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WhiteOak Capital Mutual Fund

1Y

27.45%

3Y

15.97%

5Y

6.11%

SI

22.78%

Nav

13.63

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Special Opportunities Fund - Regular Plan - Growth
Others | Solution Oriented Fund Of Funds

1Y

17.14%

3Y

14.21%

5Y

5.46%

SI

26.85%

Nav

13.02

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Banking & Financial Services Fund - Regular Plan - Growth

1Y

16.63%

3Y

12.77%

5Y

4.93%

SI

18.12%

Nav

12.62

Risk

-

1Y

15.83%

3Y

18.86%

5Y

7.16%

SI

17.85%

Nav

14.15

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Multi Cap Fund - Regular Plan - Growth

1Y

12.33%

3Y

22.75%

5Y

8.54%

SI

26.20%

Nav

15.07

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital ELSS Tax Saver Fund - Regular Plan - Growth

1Y

12.26%

3Y

33.00%

5Y

12.08%

SI

23.51%

Nav

17.65

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Mid Cap Fund - Regular Plan - Growth

1Y

12.04%

3Y

38.71%

5Y

13.98%

SI

26.30%

Nav

19.25

Risk

-

1Y

10.84%

3Y

20.15%

5Y

7.62%

SI

16.71%

Nav

14.42

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Flexi Cap Fund - Regular Plan - Growth

1Y

10.73%

3Y

32.32%

5Y

11.85%

SI

21.29%

Nav

17.47

Risk

-
WhiteOak Capital Mutual Fund
Whiteoak Capital Large and Mid Cap Fund - Regular Plan - Growth

1Y

9.57%

3Y

15.01%

5Y

5.75%

SI

19.50%

Nav

13.18

Risk

-
About this fund

WhiteOak Capital Mutual Fund is a relatively new but fast-growing asset management company in India. It is part of the WhiteOak Capital Group, known for its strong focus on research-based equity investing. The mutual fund is SEBI-registered and offers professionally managed schemes that aim to help investors grow their money through well-researched investments in Indian companies.

WhiteOak Capital offers a range of equity-focused mutual fund schemes, including Large Cap, Flexi Cap, Mid Cap, and ELSS (Equity Linked Savings Scheme) funds. These funds are designed for long-term investors seeking to build wealth through exposure to the stock market. Investors can start with a low minimum amount (often ₹500) either as a one-time investment or through Systematic Investment Plans.

WhiteOak Capital is famous for its strong research team. They employ a bottom-up stock-picking method and adhere to a disciplined investment process. The fund house focuses on building high-quality portfolios with consistent long-term growth potential. It also provides digital services.

Key information
Mutual Fund Name
WhiteOak Capital Mutual Fund
AMC
WhiteOak Capital Asset Management Company Limited
Headquarters
Mumbai, India
Industry
Asset Management, Wealth Management
Trustee Organisation
WhiteOak Capital Trustee Company (implied)
Assets Under Management (AUM)
₹16,607 Cr (as of March 31, 2025)
No. of schemes
19
AMC Age
6 Years
AMC Incorporation Date
Apr 21, 2017
AMC Setup Date
Jul 03, 2018
MD and CEO
Mr. Aashish P Somaiyaa
Frequently asked questions
What is WhiteOak Capital Mutual Fund?
Who manages the funds at WhiteOak Capital?
What types of mutual fund schemes does WhiteOak offer?
Is investing in the WhiteOak Capital Mutual Fund safe?
What is the minimum investment amount required?
Does WhiteOak offer tax-saving investment options?
How can I invest in WhiteOak Capital Mutual Funds?
Are WhiteOak funds suitable for first-time investors?
How do I track my investments and NAVs?
Can I redeem or withdraw my investments at any time?
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