WhiteOak Capital Mutual Fund Check list of all schemes, latest NAV, Returns and other important information

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

Top 5 White Oak Capital Mutual Funds

HISTORY OF WHITEOAK CAPITAL MUTUAL FUND

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.

• White Oak Fund House has unique investment strategy.
• This AMC has a wide range of varieties of Funds
• This fund house values strong governance principles.
• White Oak AMC does well in all fund categories.

HOW TO SELECT BEST WHITEOAK CAPITAL MUTUAL FUND?

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

• Set clear investment goals, then devise a strategy to achieve them.
• Assess your risk tolerance being prepared to adjust them if necessary.
• Diversify your investments across multiple industries to lower overall risk.
• Assess available funds, review their performance, and choose wisely.
• Monitor your assets closely and make necessary adjustments as needed.
• Given market volatility, seeking professional financial advice is wise.

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

HOW TO INVEST IN WHITEOAK CAPITAL FUND SCHEMES VIA MYSIPONLINE?

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

• Visit mysiponline.com for top mutual funds from White Oak Capital.
• Register for a free account, enter profile details, select preferred fund.
• Complete your profile with a quick and paperless KYC process.
• Explore and add selected mutual funds to your cart for investment.
• Confirm your payment and await confirmation of your investment.
• Monitor your investments through your mysiponline.com account

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

WHAT IS THE TAXATION ON WHITEOAK CAPITAL MUTUAL FUND?

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.