WhiteOak Mutual Funds

AUM ₹ 10351 Cr

(As on Apr 2024)

No. of schemes 15

Name	WhiteOak Capital Asset Management Limited
AUM	₹ 10351\\\\\\\\\Crores
Founded	2017
Incorporation Date	21 April 2017
Sponsor	GPL Finance and Investments Limited (GPL)
CIO	Mr. Ramesh Mantri
MD & CEO	Mr. Aashish P. Somaiyaa
Contact Number	+912269187607
Email Id	clientservice@whiteoakamc.com”
Website	http://mf.whiteoakamc.com
Trustee	WhiteOak Capital Trustee Limited
Office Address	Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400 025

Mr. Prashant Khemka founded White Oak AMC, an investment management and advisory firm, in June 2017 with the goal of creating a performance-driven organization with a strong investment culture. White Oak has received some of the greatest Foreign Portfolio Investment inflows into India over the previous three years, with operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland. White Oak group entities have a combined AUM of USD 5.7 billion (as of March 31, 2022), with a global client base that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices investing in India through a combination of separately managed accounts and investment funds. The company operates on the below-mentioned principles:

White Oak offers a strong performance-first mentality that is centered on a straightforward stock selection process and sound risk management.
The team keeps a balanced portfolio to guarantee that alpha production is captured by stock selection abilities while consciously eschewing market timing, sector rotation, and other top-down macro bets, which contribute little or no value.

White Oak has research teams in India and Singapore, as well as sales and distribution centers in Switzerland and the United Kingdom. Prashant Khemka, the former CIO of Goldman Sachs Asset Management’s India Equity and Global Emerging Markets Equity businesses, launched White Oak Capital.

Funds	Rating	1 Yr Ret (%)	1 Yr Rank	Riskometer	Category	Expense Ratio (%)	Launch	Net Assets (Cr)
WhiteOak Capital Balanced Advantage Fund - Direct Plan	--	21.32	19/32	Very High	HY-DAA	0.54	10/02/2023	956.00
WhiteOak Capital Balanced Hybrid Fund - Direct Plan	--	--	--	Very High	HY-BH	0.67	27/10/2023	108.00
WhiteOak Capital Banking & Financial Services Fund - Direct Plan	--	--	--	Very High	EQ-BANK	0.62	06/02/2024	165.00
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan	--	38.61	11/37	Very High	EQ-ELSS	0.68	14/10/2022	212.00
WhiteOak Capital Flexi Cap Fund - Direct Plan	--	34.99	29/75	Very High	EQ-FLX	0.40	02/08/2022	3,453
WhiteOak Capital Large Cap Fund - Direct Plan	--	32.90	42/93	Very High	EQ-LC	0.68	01/12/2022	482.00
WhiteOak Capital Large & Mid Cap Fund - Direct Plan	--	--	--	Very High	EQ-L&MC	0.42	22/12/2023	1,131
WhiteOak Capital Liquid Fund - Direct Plan	2	7.23	28/35	Low to Moderate	DT-LIQ	0.22	16/01/2019	261.00
WhiteOak Capital Mid Cap Fund - Direct Plan	--	46.18	27/39	Very High	EQ-MC	0.44	07/09/2022	1,814
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan	--	19.03	20/27	High	HY-MAA	0.58	19/05/2023	461.00
WhiteOak Capital Multi Cap Fund - Direct Plan	--	--	--	Very High	EQ-MLC	0.51	22/09/2023	868.00
WhiteOak Capital Pharma and Healthcare Fund - Direct Plan	--	--	--	Very High	EQ-Pharma	0.61	06/02/2024	113.00
WhiteOak Capital Special Opportunities Fund - Direct Plan	--	--	--	Very High	EQ-THEMATIC	--	04/06/2024	--
WhiteOak Capital Ultra Short Duration Fund - Direct Plan	3	7.19	20/24	Low to Moderate	DT-USD	0.41	06/06/2019	292.00

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Key Information

Mutual Fund Name	WhiteOak Capital Mutual Fund
Inception Date	Jul 03, 2018
Trustee Organisation	WhiteOak Capital Trustee Limited
MD and CEO	Aashish P Somaiyaa
Chief Investment Officer	Ramesh Mantri
Investors Relations Officer	Vasudha Shah
AUM Updated On	Dec 31, 2023

Documents required to invest

The documents for KYC (Know Your Client) include proof of address and proof of identity. Here is a list of officially valid documents (OVD) admissible.

PROOF OF IDENTITY

- PAN Card (Mandatory)

- Voter ID Card

- Driving License

- Passport

- Aadhaar Card

- Any other valid identity card issued by Central or State Government

PROOF OF ADDRESS

- Voter ID Card

- Driving License

- Passport

- Ration Card

- Aadhaar Card

- Bank account statement or bank passbook

Utility bills like electricity or gas bills

Customer Care Details

For any query regarding any schemes offered by WhiteOak Capital Mutual Fund, please contact at the following address:

Registered Address	Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400025. Branch Timing (9 am – 6 pm)
Call us at	180030003060
Email	N.A.

Top Fund Managers

Mr. Piyush Baranwal

Mr. Baranwal is a fixed income professional who has a great track record of managing various fixed income funds in the Indian market for over thirteen years. He earned a PGDBM in Finance and a CFA from the S.P.Jain Institute of Management and Research. Prior to joining White Oak Capital Mutual Fund, he worked as a Fixed Income Dealer with BOI AXA, Morgan Stanley Investment Management (Jan 2011-June 2014), and Principal Pnb AMC (May, 2008-Jan, 2011). Some of the funds he manages are White Oak Capital Liquid Fund Direct-Growth, White Oak Capital Liquid Fund Direct-IDCW Daily Reinvestment, and more.