Fund Name | NAV | Expenses Ratio | 1y Return | 3Y Returns | Risk | Fund Size (in Cr) | |
|---|---|---|---|---|---|---|---|
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 |
Ramesh Mantri
Fund Manager since Aug 2023 (3 years)
Dheeresh Pathak
Fund Manager since Jul 2024 (2 years)
Trupti Agrawal
Fund Manager since Mar 2024 (2 years)
Piyush Baranwal
Fund Manager since Aug 2023 (3 years)
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.
| Name | AUM | CAGR 3Y | Expense Ratio | Absolute Returns - 1Y |
| WOC Mid Cap Fund | 4447.54 | 27.40 | 0.54 | 21.00 |
| WOC ELSS Tax Saver Fund | 437.94 | 22.33 | 0.67 | 13.06 |
| WOC Flexi Cap Fund | 7093.33 | 21.23 | 0.51 | 14.88 |
| WOC Large Cap Fund | 1142.03 | 19.97 | 0.61 | 16.63 |
| WOC Ultra Short Duration Fund | 550.33 | 7.08 | 0.51 | 6.64 |
| WOC Liquid Fund | 605.69 | 6.91 | 0.20 | 6.32 |
The above-mentioned schemes have been sorted as of Feb 13, 2026, and sorted based on 3Y CAGR.
WhiteOak Capital Mid Cap Fund aims to invest in good businesses at attractive valuations with a minimum exposure of 65% to mid-cap stocks. The scheme is managed by Trupti Agrawal, Piyush Baranwal and Ramesh Mantri.
WOC ELSS Tax Saver Fund falls under ELSS equity category, managed by Piyush Baranwal, Trupti Agrawal, Dheeresh Pathak and Ashish Agrawal. The scheme aims to long-term capital growth with Section 80C tax benefits via diversified equity, featuring a 3-year lock-in. Ideal for tax-saving with equity exposure.
WOC Flexi Cap Fund is a flexi-cap equity fund managed by Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Dheeresh Pathak and Ashish Agrawal. The scheme aims capital appreciation by dynamically allocating across large, mid, and small-cap stocks based on opportunities.
WOC Large Cap Fund is a large-cap equity scheme, managed by Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Dheeresh Pathak and Ashish Agrawal. The scheme focuses on long-term growth by investing at least 80% in top large-cap stocks for stability.
WOC Ultra Short Duration Fund belongs to ultra-short duration debt category, managed by Piyush Baranwal. The scheme targets generating reasonable returns with low volatility in the short-term.
WOC Liquid Fund is a liquid debt fund managed by Piyush Baranwal. The scheme aims to derive decent returns with low volatility in the short-term.
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.
