WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund operates through WhiteOak Capital Asset Management Limited (WhiteOak Capital AMC), a SEBI-registered asset management company in India. The mutual fund was set up on 3 July 2018, with the AMC incorporated on 21 April 2017, and is sponsored by GPL Finance and Investments Private Limited.

The AMC is part of the White Oak Capital Group, a financial services organisation that provides investment management and advisory services, with an investment culture rooted in research-driven principles.

WhiteOak Capital Mutual Fund covers a broad suite of open-ended mutual fund schemes across equity, debt, hybrid, and multi-asset categories, serving individual and institutional investors in India.

1. Sponsor and Trustee: The AMC’s sponsor is GPL Finance and Investments Private Limited, and its trustee company is WhiteOak Capital Trustee Limited.
2. Part of White Oak Capital Group: The AMC belongs to a larger group with global investment expertise and a presence in India’s capital markets.
3. Part of White Oak Capital Group: The AMC belongs to a larger group with global investment expertise and a presence in India’s capital markets.

1. Multiple Scheme Types: The fund house includes various categories such as equity funds (e.g., Large Cap, Flexi Cap, Mid Cap, ELSS Tax Saver), hybrid funds (e.g., Balanced Hybrid, Balanced Advantage), and debt funds (e.g., Liquid, Ultra Short Duration, Arbitrage).
2. Open-Ended Structure: Most schemes are open-ended, allowing subscriptions and redemptions at defined intervals.
3. Direct & Regular Options: Plans often have “Direct” and “Regular” variants, distinguished by different cost arrangements.
4. Portfolio Disclosure: NAVs, asset allocations, and other scheme details are published in official factsheets and regulatory disclosures.
5. Varied Objectives: Schemes have different stated investment objectives, from focused capital growth in equity schemes to diversified allocations in hybrid and multi-asset products.

1. Choice Across Categories: WhiteOak Capital MF provides exposure to multiple asset categories, offering a broad perspective on different mutual fund structures.
2. Dynamic Equity Strategy Suite: Equity schemes include specialised categories like Large & Mid Cap, sectoral or thematic funds designed with distinct investment focus.
3. Hybrid and Multi-Asset Options: Funds that blend exposure across equity and debt allow examination of diversified allocation frameworks.
4. Disclosure Practices: Scheme documents, NAV information, and risk classifications are made accessible through official and industry data platforms, supporting transparency.
5. Growing Product Line: With nearly 20 schemes, the AMC’s offering reflects a breadth of structural approaches suitable for study across categories.

WhiteOak Capital Mutual Fund is a SEBI-registered mutual fund house managed by WhiteOak Capital Asset Management Limited, sponsored by GPL Finance and Investments Private Limited, and part of the broader White Oak Capital Group. It was established in 2018 and offers a diversified suite of equity, hybrid, and debt funds with distinct investment objectives and structural differences. Schemes are structured to meet regulatory requirements for disclosure, and information such as NAVs, portfolio data, and risk classifications is publicly available. The AMC’s offerings provide a range of approaches that can be reviewed by studying official scheme documents, but like all mutual funds, unit values vary with market conditions.