WhiteOak Capital Mutual Fund
AMFI Registered Mutual Fund
Official Total AUM
₹37.4k Cr
AMFI Disclosed
Schemes Managed
22
Active Portfolios
Inception Date
2018-07-02
Founding Year
Key Managers
5
Tracked Professionals
📍 Office: Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
📞 Phone: 1800 266 3060
🌐 Website: www.whiteoakamc.com
Key People & Fund Managers (5)
Ramesh Mantri
🎓 Mr. Mantri is an MBA, CFA and CA
Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Piyush Baranwal
🎓 Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Trupti Agrawal
🎓 Ms. Agrawal has done B.Com and CA.
Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Dheeresh Pathak
🎓 Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
Ashish Agrawal
🎓 PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
All Mutual Fund Schemes (22)
| Scheme Name | Category | AUM | NAV | 1Y Ret | 3Y Ret | 5Y Ret | |
|---|---|---|---|---|---|---|---|
| WhiteOak Capital Flexi Cap Fund | Equity Schemes - Flexi Cap Fund | ₹8.0k Cr | ₹17.85 | +1.34% | +13.04% | — | |
| WhiteOak Capital Multi Asset Allocation Fund | Hybrid Schemes - Multi Asset Allocation Fund | ₹7.3k Cr | ₹16.08 | +10.24% | +15.46% | — | |
| WhiteOak Capital Mid Cap Fund | Equity Schemes - Mid Cap Fund | ₹5.5k Cr | ₹22.02 | +11.76% | +20.42% | — | |
| WhiteOak Capital Multi Cap Fund | Equity Schemes - Multi Cap Fund | ₹3.5k Cr | ₹16.07 | +4.56% | — | — | |
| WhiteOak Capital Large & Mid Cap Fund | Equity Schemes - Large & Mid Cap Fund | ₹2.2k Cr | ₹13.67 | +2.60% | — | — | |
| WhiteOak Capital Balanced Advantage Fund | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹2.2k Cr | ₹14.72 | +1.43% | +10.05% | — | |
| WhiteOak Capital Special Opportunities Fund | Equity Schemes - Thematic Fund | ₹1.6k Cr | ₹14.54 | +10.71% | — | — | |
| WhiteOak Capital Arbitrage Fund | Hybrid Schemes - Arbitrage Fund | ₹1.4k Cr | ₹11.37 | +6.46% | — | — | |
| WhiteOak Capital Large Cap Fund | Equity Schemes - Large Cap Fund | ₹1.2k Cr | ₹14.60 | -3.27% | +11.01% | — | |
| WhiteOak Capital Pharma and Healthcare Fund | Equity Schemes - Sectoral Fund | ₹641.9 Cr | ₹17.00 | +20.21% | — | — | |
| WhiteOak Capital Quality Equity Fund | Equity Schemes - Thematic Fund | ₹609.2 Cr | ₹10.09 | -5.53% | — | — | |
| WhiteOak Capital Liquid Fund | Income/Debt Oriented Schemes - Liquid Fund | ₹603.2 Cr | ₹1511.54 | +6.31% | +6.76% | +6.08% | |
| WhiteOak Capital Banking & Financial Services Fund | Equity Schemes - Sectoral Fund | ₹595.4 Cr | ₹12.82 | +1.84% | — | — | |
| WhiteOak Capital Ultra Short Term Fund | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹566.7 Cr | ₹1459.28 | +5.84% | +6.44% | +5.70% | |
| WhiteOak Capital ELSS Tax Saver Fund | Equity Schemes - ELSS- Tax Saver Fund | ₹453 Cr | ₹17.81 | +0.36% | +14.21% | — | |
| WhiteOak Capital Digital Bharat Fund | Equity Schemes - Sectoral Fund | ₹413.2 Cr | ₹10.15 | -4.98% | — | — | |
| WhiteOak Capital Balanced Hybrid Fund | Hybrid Schemes - Balanced Hybrid Fund | ₹282.9 Cr | ₹13.23 | +0.82% | — | — | |
| WhiteOak Capital Equity Savings Fund | Hybrid Schemes - Equity Savings Fund | ₹268.8 Cr | ₹11.52 | +4.65% | — | — | |
| WhiteOak Capital Consumption Opportunities Fund | Equity Schemes - Thematic Fund | ₹104.4 Cr | ₹10.25 | — | — | — | |
| WhiteOak Capital ESG Best-In-Class Strategy Fund | Equity Schemes - Thematic Fund | ₹53.6 Cr | ₹9.93 | -6.52% | — | — | |
| WhiteOak Capital Aggressive Hybrid Fund | Hybrid Schemes - Aggressive Hybrid Fund | ₹3.4 Cr | ₹10.29 | — | — | — | |
| WhiteOak Capital Dividend Yield Fund | Equity Schemes - Dividend Yield Fund | — | ₹10.09 | — | — | — |
Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns.
Abundance Financial Services (ARN-251838, AMFI Registered Mutual Fund Distributor) · Atin Kumar Agrawal (APRN04279, APMI Registered PMS Distributor).