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WhiteOak Capital Mutual Funds

WhiteOak Capital Mutual Funds

About This AMC

WhiteOak Capital Mutual Fund was established on April 21, 2017 as a Trust sponsored by GPL Finance and Investments Private Limited. It was in July 2018 when WhiteOak Capital Asset Management Limited, got a green signal from SEBI to commence its mutual fund business and operations as WhiteOak Capital Mutual Fund.

Currently, Mr. Aashish P Somaiyaa is the Managing Director & CEO of WhiteOak Capital Mutual Fund. Mr. Ramesh Mantri serves as the CIO (Chief Investment Officer) of WhiteOak Capital Mutual Fund.

WhiteOak Capital Mutual Fund offers 11 schemes across different categories and has an AUM of ₹8,894 crore.

As of April 2024

Schemes

11

AUM

₹9,321 Cr

AUM growth

₹427 Cr

Fund managers

6

Explore WhiteOak Capital Mutual Funds

NameFund sizeExpense Ratio1 Y3 Y
WhiteOak Capital Ultra Short Term Fund Direct Growth
WhiteOak Capital Ultra Short Term Fund Direct Growth

Ultra Short Duration Low to Moderate Risk

₹298 Cr0.7%7.2%5.7%
WhiteOak Capital Liquid Fund Direct Growth
₹252 Cr0.26%7.2%5.4%
WhiteOak Capital Large & Mid Cap Fund Direct Growth
₹1,130 Cr0.45%%%
WhiteOak Capital Balanced Hybrid Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Growth

Balanced Allocation Very High Risk

₹108 Cr0.68%%%
WhiteOak Capital Multi Cap Fund Direct Growth
₹867 Cr0.63%%%
WhiteOak Capital Large Cap Fund Direct Growth
₹481 Cr0.72%36.6%%
WhiteOak Capital Multi Asset Allocation Fund Direct Growth
₹460 Cr0.57%%%
WhiteOak Capital Tax Saver Fund Direct Growth
WhiteOak Capital Tax Saver Fund Direct Growth

ELSS (Tax Savings) Very High Risk

₹212 Cr0.66%45.0%%
WhiteOak Capital Mid Cap Fund Direct Growth
₹1,813 Cr0.54%55.7%%
WhiteOak Capital Flexi Cap Fund Direct Growth
₹3,452 Cr0.52%41.3%%
View all WhiteOak Capital Mutual Funds

Top WhiteOak Capital Fund Managers

₹9,569 Cr

AUM

13

Schemes

₹9,022 Cr

AUM

11

Schemes

TA

Trupti Agrawal

₹8,520 Cr

AUM

9

Schemes

₹2,636 Cr

AUM

5

Schemes

₹393 Cr

AUM

1

Schemes

₹547 Cr

AUM

2

Schemes

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All about WhiteOak Capital Mutual Funds

Key Information

Mutual Fund NameWhiteOak Capital Mutual Fund
Asset Management Company NameWhiteOak Capital Asset Management Limited
AMC Setup DateJuly 03, 2018
AMC Incorporation DateApril 21, 2017
Sponsor NameGPL Finance and Investments Private Limited
Name Of Trustees

Mr. Ajith Punnakkal - Trustee

Mr. Nagesh Dinkar Pinge - Trustee

Mr. Sharadchandra Damodar Abhyankar - Trustee

Ms. Rekha Bagry - Trustee

CIOMr. Ramesh Mantri
MD And CEOMr. Aashish P Somaiyaa
Compliance OfficerMr. Prannav Shah
Investor Service OfficerMr. Anup Mehta
Updated As OfApril 2024