Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
12.76%Min. Invest
₹500
AUM
₹6,481.36 Cr
WhiteOak Capital Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
12.46%Min. Invest
₹500
AUM
₹1,103.81 Cr
WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
12.35%Min. Invest
₹500
AUM
₹71.09 Cr
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
12.35%Min. Invest
₹500
AUM
₹437.92 Cr
WhiteOak Capital Balanced Advantage Fund - Dir (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
11.95%Min. Invest
₹500
AUM
₹2,015.14 Cr
WhiteOak Capital Balanced Hybrid Fund - Direct (G)
Equity | Balanced Hybrid Fund
1Y returns
11.25%Min. Invest
₹500
AUM
₹248.31 Cr
WhiteOak Capital Arbitrage Fund - Direct (G)
Equity | Arbitrage Fund
1Y returns
7.37%Min. Invest
₹500
AUM
₹735.66 Cr
WhiteOak Capital Ultra Short Duration Fund-Dir (G)
Equity | Ultra Short Duration Fund
1Y returns
7.17%Min. Invest
₹500
AUM
₹530.99 Cr
WhiteOak Capital Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.62%Min. Invest
₹500
AUM
₹536.63 Cr
WhiteOak Capital Quality Equity Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
%Min. Invest
₹500
AUM
₹645.81 Cr
WhiteOak Capital Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
%Min. Invest
₹500
AUM
₹193.22 Cr
About WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund has distinguished itself in the Indian investment landscape through a combination of strategic approaches and exceptional management expertise. The fund's success stems from a meticulously crafted investment strategy that goes beyond conventional market approaches.
At the core of WhiteOak Capital's performance is its disciplined, bottom-up stock selection process. By carefully identifying high-quality companies with robust growth potential, the fund ensures a resilient and strategically positioned portfolio. This approach allows the fund to navigate market complexities with precision, capitalizing on emerging opportunities while maintaining a disciplined risk management framework that protects investor interests during volatile market conditions.
The fund's leadership, spearheaded by Prashant Khemka, represents a critical differentiator. The management team comprises seasoned professionals with comprehensive sector expertise and deep market insights. Their collective experience enables nuanced decision-making, transforming market challenges into strategic investment opportunities. This intellectual capital allows WhiteOak Capital to develop sophisticated investment strategies that consistently deliver impressive returns.
Transparency stands as another pillar of the fund's success. WhiteOak Capital distinguishes itself by maintaining open communication with investors and regularly publishing detailed performance reports and strategic insights. This commitment to investor education builds trust and provides stakeholders with a clear understanding of their investment trajectory. By demystifying investment processes, the fund empowers investors to make informed financial decisions.
The fund's product diversity represents a significant strength. WhiteOak Capital offers a comprehensive range of mutual fund schemes that cater to varied investor profiles and risk appetites. From aggressive equity-focused schemes to more conservative hybrid and debt options, the fund ensures investors can find solutions aligned with their unique financial objectives. This versatility demonstrates the fund's sophisticated understanding of diverse investor needs.
The strategic combination of disciplined investment approaches and diverse investment options make WhiteOak Capital a formidable player in the Indian mutual fund industry. Plus, they continuously adapt to market dynamics while maintaining a core commitment to investor interests. This is how the fund has established itself as a trusted partner for those seeking sustainable financial growth.
As the Indian financial landscape continues evolving, WhiteOak Capital remains well-positioned to leverage emerging opportunities. Its proven track record, coupled with a forward-looking approach, suggests the fund will continue to be a preferred choice for investors seeking sophisticated, reliable investment solutions that balance growth potential with prudent risk management.
How to Invest in WhiteOak Capital Mutual Fund?
WhiteOak Capital Mutual Fund offers investors a compelling opportunity for financial growth through its strategic investment approach. The fund's robust performance is underpinned by a disciplined stock selection process and an experienced management team led by Prashant Khemka.
Investors can benefit from the fund's diverse range of schemes catering to different risk profiles. With a proven track record of delivering consistent returns, WhiteOak Capital provides a reliable investment vehicle for those seeking long-term wealth creation.
The fund's transparent operations and comprehensive risk management strategies further enhance its attractiveness as a sound investment choice.
Here are some effective steps you need to take to begin your investment process.
Step 1: Login/Registration
Quickly create an account by entering essential personal information securely. Use robust authentication methods to protect user data and ensure a smooth onboarding experience.
Step 2: Digital Identity Verification
Leverage Digilocker's seamless platform for instant electronic identity validation. Link Aadhaar or PAN digitally, eliminating physical document requirements and streamlining the verification process.
Step 3: Risk Profile Assessment
Complete a targeted questionnaire to determine individual risk tolerance. Classify investment approach as low, medium, or high based on personal financial objectives and comfort with market volatility.
Step 4: Scheme Selection
Navigate WhiteOak Capital's 17 diverse mutual fund schemes. Evaluate performance metrics, fund objectives, and alignment with personal investment goals to make an informed selection.
Step 5: Investment Mode
Decide between a lump sum investment or a systematic investment plan (SIP). Lump sum allows one-time substantial investment, while SIP enables disciplined, periodic investment at predetermined intervals.
Step 6: SIP Configuration
Leverage unique same-day SIP activation feature. Select investment frequency, date, and amount instantly. Doing so provides unprecedented flexibility in investment scheduling and immediate fund allocation.
Your Torus account will reflect the WhiteOak Capital Mutual Fund in India you have invested in within 3 to 4 working days.
Top 10 WhiteOak Capital Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
WhiteOak Capital Banking & Financial Services Fund-Dir (G) Sectoral / Thematic | Equity | 20.71% | ₹500 | ₹523.06 | |
WhiteOak Capital Multi Asset Allocation-Dir (G) Multi Asset Allocation | Hybrid | 19.86% | ₹500 | ₹4,530.34 | |
WhiteOak Capital Special Opportunities Fund-Dir (G) Sectoral / Thematic | Equity | 17.76% | ₹500 | ₹1,274.61 | |
WhiteOak Capital Mid Cap Fund - Direct (G) Mid Cap Fund | Equity | 15.88% | ₹500 | ₹4,075.13 | |
WhiteOak Capital Multi Cap Fund - Direct (G) Multi Cap Fund | Equity | 15.21% | ₹500 | ₹2,638.72 | |
WhiteOak Capital Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund | Equity | 14.19% | ₹500 | ₹1,958.86 | |
WhiteOak Capital Digital Bharat Fund - Direct (G) Sectoral / Thematic | Equity | 14.03% | ₹500 | ₹407.61 | |
WhiteOak Capital Pharma and Healthcare Fund-Dir (G) Sectoral / Thematic | Equity | 13.42% | ₹500 | ₹480.08 | |
WhiteOak Capital Flexi Cap Fund - Direct (G) Flexi Cap Fund | Equity | 12.76% | ₹500 | ₹6,481.36 | |
WhiteOak Capital Large Cap Fund - Direct (G) Large Cap Fund | Equity | 12.46% | ₹500 | ₹1,103.81 | |
Top 10 WhiteOak Capital Mutual Fund
WhiteOak Capital Banking & Financial Services Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
20.71%Min. Invest
₹500
AUM
₹523.06 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 20.71%, 18.04%, and 18.04%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Multi Asset Allocation-Dir (G)
Equity | Multi Asset Allocation
1Y returns
19.86%Min. Invest
₹500
AUM
₹4,530.34 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 19.86%, 19.09%, and 19.09%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Special Opportunities Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
17.76%Min. Invest
₹500
AUM
₹1,274.61 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 17.76%, 25.10%, and 25.10%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Mid Cap Fund - Direct (G)
Equity | Mid Cap Fund
1Y returns
15.88%Min. Invest
₹500
AUM
₹4,075.13 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.88%, 28.56%, and 27.17%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Multi Cap Fund - Direct (G)
Equity | Multi Cap Fund
1Y returns
15.21%Min. Invest
₹500
AUM
₹2,638.72 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.21%, 25.73%, and 25.73%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Large & Mid Cap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
14.19%Min. Invest
₹500
AUM
₹1,958.86 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.19%, 20.01%, and 20.01%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Digital Bharat Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
14.03%Min. Invest
₹500
AUM
₹407.61 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 14.03%, 9.44%, and 9.44%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Pharma and Healthcare Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
13.42%Min. Invest
₹500
AUM
₹480.08 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.42%, 24.01%, and 24.01%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
12.76%Min. Invest
₹500
AUM
₹6,481.36 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.76%, 21.33%, and 21.46%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Large Cap Fund - Direct (G)
Equity | Large Cap Fund
1Y returns
12.46%Min. Invest
₹500
AUM
₹1,103.81 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.46%, 17.66%, and 17.66%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G)
Equity | Sectoral / Thematic
1Y returns
12.35%Min. Invest
₹500
AUM
₹71.09 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.35%, 9.41%, and 9.41%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital ELSS Tax Saver Fund - Direct (G)
Equity | ELSS
1Y returns
12.35%Min. Invest
₹500
AUM
₹437.92 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.35%, 23.02%, and 23.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
WhiteOak Capital Balanced Advantage Fund - Dir (G)
Equity | Dynamic Asset Allocation or Balanced Advantage
1Y returns
11.95%Min. Invest
₹500
AUM
₹2,015.14 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.95%, 16.94%, and 16.94%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Balanced Hybrid Fund - Direct (G)
Equity | Balanced Hybrid Fund
1Y returns
11.25%Min. Invest
₹500
AUM
₹248.31 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.25%, 16.76%, and 16.76%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Arbitrage Fund - Direct (G)
Equity | Arbitrage Fund
1Y returns
7.37%Min. Invest
₹500
AUM
₹735.66 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.37%, 7.34%, and 7.34%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Ultra Short Duration Fund-Dir (G)
Equity | Ultra Short Duration Fund
1Y returns
7.17%Min. Invest
₹500
AUM
₹530.99 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.17%, 7.20%, and 6.03%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
WhiteOak Capital Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.62%Min. Invest
₹500
AUM
₹536.63 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.62%, 6.95%, and 5.58%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
WhiteOak Capital Quality Equity Fund - Direct (G)
Equity | Sectoral / Thematic
1Y returns
%Min. Invest
₹500
AUM
₹645.81 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.32%, 9.32%, and 9.32%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
WhiteOak Capital Equity Savings Fund - Direct (G)
Equity | Equity Savings
1Y returns
%Min. Invest
₹500
AUM
₹193.22 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.06%, 13.06%, and 13.06%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.
FAQ’s
How to Start WhiteOak Capital Mutual Fund SIP Online?
Log in or register on Torus Digital or the WhiteOak Capital Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate WhiteOak Capital Mutual Fund SIP?
Use our WhiteOak Capital SIP Calculator and WhiteOak Capital Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.
How to Redeem WhiteOak Capital Mutual Fund?
Log in to your account on Torus Digital or the WhiteOak Capital Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem WhiteOak Capital Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in WhiteOak Capital Mutual Fund?
WhiteOak Capital Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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