List Of WhiteOak Capital Mutual Fund in india
Risk
Very High
WhiteOak Capital Large Cap Fund
Return (As On Date: 10.02.2026)
1yr
9.58%
3yr
17.58%
5yr
-
Risk
Very High
WhiteOak Capital Flexi Cap Fund
Return (As On Date: 10.02.2026)
1yr
7.16%
3yr
19.23%
5yr
-
Risk
Very High
WhiteOak Capital Mid Cap Fund
Return (As On Date: 10.02.2026)
1yr
10.42%
3yr
25.32%
5yr
-
Risk
Very High
WhiteOak Capital ELSS Tax Saver Fund
Return (As On Date: 10.02.2026)
1yr
5.14%
3yr
20.13%
5yr
-
Risk
Low to Moderate
WhiteOak Capital Ultra Short Duration Fund
Return (As On Date: 10.02.2026)
1yr
6.08%
3yr
6.46%
5yr
5.52%
Risk
Low to Moderate
WhiteOak Capital Liquid Fund
Return (As On Date: 10.02.2026)
1yr
6.24%
3yr
6.80%
5yr
5.61%
Risk
Low
WhiteOak Capital Arbitrage Fund
Return (As On Date: 10.02.2026)
1yr
6.36%
3yr
-
5yr
-
Risk
Moderately High
WhiteOak Capital Multi Asset Allocation Fund
Return (As On Date: 10.02.2026)
1yr
17.30%
3yr
-
5yr
-
Risk
Very High
WhiteOak Capital Balanced Advantage Fund
Return (As On Date: 10.02.2026)
1yr
7.31%
3yr
-
5yr
-
Risk
Very High
WhiteOak Capital Balanced Hybrid Fund
Return (As On Date: 10.02.2026)
1yr
7.45%
3yr
-
5yr
-
List Of WhiteOak Capital Mutual Fund in india
Risk
Very High
WhiteOak Capital Large Cap Fund
Return (As On Date: 10.02.2026)
1yr
9.58%
3yr
17.58%
5yr
-
Risk
Very High
WhiteOak Capital Flexi Cap Fund
Return (As On Date: 10.02.2026)
1yr
7.16%
3yr
19.23%
5yr
-
Risk
Very High
WhiteOak Capital Mid Cap Fund
Return (As On Date: 10.02.2026)
1yr
10.42%
3yr
25.32%
5yr
-
Risk
Very High
WhiteOak Capital ELSS Tax Saver Fund
Return (As On Date: 10.02.2026)
1yr
5.14%
3yr
20.13%
5yr
-
Risk
Low to Moderate
WhiteOak Capital Ultra Short Duration Fund
Return (As On Date: 10.02.2026)
1yr
6.08%
3yr
6.46%
5yr
5.52%
Risk
Low to Moderate
WhiteOak Capital Liquid Fund
Return (As On Date: 10.02.2026)
1yr
6.24%
3yr
6.80%
5yr
5.61%
Risk
Low
WhiteOak Capital Arbitrage Fund
Return (As On Date: 10.02.2026)
1yr
6.36%
3yr
-
5yr
-
Risk
Moderately High
WhiteOak Capital Multi Asset Allocation Fund
Return (As On Date: 10.02.2026)
1yr
17.30%
3yr
-
5yr
-
Risk
Very High
WhiteOak Capital Balanced Advantage Fund
Return (As On Date: 10.02.2026)
1yr
7.31%
3yr
-
5yr
-
Risk
Very High
WhiteOak Capital Balanced Hybrid Fund
Return (As On Date: 10.02.2026)
1yr
7.45%
3yr
-
5yr
-
Key Information About WhiteOak Capital Mutual Fund
| name | WhiteOak Capital Mutual Fund |
|---|---|
| registration No | MF/074/18/02 |
| address | Unit No.B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, MUMBAI, MAHARASHTRA, 400025 |
| validity | Jul 03, 2018 - Perpetual |
| trustee Company | WhiteOak Capital Trustee Limited |
| trustees |
|
| directors |
|
| chief Executive Officer | Mr. Aashish P Somaiyaa |
| chief Investment Officer | - |
| more About Chief Investment Officer Url | - |
| source Link | https://www.amfiindia.com/member/71 |
as on date : 28-01-2026
WhiteOak Capital Mutual Fund
About 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.
Key Structural and Market Factors
- Sponsor and Trustee: The AMC’s sponsor is GPL Finance and Investments Private Limited, and its trustee company is WhiteOak Capital Trustee Limited.
- 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.
- 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.
Features of WhiteOak Capital Mutual Fund
- 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).
- Open-Ended Structure: Most schemes are open-ended, allowing subscriptions and redemptions at defined intervals.
- Direct & Regular Options: Plans often have “Direct” and “Regular” variants, distinguished by different cost arrangements.
- Portfolio Disclosure: NAVs, asset allocations, and other scheme details are published in official factsheets and regulatory disclosures.
- Varied Objectives: Schemes have different stated investment objectives, from focused capital growth in equity schemes to diversified allocations in hybrid and multi-asset products.
Benefits
- Choice Across Categories: WhiteOak Capital MF provides exposure to multiple asset categories, offering a broad perspective on different mutual fund structures.
- Dynamic Equity Strategy Suite: Equity schemes include specialised categories like Large & Mid Cap, sectoral or thematic funds designed with distinct investment focus.
- Hybrid and Multi-Asset Options: Funds that blend exposure across equity and debt allow examination of diversified allocation frameworks.
- Disclosure Practices: Scheme documents, NAV information, and risk classifications are made accessible through official and industry data platforms, supporting transparency.
- Growing Product Line: With nearly 20 schemes, the AMC’s offering reflects a breadth of structural approaches suitable for study across categories.
Summary
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.
Disclaimer:The information contained in this press release is for general informational purposes only and is not intended to be an offer or solicitation for the purchase or sale of any financial instrument or security. The views expressed herein are the personal views of the individuals quoted and do not constitute investment advice. Past performance may or may not be sustained in the future. Neither the AMC, Trustee Company, Sponsor or its affiliates nor any person connected with them shall accept any liability arising from the use of this document. Investors are advised to read all scheme related documents carefully before investing. Investment in mutual funds involves risks, including the possible loss of principal.
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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