WhiteOak Capital Mutual Fund

Check list of all schemes, latest NAV, Returns and other important information

About WhiteOak Capital Mutual Fund

White Oak Capital Mutual Fund is a part of white oak asset management company. It was started by Mr. Prashant Khemka in June 2017, known for managing foreign institution money in the Indian market. The rich institutional experience helped it to start mutual funds for domestic retail investors. As of holds the 28th rank in the AUM size. Whiteoak manages 13 mutual funds including 8 equity mutual funds, 2 debt funds, and 3 hybrid funds

The white oak Fund house has investment research teams located in India, Singapore, and Spain, along with sales and distribution offices in Switzerland, the UAE, and the UK. The India AMC team consists of experienced professionals in Financial Services, headed by Mr. Aashish P. Somaiyaa, CEO, who brings over 20 years of experience in the asset management industry.

Free KYC Check

To know your eligibility for Mutual Fund Investment

Enter Valid PAN Number

Enter Your Name

Next By Proceeding, you agree T&C

Enter a valid mobile number

Enter valid email address

By Proceeding, you agree T&C

WOC Mutual Fund List

Equity Mutual Funds

Debt Mutual Funds

Hybrid Mutual Funds

See all WOC Funds

SIP of ₹5000 for the period of 5 Yrs edit

WhiteOak Capital Mutual Fund Calculator

Calculate SIP Returns and Check How Much Wealth Can Be Created in Long Term.

SIP Return Calculator for WhiteOak Capital Mutual Fund

Monthly SIP

Target Amount

I want to invest

Annual Returns (%)





I want

Annual Returns (%)





Invested Amt.


Net Profit


Total Wealth

Make Your Money Work as Hard as You Do: Start a SIP and Turn Your Calculated Dreams into Reality.

Start SIP

Find The Best
WhiteOak Capital Mutual Fund

Just by Answering Quick Question's
  • checked

    Best Strategy Funds

  • checked

    Consistent Top Performance

  • checked

    Quality Portfolio

Purpose Risk type Duration

Tell Us Your Purpose of Investment!

  • Wealth Creation

  • Retirement Planning

  • Child Future Planning

Explore Other AMC’s


Investment Strategy

The investment strategy is centered on obtaining higher returns on extra capital, capitalizing on scalable long-term possibilities, and prioritizing good execution and governance processes. The white oak group valuation framework is built around the idea that an asset's intrinsic value is determined by the present value of its future cash flows. This strategy ensures that investment ideas are thoroughly evaluated in terms of their ability to create long-term cash flows.


Fund Management Team

Mr. Ramesh Mantri (CIO)

Ramesh Mantri, the Chief Investment Officer (CIO) at Whiteoak Capital Asset Management, highlighted the significance of portfolio construction in achieving consistent outperformance for a fund. Mr. Mantri is an MBA, CFA, and CA. Before joining White Oak Capital Mutual Fund, he accumulated experience working with White Oak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.


List of all Fund Managers

 List of all Fund Managers White Oak Capital Mutual Fund


Top 5 White Oak Capital Mutual Funds

 Top 5 White Oak Capital Mutual Funds



Whiteoak Asset Management Company received SEBI registration for Portfolio Management Services (PMS) and consulting services in October 2017. Since then, it has offered products for both local and International investors, pioneering the first local portfolio management system in April 2019. In November 2021, the business increased its presence by purchasing YES Asset Management. Following that, WhiteOak created its first equity fund, the WhiteOak Capital Flexi Cap Fund, which is now open for subscriptions.



Here are the ways to select the best white oak mutual fund:

To sum up, before investing in a mutual fund keep these points in mind and use an easy and simple SIP calculator to analyze your fund returns



Investing in White Oak Capital mutual funds offers various convenient avenues, with mysiponline.com standing out for its user-friendly approach:


In conclusion, if you pick the correct platform and do Online SIP, you can generate an investment in a hassle-free and simple manner.



The taxation of White Oak Capital mutual funds depends on which category they fall under equity or debt.

Equity-Oriented Mutual Funds

Short-term Capital Gains (STCG): Taxed at a flat rate of 15% if units are sold within one year of purchase.

Long-term Capital Gains (LTCG): Gains exceeding Rs. 1 lakh in a financial year are taxed at 10% without indexation if units are sold after one year.

Debt-Oriented Mutual Funds

Short-term Capital Gains (STCG): Taxed according to the investor's income tax slab rate if units are sold within three years of purchase.

Long-term Capital Gains (LTCG): Taxed at a rate of 20% with the benefit of indexation if units are sold after three years.

  • business-man 10+
  • conversation 500+
    Questions Asked
  • support 24*7
Do you have any specific question to ask from

Mutual Fund Experts

Ask Here
people-grps persons are assisted by our experts till now

Frequently Asked Questions

Can I invest for a very short-term duration in WhiteOak Capital Mutual Fund?

Yes, when you invest in liquid funds, you can utilise the advantage to get comparatively higher returns than bank savings deposit and redeem any time as the emergency arrives. WOC Liquid Regular Plan is available at MySIPonline to fulfil your very short-term investment needs or plan for emergency requirements.

What are the different WOC mutual funds available?

Determined to serve investors with the best investment solutions, this AMC provides a range of investment products to match with their investment objective. Based on your risk-appetite and other prominent factors, you can choose different schemes provided under equity, debt, and hybrid category funds. The segregation under the category to subcategory to schemes makes investors confident to get what they are searching for.

What is the advantage of investing in amc Funds?

The AMC ensures safety, transparency, low cost, and higher return potential. By investing in any scheme offered by the fund house over a time horizon as mentioned in the investment objective, the investors will surely get adequate returns by investing. So, it depends on your investment decision as well to choose the scheme wisely.

Are all SIPs in WOC Funds online tax-free?

No, all SIPs in WOC MF are not tax-free. To get tax-saving benefits, you have to choose the ELSS scheme. Taxation in funds of this AMC is done as per the rules set by the Government.
Is there anything like minimum lock-in period for mutual fund investment units?
Apart from the ELSS scheme, i.e., WOC Tax Saver Fund, which is for investors to get tax saving benefits and capital appreciation, there is no scheme with a lock-in period. The ELSS scheme has a lock-in of 3-years as mentioned in SEBI mandates.

How to analyse the performance of WhiteOak Capital Mutual Fund?

To analyze the performance of any scheme provided by this AMC, you are required to check the returns of the particular scheme at MySIPonline at all durations. You can also check the performance of the SIPs by simply putting in the value in the relevant bracket and get the graph.

Why do I need a financial adviser?

It is not necessary that you should take the help of a financial adviser if you understand the important parameters of investing. But, for new investors, it is important to take consultation from the experts as they will help in sorting out the relevant schemes. Further, if you are confused among schemes or unable to review your portfolio, you are in a need of adviser.

Compare Funds

Request call back
Add to Cart Successfully