White Oak Mutual Fund

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.

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What is White Oak Mutual Fund?

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.

Investment Approach

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. 

Best White Oak Mutual Funds in India in 2023

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

Overview of White Oak Mutual Fund House

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
  • Mr. Prannav Shah
  • Mr. Vikas Pandya
Investor Service Officer Mr. Anup Mehta

Documents Required to Invest in White Oak Mutual Fund in India

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

Steps to Invest in White Oak Mutual Fund in India

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.

Estimate White Oak Mutual Fund Returns with SIP Calculator

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.

FAQ's

  • Is White Oak mutual fund good?

    White Oak Capital Mutual Fund stands out as an excellent choice for investors focused on long-term wealth growth with a solid history, seasoned investment team, well-balanced portfolio, cost efficiency, and global presence.
  • Who is the owner of the White Oak mutual fund?

    White Oak Capital Mutual Fund is a proud member of the White Oak Capital Group, a globally respected asset management firm established by Mr. Prashant Khemka. With over two decades of successful experience in investment, Mr. Khemka has built a reputation as a trusted financial professional.
  • What is the address of the White Oak mutual fund?

    The registered office of White Oak Capital Asset Management Ltd is located at Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai, Maharashtra 400025.
  • What is the expense ratio of the White Oak mutual fund?

    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
^^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.

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