Key information
  • Funds Offered

    14
  • AUM

  • Highest Return

    5.21%

WhiteOak Capital Mutual Fund

WhiteOak Capital Asset Management Limited is part of White Oak Capital Group, a globally trusted asset management group founded by Mr. Prashant Khemka, an investment professional with an enviable track record spanning over two decades. The group has investment research teams based in India, Singapore, Spain and additional sales and distribution offices in Switzerland, UAE and the UK. The India AMC team comprises seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO, who brings 20+ years of experience in the asset management industry. The AMC has an on-ground presence in over 50 cities and a basket of Equity, Hybrid, and Debt funds to cater to various investor needs.

Key information
  • Funds Offered

    14
  • AUM

  • Highest Return

    5.21%
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WhiteOak Capital Liquid Reg-G

0 Morning Star

2 Value Research

0.71 %

0 Morning Star

2 Value Research

NAV

1295.64

1M Returns

0.71%

1Y Returns

7.11%

3Y Returns

5.21%

Min. Investment

Rs.500.0

Fund Size

Rs.247.29 Cr

Fund Manager

Piyush Baranwal

Low to Moderate Debt G
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NAV

1295.64

Min Investment

₹500.0

Fund Size

₹247.29 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Ultra Short Duration Reg-G

2 Morning Star

3 Value Research

0.69 %

2 Morning Star

3 Value Research

NAV

1258.2

1M Returns

0.69%

1Y Returns

6.58%

3Y Returns

4.99%

Min. Investment

Rs.500.0

Fund Size

Rs.277.76 Cr

Fund Manager

Piyush Baranwal

Low to Moderate Debt G
More

NAV

1258.2

Min Investment

₹500.0

Fund Size

₹277.76 cr

Fund Manager

Piyush Baranwal

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InActive_WhiteOak Capital Flexi Cap Fund Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

-

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.- Cr

Fund Manager

-

- Equity G
More

NAV

-

Min Investment

₹500.0

Fund Size

₹- cr

Fund Manager

-

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WhiteOak Capital Flexi Cap Reg-G

0 Morning Star

0 Value Research

3.56 %

0 Morning Star

0 Value Research

NAV

14.48

1M Returns

3.56%

1Y Returns

42.26%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.3237.34 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

14.48

Min Investment

₹100.0

Fund Size

₹3237.34 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Mid Cap Reg-G

0 Morning Star

0 Value Research

5.35 %

0 Morning Star

0 Value Research

NAV

15.34

1M Returns

5.35%

1Y Returns

55.43%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1658.04 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

15.34

Min Investment

₹100.0

Fund Size

₹1658.04 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital ELSS Tax Saver Reg-G

0 Morning Star

0 Value Research

4.33 %

0 Morning Star

0 Value Research

NAV

14.3

1M Returns

4.33%

1Y Returns

44.46%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.192.91 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

14.3

Min Investment

₹500.0

Fund Size

₹192.91 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Large Cap Reg-G

0 Morning Star

0 Value Research

3.47 %

0 Morning Star

0 Value Research

NAV

12.69

1M Returns

3.47%

1Y Returns

36.87%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.441.31 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

12.69

Min Investment

₹100.0

Fund Size

₹441.31 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Balanced Advantage Reg-G

0 Morning Star

0 Value Research

2.19 %

0 Morning Star

0 Value Research

NAV

12.29

1M Returns

2.19%

1Y Returns

22.59%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.911.63 Cr

Fund Manager

Piyush Baranwal

Very High Hybrid G
More

NAV

12.29

Min Investment

₹100.0

Fund Size

₹911.63 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Multi Asset Allocation Reg-G

0 Morning Star

0 Value Research

2.38 %

0 Morning Star

0 Value Research

NAV

11.71

1M Returns

2.38%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.393.41 Cr

Fund Manager

Piyush Baranwal

High Hybrid G
More

NAV

11.71

Min Investment

₹100.0

Fund Size

₹393.41 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Multi Cap Reg-G

0 Morning Star

0 Value Research

4.6 %

0 Morning Star

0 Value Research

NAV

12.22

1M Returns

4.6%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.780.6 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

12.22

Min Investment

₹100.0

Fund Size

₹780.6 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Balanced Hybrid Reg-G

0 Morning Star

0 Value Research

2.0 %

0 Morning Star

0 Value Research

NAV

11.25

1M Returns

2.0%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.100.99 Cr

Fund Manager

Piyush Baranwal

Very High Hybrid G
More

NAV

11.25

Min Investment

₹100.0

Fund Size

₹100.99 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Large & Mid Cap Reg-G

0 Morning Star

0 Value Research

4.21 %

0 Morning Star

0 Value Research

NAV

10.96

1M Returns

4.21%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.1058.06 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

10.96

Min Investment

₹100.0

Fund Size

₹1058.06 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Banking & Financial Services Reg-G

0 Morning Star

0 Value Research

3.55 %

0 Morning Star

0 Value Research

NAV

10.06

1M Returns

3.55%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.138.85 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

10.06

Min Investment

₹100.0

Fund Size

₹138.85 cr

Fund Manager

Piyush Baranwal

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WhiteOak Capital Pharma and Healthcare Reg-G

0 Morning Star

0 Value Research

1.68 %

0 Morning Star

0 Value Research

NAV

10.02

1M Returns

1.68%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.100.0

Fund Size

Rs.108.61 Cr

Fund Manager

Piyush Baranwal

Very High Equity G
More

NAV

10.02

Min Investment

₹100.0

Fund Size

₹108.61 cr

Fund Manager

Piyush Baranwal

ADD to watchlist

WhiteOak Capital Overnight Fund Reg-G

0 Morning Star

0 Value Research

-%

0 Morning Star

0 Value Research

NAV

1128.69

1M Returns

-%

1Y Returns

-%

3Y Returns

-%

Min. Investment

Rs.500.0

Fund Size

Rs.14.23 Cr

Fund Manager

Piyush Baranwal

Low Debt G
More

NAV

1128.69

Min Investment

₹500.0

Fund Size

₹14.23 cr

Fund Manager

Piyush Baranwal

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