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WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund

Founded by Mr Prakash Khemka in June 2017, White Oak Capital Asset Management Limited is a money management firm with a strong presence in the mutual fund domain of India. White Oak Capital AMC, previously known as Yes Mutual Fund, prioritizes research and the adept implementation of financial services. The firm’s global presence in more than four countries, including Singapore, Mauritius, the UK, and Switzerland, has been a significant contribution to Foreign Portfolio Investment inflows in India during the last three years.

Best WhiteOak Capital Mutual Fund

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What makes White Oak Capital Mutual Funds stand apart from other asset management and firms is its unique analytical approach towards equity, which is driven by data that gives a deeper understanding of financial processes and profitability. This ultimately aids in the creation of a balanced portfolio. View More

The foundation of White Oak Capital is built on the principle of supreme execution of services, thus giving utmost importance to the performance of their mutual funds. White Oak Capital Mutual Funds Online in India constantly evaluates and assesses its financial services rather than focusing on results to refine its schemes.

The entities of the White Oak group accumulatively hold Assets Under Management (AUM) worth USD ~ 5.6 billion (as of 31st October 2021). Aiming for a more international client base, White Oak Capital Mutual Funds Online manages sovereign wealth funds, pension plans, endowments, individuals and family offices investing in India through a design of independently maintained investment funds and accounts.

WhiteOak Capital Mutual Fund Managers

Parag Jariwala

Mr Parag Jariwala serves as one of the investment directors at White Oak Capital. He possesses immense knowledge in the banking and finance domain, having spent more than thirteen years researching equity markets. His rich background in the BFSI sector includes professional commitments at Religare Capital, Macquarie, and other domestic firms. At Macquarie, he was praised by the clients for his research-backed articles.

Rishi Maheshwari

Mr Rishi Maheshwari’s currently serves as a director at White Oak Capital. His expertise in investment banking and private equity stems from his vast experience working in the US, India and Middle East. He also worked at Goldman Sachs in New York & Chicago. His academic qualifications include a Bachelor of Science degree in Finance from the Indiana University, Bloomington.

Rohit Chordia

Before joining White Oak Capital as a director, he worked as an analyst at Kotak Institutional Equities. He has more than fourteen years of experience in the investment domain. His prominent achievements include being ranked as a top analyst in Institutional Investor and Asia Money polls. He worked as a financial analyst with Ameriprise Financial on a research front, contributing toward areas of study like competitive markets and cost modifications.

Ayush Abhijeet

Mr Ayush Abhijeet works with White Oak as an Associate Director, managing the technology branch. Apart from working in the investment sector, he was previously employed in the macro structuring and trading departments at Credit Suisse and Deutsche Bank in Mumbai. Later, he worked as an Investment Analyst at Avendus Capital in Indian public equities. His noteworthy educational attainments include a Bachelor’s degree in engineering from IIT Delhi and an MBA from IIM Ahmedabad.

Anand Bhavnani

Mr Anand Bhavnani has a deep understanding of equity funds and economic management, having spent more than nine years in this field of work. His first stint in the finance management profession was as a Derivatives trader with Futures First. Before joining White Oak Capital as an Associate Director, he worked at Unifi Capital, Sameeksha Capital, and Citi Global Markets.

Piyush Baranwal

With over 13 years of experience in trading in fixed income and portfolio management, Mr Piyush Baranwal worked at BOI AXA Investment Managers as the Head of Fixed Income. He has also worked as a portfolio manager at Morgan Stanley Investment Management.

Piyush holds a B.E in Electronics & Communication degree and PGDBM degree with a specialization in finance. He has also completed the CFA certification course run by the CFA Institute of the United States.

How To Invest In White Oak Mutual Fund?

With 5Paisa, investing in the White Oak mutual fund is easy and hassle-free. 5Paisa is one of the biggest online investment platforms available in the country and provides a simple and quick way to add White Oak and other mutual fund investments to your portfolio. View More

You must follow a few steps to invest in mutual funds with 5Paisa. These are explained below:

Step 1: To start investing in a mutual fund, visit the website of 5Paisa and log in to your account. If you haven’t yet created an account with 5Paisa, you can create one quickly by clicking on this link. Registering on the platform is relatively easy and involves just three steps. Alternatively, you can download and install the 5Paisa app on your Android or iOS smartphone and log in to the platform from your mobile device.

Step 2: Upon logging in, you will see different investment choices with various amounts and payment options. You can either choose from ‘one-time’ or ‘SIP’ options to see the funds available for investment or search for White Oak mutual fund to see the schemes.

Step 3: Explore all the funds displayed and choose the one that best matches your risk level, financial goals, and other preferences.

Step 4: Once you select your mutual fund scheme, you may be asked to choose from ‘lumpsum’ or ‘SIP’ based on your interest.

Step 5: Enter the amount you want to invest in the fund and click on the ‘Invest Now’ button to proceed. You are then directed to complete the payment and order process.

Step 6: You can pay for your investment from your ledger balance if you have already added money. If not, you can quickly set up an autopay mandate through UPI or net banking payment methods. Selecting the preferred option takes you through the process with step-by-step instructions on completing the payment.

Your order for investment in the White Oak mutual fund gets placed on 5Paisa. The mutual fund you invest in reflects in the account 3-4 working days after placing the order. If you go with the SIP option, the investment amount gets automatically deducted every month starting from the day you make your first payment.

Top 10 WhiteOak Capital Mutual Fund to Invest

  • Fund Name
  • Min SIP Investment Amt
  • AUM (Cr.)
  • 3Y Return

WhiteOak Capital Overnight Fund – Direct Growth is an Overnight scheme that was launched on 23-08-19 and is currently under the management of our experienced fund manager Piyush Baranwal. With an impressive AUM of ₹14 Crores, this scheme's latest NAV is ₹1130.9562 as of 18-12-22.

WhiteOak Capital Overnight Fund – Direct Growth scheme has delivered a return performance of 21.2% in the last 1 year, 22.1% in the last 3 years, and an - since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Overnight funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹14
  • 3Y Return
  • 21.2%

WhiteOak Capital Liquid Fund – Direct Growth is an Liquid scheme that was launched on 17-01-19 and is currently under the management of our experienced fund manager Piyush Baranwal. With an impressive AUM of ₹160 Crores, this scheme's latest NAV is ₹1240.0778 as of 20-08-23.

WhiteOak Capital Liquid Fund – Direct Growth scheme has delivered a return performance of 6.5% in the last 1 year, 4.3% in the last 3 years, and an 4.8% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Liquid funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹160
  • 3Y Return
  • 6.5%

WhiteOak Capital Ultra Short Term Fund – Direct Growth is an Ultra Short Duration scheme that was launched on 06-06-19 and is currently under the management of our experienced fund manager Piyush Baranwal. With an impressive AUM of ₹196 Crores, this scheme's latest NAV is ₹1233.0779 as of 18-08-23.

WhiteOak Capital Ultra Short Term Fund – Direct Growth scheme has delivered a return performance of 6.6% in the last 1 year, 5.1% in the last 3 years, and an 5.1% since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in Ultra Short Duration funds.

  • Min SIP Investment Amt
  • ₹500
  • AUM (Cr.)
  • ₹196
  • 3Y Return
  • 6.6%

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Frequently Asked Questions

How to invest in White Oak mutual fund? 

You can easily invest in White Oak mutual funds without any hassle through 5Paisa and other online portals. You can also visit the White Oak AMC office and fill out the form. Alternatively, you can consult an investment advisor to start investing in mutual funds.

Which White Oak mutual fund is the best?

White Oak mutual fund currently offers three debt schemes investing predominantly in debt and money market instruments. However, not every fund suits all investors. The mutual funds have their own investment horizons and objectives and suit different risk levels.

An investor should analyze how much risk he can take and choose the fund that best matches his risk appetite, financial goals, and investment horizon.

Can you increase the SIP in White Oak mutual fund?

Yes, increasing the SIP amount in the White Oak mutual fund is possible. If you haven’t started investing yet, you can do this with the SIP top-up option that allows topping up the SIP with an amount or percentage every year, boosting the fund returns.

If you have already invested in the SIP, you can stop the existing one and start a new one with a revised amount. You can even choose to start a new SIP in the same fund with an additional amount to have two SIPs in a fund.

What are the benefits of investing in White Oak mutual funds with 5Paisa?

5Paisa lets you invest in White Oak mutual fund and other investment options at zero commission. Moreover, investing in mutual funds with 5Paisa is entirely safe and hassle-free and has several other benefits like:

  • Flexibility to select from a wide range of options
  • Liquidity transparency
  • Investment in SIP with as low as INR 500 or INR 100
  • Simple investment process for SIP or lump sum

How much should you invest in a White Oak mutual fund SIP?

The amount you should invest in the White Oak mutual fund SIP can be determined on the basis of the risk involved in the fund and the tenure of the investment. Analyze these aspects and decide on the amount you think is the most suitable for your financial goals and risk appetite.

Is White Oak a good mutual fund for investment?

Yes, White Oak Capital Asset Management Ltd. is one of the best AMCs to invest in mutual funds. It has a presence in India, the UK, Mauritius, and Ireland and caters to individual and institutional investors worldwide.

It manages an AUM of more than INR 40,000 crore dedicated to equity assets as of 2022 and aims to provide a wide range of financial products to suit investors of varying interests and goals.

How to stop a SIP in White Oak mutual fund?

You can stop SIP investment either online or offline. To do it offline, you can visit the nearest branch of White Oak AMC and submit a request or ask the advisor to do the same.

You can visit the White Oak website and stop the SIP for the online method. Alternatively, you can do this from one of the online portals like 5Paisa.

How to withdraw your White Oak mutual fund?

To withdraw your investment in the White Oak mutual fund, you can either submit a withdrawal slip with details at the nearest branch of the AMC or do it through an advisor.

You can also redeem your investment online by visiting the fund house’s website or through portals like 5Paisa. Once redeemed, the amount gets credited into the account in 2-3 working days.

Do you need a DEMAT account to invest in the White Oak mutual fund with 5Paisa?

No, investing in White Oak mutual fund with 5Paisa does not require having a DEMAT account. You can download and install the 5Paisa trading app on your mobile device and open a mutual fund account to start investing in these schemes.

How to calculate the SIP for the White Oak mutual fund?

To calculate your SIP amount for the White Oak mutual fund, you should consider factors like investment amount, tenure of SIP, number of SIPs of the fund already paid, and the expected interest rate.

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