WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited

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.

List of WhiteOak Capital Asset Management Limited in India

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

Key information about whiteoak capital mutual funds

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

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How can you invest in whiteoak capital mutual funds Mutual Funds

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!

Top Fund Managers

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.

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FAQs

1.Should I invest in an WhiteOak Mutual fund scheme?

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Whether you should invest in WhiteOak Mutual Funds or not depends on your goals. In addition to assessing their returns over several timelines, evaluate the schemes based on risk, volatility, returns, the fund manager’s experience, and your own return expectations and risk tolerance.

2.How to Start WhiteOak Mutual Fund SIP online?

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There are two ways to start WhiteOak Mutual Fund SIP. For a hassle-free investing experience, you can invest in WhiteOak Mutual Fund SIP online through the Lemonn app. Alternatively, you can start investing in WhiteOak Mutual Fund SIP online through WhiteOak Mutual Fund AMC official website.

3.How to redeem WhiteOak Mutual funds Online?

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There are two ways of doing this. You can initiate your redemption request by Lemonn app. Alternatively, you can also redeem your investments by visiting the WhiteOak Mutual Fund AMC website.

4.How much time does it take to redeem the WhiteOak Mutual funds?

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The proceeds of equity, debt, and conservative hybrid funds are generally transferred to your registered bank account within 2-4 working days of the withdrawal initiation. Redemption of liquid funds takes 1-2 working days.

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