White Oak AMC, founded by Prashant Khemka in June 2017, is an investment management and advisory firm focused on building a performance-oriented organization with a strong investment culture. Over the past three years, White Oak has attracted significant Foreign Portfolio Investment inflows into India. The firm operates globally, with offices in India, Singapore, Mauritius, the UK, and Switzerland. As of March 31, 2024, White Oak group entities manage assets worth ₹8,794.84 crore, serving a diverse clientele including sovereign wealth funds, pension funds, endowments, individuals, and family offices. These clients invest in India through a mix of separately managed accounts and investment funds. White Oak follows key principles in its operations, with research teams based in India and Singapore, and sales and distribution hubs in Switzerland and the UK. Prashant Khemka, the former CIO of Goldman Sachs Asset Management's India Equity and Global Emerging Markets Equity divisions, established White Oak Capital.
Fund Name
Rating
1Y Return
3Y Return
Fund Size (in Cr)
WhiteOak Capital Ultra Short Duration Fund Direct Growth
3
7.47%
6.38%
₹315.67 Cr
WhiteOak Capital Liquid Fund Direct Growth
NA
7.35%
6.32%
₹298.34 Cr
WhiteOak Capital Multi Cap Fund Direct Growth
NA
29.33%
-
₹1397.91 Cr
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Growth
NA
-
-
₹59.34 Cr
WhiteOak Capital Flexi Cap Fund Direct Growth
NA
24.81%
-
₹4325.97 Cr
WhiteOak Capital Banking & Financial Services Fund Direct Growth
NA
-
-
₹301.91 Cr
Whiteoak Capital Large & Mid Cap Fund Direct Growth
NA
25.85%
-
₹1537.53 Cr
WhiteOak Capital ELSS Tax Saver Fund Direct Growth
NA
29.69%
-
₹308.52 Cr
WhiteOak Capital Digital Bharat Fund Direct Growth
NA
-
-
₹278.17 Cr
WhiteOak Capital Balanced Advantage Fund Direct Growth
NA
18.45%
-
₹1272.64 Cr
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
NA
19.64%
-
₹1053.44 Cr
WhiteOak Capital Special Opportunities Fund Direct Growth
NA
-
-
₹672.12 Cr
WhiteOak Capital Mid Cap Fund Direct Growth
NA
33.61%
-
₹2676.24 Cr
WhiteOak Capital Pharma and Healthcare Fund Direct Growth
NA
-
-
₹254.08 Cr
WhiteOak Capital Arbitrage Fund Direct Growth
NA
-
-
₹133.88 Cr
WhiteOak Capital Large Cap Fund Direct Growth
NA
22.00%
-
₹661.36 Cr
WhiteOak Capital Balanced Hybrid Fund Direct Growth
NA
16.86%
-
₹154.05 Cr
Mutual fund name
White Oak Capital Mutual Fund
Asset Management Company Name
WhiteOak Capital Asset Management Limited
AMC Setup Date
3 July 2018
AMC Incorporation Date
21 April 2017
Sponsor Name
GPL Finance and Investments Private Limited
Trustee Organisation
WhiteOak Capital Trustee Limited
CIO
Mr Ramesh Mantri
MD & CEO
Mr Aashish P Somaiya
Compliance Officer
Mr Prannav Shah and Mr Vikas Pandya
To invest in whiteoak capital mutual funds Mutual Funds through the Lemonn App, you can follow these general steps:
Step 1 : Download the Lemonn App
If you haven't already, download the Lemonn App from the Google Play Store or Apple App Store.
Step 2 : Sign up / Log in
Sign up by providing your phone number and completing the basic registration process.
If you already have an account, simply log in.
Step 3 : Complete KYC
Before investing, ensure your KYC (Know Your Customer) verification is complete. Most mutual fund apps will guide you through this. You’ll need PAN, Aadhaar, and other necessary details.
Step 4 : Search for whiteoak capital mutual funds Mutual Funds
Once your KYC is done, search for the whiteoak capital mutual funds Mutual Fund schemes you're interested in by using the search bar.
Step 5 : Choose a Scheme
You will see a list of various funds under whiteoak capital mutual funds. Explore the options, check their performance, risk profile, and investment objectives.
Choose a scheme that aligns with your investment goals (e.g., equity, debt, hybrid funds).
Step 6 : Decide on the Investment Amount
You can either make a lump sum investment or set up a SIP (Systematic Investment Plan) to invest a fixed amount periodically.
Step 7 : Confirm the Investment
Enter the amount you wish to invest.
Review the details and confirm the payment method (Net Banking, UPI, etc.).
After making the payment, you will receive a confirmation of your investment.
Step 8 : Track Your Investment
You can track the performance of your whiteoak capital mutual funds Mutual Funds on the Lemonn App dashboard. It will show NAV, returns, and other key details.
If you need any assistance, the Lemonn App usually has customer support or chat options to help. Keep an eye on expenses like entry/exit loads and expense ratios to optimize returns!
Mr. Piyush Baranwal
Mr. Baranwal is an experienced fixed income professional with over thirteen years of expertise in managing fixed income funds within the Indian market. He holds a PGDBM in Finance and a CFA from the prestigious S.P. Jain Institute of Management and Research. Before joining White Oak Capital Mutual Fund, Mr. Baranwal worked with several renowned financial institutions, including BOI AXA, Morgan Stanley Investment Management (January 2011 to June 2014), and Principal PNB AMC (May 2008 to January 2011). At White Oak Capital Mutual Fund, he manages a variety of funds, including the White Oak Capital Liquid Fund Direct-Growth and White Oak Capital Liquid Fund Direct-IDCW Daily Reinvestment, among others. His vast experience in the fixed income domain continues to guide his successful fund management career.
ITI Asset Management Limited
IDBI Asset Management Limited
IDFC Asset Management Company Limited
NJ Asset Management Private Limited
Bandhan Asset Management Company Limited
Groww Asset Management Ltd.
Kotak Mahindra Asset Management Co Ltd
HSBC Asset Management(India)Private Ltd
Mahindra Manulife Investment Management Pvt. Ltd.
Zerodha Asset Management Private Limited
Helios Capital Asset Management (India) Private Limited
Sundaram Asset Management Company Ltd
Aditya Birla Sun Life AMC Ltd
Shriram Asset Management Co Ltd
360 ONE Asset Management Limited
Invesco Asset Management (India) Private Ltd
Samco Asset Management Pvt Ltd
Union Asset Management Co. Pvt. Ltd.
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Tata Asset Management Limited
Bajaj Finserv Asset Management Limited
Baroda BNP Paribas Asset Management India Pvt. Ltd.
Motilal Oswal Asset Management Co. Ltd
Quantum Asset Management Co Pvt. Ltd.
PGIM India Asset Management Private Limited
DSP Investment Managers Private Limited
Canara Robeco Asset Management Co. Ltd.
Taurus Asset Management Company Limited
Nippon Life India Asset Management Ltd
Quant Money Managers Limited
Navi AMC Limited
PPFAS Asset Management Pvt. Ltd
Indiabulls Asset Management Company Ltd.
Mirae Asset Investment Managers (India) Private Limited
HDFC Asset Management Company Limited
IIFL Asset Management Limited
ICICI Prudential Asset Management Company Limited
Old Bridge Asset Management Private Limited
Trust Asset Management Private Limited
Bank of India Investment Managers Private Limited
JM Financial Asset Management Limited
Edelweiss Asset Management Limited
Axis Asset Management Company Limited
UTI Asset Management Co Ltd
LIC Mutual Fund Asset Management Limited
SBI Funds Management Ltd
ITI Asset Management Limited
IDBI Asset Management Limited
IDFC Asset Management Company Limited
NJ Asset Management Private Limited
Bandhan Asset Management Company Limited
Groww Asset Management Ltd.
Kotak Mahindra Asset Management Co Ltd
HSBC Asset Management(India)Private Ltd
Mahindra Manulife Investment Management Pvt. Ltd.
Zerodha Asset Management Private Limited
Helios Capital Asset Management (India) Private Limited
Sundaram Asset Management Company Ltd
Aditya Birla Sun Life AMC Ltd
Shriram Asset Management Co Ltd
360 ONE Asset Management Limited
Invesco Asset Management (India) Private Ltd
Samco Asset Management Pvt Ltd
Union Asset Management Co. Pvt. Ltd.
Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Tata Asset Management Limited
Bajaj Finserv Asset Management Limited
Baroda BNP Paribas Asset Management India Pvt. Ltd.
Motilal Oswal Asset Management Co. Ltd
Quantum Asset Management Co Pvt. Ltd.
PGIM India Asset Management Private Limited
DSP Investment Managers Private Limited
Canara Robeco Asset Management Co. Ltd.
Taurus Asset Management Company Limited
Nippon Life India Asset Management Ltd
Quant Money Managers Limited
Navi AMC Limited
PPFAS Asset Management Pvt. Ltd
Indiabulls Asset Management Company Ltd.
Mirae Asset Investment Managers (India) Private Limited
HDFC Asset Management Company Limited
IIFL Asset Management Limited
ICICI Prudential Asset Management Company Limited
Old Bridge Asset Management Private Limited
Trust Asset Management Private Limited
Bank of India Investment Managers Private Limited
JM Financial Asset Management Limited
Edelweiss Asset Management Limited
Axis Asset Management Company Limited
UTI Asset Management Co Ltd
LIC Mutual Fund Asset Management Limited
SBI Funds Management Ltd
1.Should I invest in an WhiteOak Mutual fund scheme?
2.How to Start WhiteOak Mutual Fund SIP online?
3.How to redeem WhiteOak Mutual funds Online?
4.How much time does it take to redeem the WhiteOak Mutual funds?
Download Now