WhiteOak Capital Mutual Fund
AUM
₹ 15,326 cr
AMC Age
6 Years
No. Of Schemes
20
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.
Calculate Returns on WhiteOak Capital Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ 51
Total Value
₹ 1251
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
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per annum
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
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