WhiteOak Capital Mutual Fund is managed by WhiteOak Capital Asset Management Limited which is a part of White Oak Capital Group. It was established in June 2017 by Mr. Prashant Khemka. As of August, 2024, the fund house managed Rs 12,849 crores, or 0.17% of the Indian mutual fund industry's AUM. WhiteOak Capital has 14 mutual funds.
9 equity, 3 hybrid, and 2 debt funds are included. As of March 2024, WhiteOak Capital Flexi Cap Fund, Mid Cap Fund, and Large & Midcap Fund are its top mutual funds.
How to Invest in WhiteOak Capital Mutual Fund on Swaraj Finpro.
Investing in WhiteOak Capital Mutual Fund online is a convenient process and you can do so by following the few simple steps mentioned below:
Step 1. Log-in to your Swaraj Finpro account or register if you don’t have one.
Step 2. Upload your identity proof documents (Aadhaar, Voter ID, PAN, Passport, Driving License, Central or State Government ID card, etc.)
Step 3. Upload your proof of address documents (any identity proof documents with your permanent address, etc.)
Step 4. Select the investment period of your preference.
Step 5. Choose your risk appetite - low, mid, or high.
Step 6. Choose your preferred WhiteOak Capital Mutual Fund.
Step 7. Click on “Invest One Time” if you want to invest a lump sum amount or “Start SIP” if you want to invest via SIP.
The WhiteOak Capital Mutual Fund
in India you have invested in will show in your Swaraj Finpro account within 3 to 4 working days.
Lets have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
Fund Performance: The WhiteOak Capital Mid Cap Fund Regular Plan Growth Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital Mid Cap Fund Regular Plan Growth Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Mid Cap Fund Regular Plan Growth via lump sum is ₹ 500 and via SIP is ₹ 100.
Scheme Objective: The Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks.
Fund Performance: The WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth via lump sum is ₹ 500 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to generate capital appreciation / income from a portfolio, comprising predominantly of equity & equity related instruments.
Fund Performance: The WhiteOak Capital Large Cap Fund Regular Plan Growth Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital Large Cap Fund Regular Plan Growth Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Large Cap Fund Regular Plan Growth via lump sum is ₹ 500 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Fund Performance: The WhiteOak Capital Flexi Cap Fund Regular Plan Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital Flexi Cap Fund Regular Plan Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Flexi Cap Fund Regular Plan via lump sum is ₹ 500 and via SIP is ₹ 100.
Scheme Objective: This Scheme aims to offer its investors the benefits of all three market capitalizations (large cap, mid cap & small cap). There is no predetermined allocation towards any of the market caps, sectors or any investment style biases. Fund Manager has a flexibility to decide the actual allocation towards companies based on fundamentals of businesses & their long-term growth potential. This Scheme aims to construct a portfolio which may help to unlock growth opportunities for investors.
Fund Performance: The WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The WhiteOak Capital Balanced Advantage Fund Regular Plan Growth Fund comes under the Equity category of WhiteOak Capital Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Balanced Advantage Fund Regular Plan Growth via lump sum is ₹ 500 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.
WhiteOak Capital Mutual Fund
