White Oak Mutual Fund is a reputable financial institution that is dedicated to managing mutual funds with precision and expertise. The fund house commits to investor success and delivers tailored investment solutions that are designed to maximize your returns while mitigating risks. With a focus on transparency, innovation, and sound financial practices, White Oak Mutual Fund House stands as a trusted partner for individuals and institutions seeking intelligent and reliable wealth management solutions.
Guaranteed Tax Savings
Under sec 80C & 10(10D)₹1 Crore
Invest ₹10k per month*Zero LTCG Tax
Top performing plans with High Returns*
Invest ₹10K/month & Get ₹1 Crore returns*
White Oak Capital Mutual Fund is an Indian Asset Management Company (AMC) founded in 2017. It offers a wide range of mutual funds across various categories, including equity, debt, hybrid, and multi-asset allocation funds. White Oak Mutual Fund is known for its performance-first investment philosophy and its focus on stock selection and risk management.
White Oak Mutual Fund follows a bottom-up stock selection philosophy. This involves identifying and investing in companies with strong fundamentals and attractive valuations. The company has a strong research team that conducts in-depth analysis of potential investments. White Oak also has a disciplined analytical process to ensure that its investment decisions are well-founded.
Fund Name | Fund Size (Rs. in Crores) | 1-Year Returns | Returns Since Inception (RSI) |
EQUITY FUNDS | |||
White Oak Capital Mid Cap Fund Direct-Growth | Rs. 1109.64 Cr | 34.63% | 29.03% |
White Oak Capital Flexi Cap Fund Direct-Growth | Rs. 2374.57 Cr | 21.97% | 21.76% |
White Oak Capital ELSS Tax Saver Fund Direct-Growth | Rs. 96.66 Cr | 22.31% | 22.80% |
DEBT FUNDS | |||
White Oak Capital Ultra Short-Term Fund Direct-Growth | Rs. 257.38 Cr | 7.07% | 5.22% |
White Oak Capital Liquid Fund Direct-Growth | Rs. 207.95 Cr | 6.88% | 4.91% |
White Oak Capital Overnight Fund Direct-Growth | Rs. 14.23 Cr | 4.51% | 3.78% |
HYBRID FUNDS | |||
White Oak Capital Balanced Advantage Fund Direct-Growth | Rs. 673.01 Cr | -- | 13.15% |
White Oak Capital Balanced Hybrid Fund Direct-Growth | Rs. 66.15 Cr | -- | 2.74% |
White Oak Capital Multi Asset Allocation Fund Direct-Growth | Rs. 216.60 Cr | -- | 6.77% |
*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Particulars | Details |
Mutual Fund House | White Oak Capital Mutual Fund |
Fund House Established On | 02 July 2018 |
AMC Incorporated On | 21 April 2017 |
Assets Under Management (AUM) | Rs. 5378.51 crores (as of 30 September 2023) |
Systematic Investment Strategy (SIP) | Rs. 500 |
Sponsored By | GPL Finance and Investments Private Limited |
Trustee Organisation | White Oak Capital Trustee Limited |
MD and CEO | Mr. Aashish P Somaiyaa |
CIO | Mr. Ramesh Mantri |
Compliance Officer |
|
Investor Service Officer | Mr. Anup Mehta |
The general documentation needed for mutual fund investments in India typically includes the following:
KYC (Know Your Customer) Documents:
Proof of Identity (POI): Passport, Aadhar card, Voter ID, Driving License, etc.
Proof of Address (POA): Aadhar card, Passport, Utility bills (electricity, water, gas), Voter ID, etc.
Passport-size photographs
PAN (Permanent Account Number) Card:
Bank Account Details
Cancelled Cheque
Copy of the bank statement
Duly Filled Application Form
Investment Amount
Risk Profiling Form (if applicable)
Nomination Form (optional)
Income Proof (if required)
For NRI/ OCI/ PIO:
Valid Passport
Overseas Address Proof
NRE/NRO Account Statement
FATCA Declaration
The steps you can follow to start investing in White Oak Mutual Fund in India are mentioned in the list below:
Step 1- Research:
Begin by researching White Oak Mutual Fund to understand its performance, objectives, and risk factors.
Step 2- KYC Compliance:
Complete the Know Your Customer (KYC) process by providing the necessary documents to comply with regulatory requirements.
Step 3- Choose a Platform:
Select a reputable investment platform that offers White Oak Mutual Fund. This can be a mutual fund distributor or an online investment platform.
Step 4- Create an Account:
Open an investment account on the chosen platform by providing the required details and completing the necessary paperwork.
Step 5- Select the Fund:
Choose the specific White Oak Mutual Fund scheme you want to invest in based on your financial goals and risk tolerance.
Step 6- Investment Amount:
Decide on the amount you wish to invest and make the payment through the chosen platform.
Step 7- Monitor Your Investment:
Keep track of your investment by regularly checking statements and performance updates provided by the platform.
Step 8- Review and Adjust:
Periodically review your investment portfolio and consider adjustments based on changes in your financial situation or market conditions.
Step 9- Stay Informed:
Stay informed about market trends, economic indicators, and updates related to White Oak Mutual Fund to make informed investment decisions.
The Policybazaar SIP Calculator is a simple tool that can be used to estimate the future value of SIP investments in White Oak Mutual Fund Plans.
To use the calculator, you will need to provide the following information:
Monthly SIP amount: The amount of money you want to invest each month.
Investment tenure: The period for which you want to invest.
Expected annual return: The rate of return you expect to earn on your investment.
Once you have entered this information, the calculator will display the estimated future value of your SIP investment.
The expense ratio of White Oak mutual funds varies depending on the specific fund.
Here are the expense ratios for some of White Oak's most popular mutual funds:
White Oak Capital Flexi Cap Fund - Direct Plan: 0.38%
White Oak Capital Multi Cap Fund - Direct Plan: 0.60%
White Oak Capital Ultra Short-Term Fund - Direct Plan: 0.36%
*All savings are provided by the insurer as per the IRDAI approved insurance
plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.