WhiteOak Capital Mutual Fund
AUM
₹ 15,326 cr
AMC Age
6 Years
No. Of Schemes
21
WhiteOak Capital Asset Management Limited is a trusted investment firm with experienced professionals, operating in over 50 cities. It serves a diverse global clientele, including sovereign wealth funds, pension plans, and individual investors.
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About WhiteOak Capital Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
WhiteOak Capital Mutual Fund, managed by WhiteOak Capital Asset Management Limited, is part of the globally recognised WhiteOak Capital Group. Founded in 2017 by Mr. Prashant Khemka, the group has a strong presence in India, Singapore, Mauritius, the UK, and Switzerland.
Key Features
- WhiteOak Capital Mutual Fund provides a diverse selection of investment schemes, including equity, hybrid, and debt funds.
- Under the guidance of CEO Aashish P. Somaiyaa and CIO Ramesh Mantri, the fund house follows a disciplined investment strategy with a focus on stock selection and risk management.
- With a presence across multiple countries, WhiteOak Capital serves sovereign wealth funds, pension plans, endowments, individuals, and family offices.
- The fund house prioritises long-term performance, transparency, and strong governance to build investor confidence.
Documents Required
To invest in WhiteOak Capital Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact WhiteOak Capital Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
WhiteOak Capital Mutual Fund Managers
Mr. Ramesh Mantri
Mr. Piyush Baranwal
Mr. Trupti Agrawal
Mr. Dheeresh Pathak
How To Invest In WhiteOak Capital Mutual Fund With Choice?
WhiteOak Capital Mutual Fund FAQs
The best WhiteOak Capital Mutual Fund depends on your financial goals and risk tolerance. Equity funds are ideal for long-term growth, debt funds offer stability, and hybrid funds provide a balanced approach. On Choice FinX, you can use advanced research tools to analyse and select the right investment.
WhiteOak Capital Mutual Funds are subject to taxation based on investment type and holding period. Equity fund gains are taxed at 20% (short-term) and 12.5% (long-term if gains exceed 1.25 lakh annually). Debt fund gains are taxed per your income slab. ELSS funds offer tax benefits under Section 80C.
To invest via Choice, you need a PAN card, Aadhaar, proof of identity, proof of address, and a linked bank account. KYC completion is mandatory. Non-individual investors may require additional documents, which can be submitted digitally through the Choice FinX platform.
For lump-sum investments in WhiteOak Capital Mutual Funds, the minimum amount is generally 500, whereas the minimum for Systematic Investment Plans (SIPs) is 100.
Returns are calculated based on the Net Asset Value (NAV) using the formula:
Returns (%) = [(Current NAV - Initial NAV) / Initial NAV] × 100
For SIP investments, the XIRR (Extended Internal Rate of Return) method is used. Choice FinX provides real-time NAV tracking and return calculators for precise estimates.
Yes, you can switch between WhiteOak Capital Mutual Funds through Choice FinX. However, switching may attract exit loads and tax implications depending on the investment duration.
Charges include the Expense Ratio, Exit Load for early withdrawal, and Transaction Fees on investments above a certain limit. Direct plans available on Choice FinX generally have lower costs than regular plans.
No, a Demat account is not necessary to invest in WhiteOak Capital Mutual Funds via Choice FinX. However, you can open a free Demat account if you prefer holding mutual fund units electronically.
You can access your WhiteOak Capital Mutual Fund statement through the Choice FinX platform under the Portfolio section. Alternatively, statements can be requested via the WhiteOak Capital Mutual Fund website, email, or CAMS/Karvy portals.
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