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White Oak Capital Asset Management Limited forms a crucial component of White Oak Capital Group, a widely respected asset management conglomerate established by Mr Prashant Khemka, a distinguished investment expert boasting an outstanding track record spanning more than two decades.
The group maintains dedicated investment research teams stationed in India, Singapore, and Spain and also maintains sales and distribution offices in Switzerland, the United Arab Emirates, and the United Kingdom. The team leading the Asset Management Company (AMC) in India is composed of seasoned professionals with extensive backgrounds in the Financial Services sector, under the guidance of Mr Aashish P. Somaiyaa, the CEO, who brings over two decades of expertise in the asset management industry.
The AMC has established a widespread presence in more than 50 cities, offering a diverse selection of 9 funds to address the varied needs of investors. This basket includes 5 Equity funds, 2 Hybrid funds, and 2 Debt funds, catering to a wide spectrum of investor preferences.
White Oak Capital Mutual Fund manages an Asset Under Management (AUM) of ₹4,345 crore, as of August 2023, while maintaining a global client base. This clientele encompasses sovereign wealth funds, pension plans, and endowments, as well as individuals and family offices seeking to invest in the Indian market. Their investments are channelled through a combination of separately managed accounts and investment funds.
| Founding date | June 2017 |
| AMC Incorporation date | April 21, 2018 |
| Headquarters in | Mumbai |
| Name of the sponsors | GPL Finance and Investments Private Limited |
| Trustee organisation | WhiteOak Capital Trustee Limited |
| MD and CEO | Mr Aashish P Somaiya |
| Chief Investment Officer | Mr Ramesh Mantri |
| Compliance Officer | Mr Prannav Shah and Mr Vikas Pandya |
PB
Piyush Baranwal
Fund Manager since May 2019 (4 years)
RM
Ramesh Mantri
Fund Manager since Aug 2023 (8 months)
TA
Trupti Agrawal
Fund Manager since Jan 2024 (3 months)
Investing in WhiteOak Capital Mutual Funds can be a straightforward process through your Angel One account. To get started, follow these easy steps:
Step 1: Log into your Angel One account. Enter your mobile number, validate the OTP (One Time Password), and then provide your MPIN.
Note: If you don’t already have an account with Angel One, it’s simple to open a Demat account in just a few minutes. You’ll need to submit the necessary documents for account setup.
Step 2: Determine which WhiteOak Capital Mutual Fund aligns with your financial goals and risk tolerance. You can access comprehensive information about each fund via the Angel One app. Factors to consider during this stage include:
Step 3: Once you’ve made your fund selections, access your Angel One account and navigate to the Mutual Funds section to locate the chosen fund. Given that this is potentially a long-term investment, exercise caution when selecting.
When it comes to evaluating the best WhiteOak Capital Mutual Funds, you can consider returns and risks as the primary metrics. However, there are other factors, such as AUM, volatility, and tracking error, that give you deeper insights into a fund’s performance. So be sure to consider these as well.
| Name | Sub Category | AUM (₹ in crore) | Minimum Investment(₹) | Absolute Return 6M (%) | Absolute Return 1Y (%) |
| WhiteOak Capital Mid Cap Fund | Mid Cap Fund | 1067.71 | 100 | 30.36 | 29.18 |
| WhiteOak Capital Tax Saver Fund | Equity Linked Savings Scheme (ELSS) | 86.52 | 500 | 22.89 | 0 |
| WhiteOak Capital Flexi Cap Fund | Flexi Cap Fund | 2179.68 | 500 | 22.85 | 22.99 |
| WhiteOak Capital Large Cap Fund | Large Cap Fund | 344.62 | 500 | 15.04 | 0 |
| WhiteOak Capital Balanced Advantage Fund | Balanced Advantage Fund | 644.81 | 100 | 11.38 | 0 |
| WhiteOak Capital Ultra Short Term Fund | Ultra Short Duration Fund | 216.08 | 500 | 3.44 | 7.02 |
| WhiteOak Capital Liquid Fund | Liquid Fund | 174.66 | 500 | 3.37 | 6.81 |
**All data as of October 4, 2023.
Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past three years.
Note: Funds with no CAGR have not crossed the time threshold yet.
WhiteOak Capital Mid Cap Fund falls under the category of Mid Cap Funds, managing assets worth ₹1,067.71 crore. The minimum lump sum investment required for this fund is ₹100. Over the past year, it has shown impressive absolute returns of 29.18%, and in the last 6 months, it has continued its strong performance with returns of 30.36%. The expense ratio for this fund is relatively low at 0.48%.
WhiteOak Capital Tax Saver Fund belongs to the Equity Linked Savings Scheme (ELSS) category and manages assets totalling ₹86.52 crore. Investors need a minimum lump sum investment of ₹500 to participate in this fund. While it hasn’t shown any absolute returns over the past year, it has demonstrated solid returns of 22.89% in the last 6 months. The expense ratio for this fund is 0.64%.
WhiteOak Capital Flexi Cap Fund is classified as a Flexi Cap Fund and has assets under management (AUM) of 2,179.68 crore. The minimum lump sum investment required is ₹500. Over the past year, it has delivered returns of 22.99%, and in the last 6 months, it has maintained a steady performance with returns of 22.85%. The expense ratio for this fund is 0.43%.
WhiteOak Capital Large Cap Fund falls in the Large Cap Fund category, managing assets worth ₹344.62 crore. A minimum lump sum investment of ₹500 is needed to invest in this fund. It hasn’t shown any returns over the past year but has delivered returns of 15.04% in the last 6 months. The expense ratio for this fund is 0.66%.
WhiteOak Capital Balanced Advantage Fund is categorized as a Balanced Advantage Fund and manages assets totalling ₹644.81 crore. The minimum lump sum investment for this fund is ₹100. It hasn’t shown any returns over the past year, but it has demonstrated returns of 11.38% in the last 6 months. The expense ratio for this fund is 0.68%.
WhiteOak Capital Ultra Short Term Fund falls under the Ultra Short Duration Fund category and manages assets worth ₹216.08 crore. The minimum lump sum investment required is ₹500. Over the past year, it has delivered returns of 7.02%, and in the last 6 months, it has shown returns of 3.44%. The expense ratio for this fund is 0.32%.
WhiteOak Capital Liquid Fund is a Liquid Fund with assets under management (AUM) of ₹174.66 crore. The minimum lump sum investment for this fund is ₹500. Over the past year, it has delivered returns of 6.81%, and in the last 6 months, it has shown returns of 3.37%. The expense ratio for this fund is 0.26%.
You can do this in three ways by visiting https://www.angelone.in/mutual-funds, the Angel One App or the AMC’s official website.
Getting the WhiteOak Capital Mutual Fund account statement is simple. Head to the Mutual Funds section in the Angel One App or visit https://www.angelone.in/mutual-funds. Alternatively, you can get the statement by visiting the AMC’s official website.
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