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WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund is overseen by WhiteOak Capital Asset Management Limited, a division of the White Oak Capital Group. Founded in June 2017 under the guidance of Mr. Prashant Khemka, White Oak has garnered substantial Foreign Portfolio Investment inflows into India over the past three years. The firm operates in multiple locations, including India, Singapore, Mauritius, the United Kingdom, and Switzerland. As of December 2023, the Assets Under Management (AUM) of the fund house amounted to Rs. 6310 crores.

WhiteOak Capital Mutual Fund snapshot

Inception date
July 03, 2018
Sponsor (s)
GPL Finance and Investments Private Limited
Chief Executive Officer
Mr. Aashish P Somaiyaa
Chief Investment Officer
Mr. Ramesh Mantri
No. of Schemes
11
Average AUM (Rs. in Crores)
9119.20

As on February 2024

ist of WhiteOak Capital Mutual Fund’s top performing schemes
Fund Name
AUM(in Cr)

Returns

₹3237.34
₹441.31
₹1658.04
₹780.60
Fund Name
AUM(in Cr)

Returns

₹247.29
₹277.76
Fund Name
AUM(in Cr)

Returns

₹393.41
₹911.63
Fund Name
AUM(in Cr)

Returns

₹192.91

How to invest in WhiteOak Capital Mutual Fund

Investing in WhiteOak Capital Mutual Fund fairly simple when you use the Kotak Neo app. All you need to do to is:

  1. Login with your credentials (mobile number/PAN/QR code)
  2. Click on Invest and select ‘Mutual Funds’ from other investments
  3. Select the fund of your choice and begin investing

Before you start, be sure to explore the different schemes and determine which route you prefer to invest through – SIP or lumpsum. It’s also helpful to have your PAN and bank details handy so that you can invest with ease.

Kotak Securities Limited: AMFI-registered Mutual Fund Distributor

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