# WhiteOak Capital Mutual Fund — Profile, AUM, Fund Managers & Scheme Directory

**Canonical URL:** https://mfcalc.getabundance.in/amc/whiteoak-capital-mutual-fund
**Official Legal Entity:** WhiteOak Capital Mutual Fund
**Total Official AUM:** ₹37,392.34 Cr
**Total Schemes Managed:** 22
**Inception / Launch Date:** 2018-07-02
**Registered Office:** Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
**Contact Telephone:** 1800 266 3060
**Official Website:** http://www.whiteoakamc.com

## Key Investment Personnel & Fund Managers (5)

### Ramesh Mantri
- **Education:** Mr. Mantri is an MBA, CFA and CA
- **Experience:** Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
- **Key Schemes Managed:** WhiteOak Capital Flexi Cap Fund Direct Growth, WhiteOak Capital Mid Cap Fund Direct Growth, WhiteOak Capital ELSS Tax Saver Fund Direct Growth, WhiteOak Capital Large Cap Fund Direct Growth, WhiteOak Capital Balanced Advantage Fund Direct Growth (+15 more)

### Piyush Baranwal
- **Education:** 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.
- **Experience:** 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).
- **Key Schemes Managed:** WhiteOak Capital Liquid Fund Direct Growth, WhiteOak Capital Ultra Short Term Fund Direct Growth, WhiteOak Capital Flexi Cap Fund Direct Growth, WhiteOak Capital Mid Cap Fund Direct Growth, WhiteOak Capital ELSS Tax Saver Fund Direct Growth (+17 more)

### Trupti Agrawal
- **Education:** Ms. Agrawal has done B.Com and CA.
- **Experience:** Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
- **Key Schemes Managed:** WhiteOak Capital Flexi Cap Fund Direct Growth, WhiteOak Capital Mid Cap Fund Direct Growth, WhiteOak Capital ELSS Tax Saver Fund Direct Growth, WhiteOak Capital Large Cap Fund Direct Growth, WhiteOak Capital Balanced Advantage Fund Direct Growth (+14 more)

### Dheeresh Pathak
- **Education:** Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
- **Experience:** Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
- **Key Schemes Managed:** WhiteOak Capital Flexi Cap Fund Direct Growth, WhiteOak Capital Mid Cap Fund Direct Growth, WhiteOak Capital ELSS Tax Saver Fund Direct Growth, WhiteOak Capital Large Cap Fund Direct Growth, WhiteOak Capital Balanced Advantage Fund Direct Growth (+14 more)

### Ashish Agrawal
- **Education:** PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
- **Experience:** 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
- **Key Schemes Managed:** WhiteOak Capital Flexi Cap Fund Direct Growth, WhiteOak Capital Mid Cap Fund Direct Growth, WhiteOak Capital ELSS Tax Saver Fund Direct Growth, WhiteOak Capital Large Cap Fund Direct Growth, WhiteOak Capital Balanced Advantage Fund Direct Growth (+15 more)

## Mutual Fund Schemes Directory (22)

| Scheme Name | Category | AUM (₹ Cr) | NAV (₹) | 1Y Return | 3Y Return | 5Y Return | Scheme Link |
| :--- | :--- | :--- | :--- | :--- | :--- | :--- | :--- |
| [WhiteOak Capital Mid Cap Fund](https://mfcalc.getabundance.in/fund/150583) | Equity Schemes - Mid Cap Fund | ₹5,513.59 Cr | ₹22.02 | +11.76% | +20.42% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150583) |
| [WhiteOak Capital Multi Asset Allocation Fund](https://mfcalc.getabundance.in/fund/151746) | Hybrid Schemes - Multi Asset Allocation Fund | ₹7,308.19 Cr | ₹16.08 | +10.24% | +15.46% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/151746) |
| [WhiteOak Capital ELSS Tax Saver Fund](https://mfcalc.getabundance.in/fund/150589) | Equity Schemes - ELSS- Tax Saver Fund | ₹453 Cr | ₹17.81 | +0.36% | +14.21% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150589) |
| [WhiteOak Capital Flexi Cap Fund](https://mfcalc.getabundance.in/fund/150347) | Equity Schemes - Flexi Cap Fund | ₹8,017.54 Cr | ₹17.85 | +1.34% | +13.04% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150347) |
| [WhiteOak Capital Large Cap Fund](https://mfcalc.getabundance.in/fund/150799) | Equity Schemes - Large Cap Fund | ₹1,167.17 Cr | ₹14.60 | -3.27% | +11.01% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/150799) |
| [WhiteOak Capital Balanced Advantage Fund](https://mfcalc.getabundance.in/fund/151268) | Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation | ₹2,151.88 Cr | ₹14.72 | +1.43% | +10.05% | — | [View Factsheet](https://mfcalc.getabundance.in/fund/151268) |
| [WhiteOak Capital Liquid Fund](https://mfcalc.getabundance.in/fund/145968) | Income/Debt Oriented Schemes - Liquid Fund | ₹603.18 Cr | ₹1511.54 | +6.31% | +6.76% | +6.08% | [View Factsheet](https://mfcalc.getabundance.in/fund/145968) |
| [WhiteOak Capital Ultra Short Term Fund](https://mfcalc.getabundance.in/fund/147307) | Income/Debt Oriented Schemes - Ultra Short Term Fund | ₹566.68 Cr | ₹1459.28 | +5.84% | +6.44% | +5.70% | [View Factsheet](https://mfcalc.getabundance.in/fund/147307) |
| [WhiteOak Capital Multi Cap Fund](https://mfcalc.getabundance.in/fund/152072) | Equity Schemes - Multi Cap Fund | ₹3,513.3 Cr | ₹16.07 | +4.56% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152072) |
| [WhiteOak Capital Balanced Hybrid Fund](https://mfcalc.getabundance.in/fund/152133) | Hybrid Schemes - Balanced Hybrid Fund | ₹282.85 Cr | ₹13.23 | +0.82% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152133) |
| [WhiteOak Capital Large & Mid Cap Fund](https://mfcalc.getabundance.in/fund/152225) | Equity Schemes - Large & Mid Cap Fund | ₹2,205.36 Cr | ₹13.67 | +2.60% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152225) |
| [WhiteOak Capital Banking & Financial Services Fund](https://mfcalc.getabundance.in/fund/152322) | Equity Schemes - Sectoral Fund | ₹595.39 Cr | ₹12.82 | +1.84% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152322) |
| [WhiteOak Capital Pharma and Healthcare Fund](https://mfcalc.getabundance.in/fund/152348) | Equity Schemes - Sectoral Fund | ₹641.87 Cr | ₹17.00 | +20.21% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152348) |
| [WhiteOak Capital Special Opportunities Fund](https://mfcalc.getabundance.in/fund/152643) | Equity Schemes - Thematic Fund | ₹1,568.91 Cr | ₹14.54 | +10.71% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152643) |
| [WhiteOak Capital Arbitrage Fund](https://mfcalc.getabundance.in/fund/152850) | Hybrid Schemes - Arbitrage Fund | ₹1,350.83 Cr | ₹11.37 | +6.46% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152850) |
| [WhiteOak Capital Digital Bharat Fund](https://mfcalc.getabundance.in/fund/152914) | Equity Schemes - Sectoral Fund | ₹413.19 Cr | ₹10.15 | -4.98% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152914) |
| [WhiteOak Capital ESG Best-In-Class Strategy Fund](https://mfcalc.getabundance.in/fund/152963) | Equity Schemes - Thematic Fund | ₹53.57 Cr | ₹9.93 | -6.52% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/152963) |
| [WhiteOak Capital Quality Equity Fund](https://mfcalc.getabundance.in/fund/153190) | Equity Schemes - Thematic Fund | ₹609.22 Cr | ₹10.09 | -5.53% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153190) |
| [WhiteOak Capital Equity Savings Fund](https://mfcalc.getabundance.in/fund/153356) | Hybrid Schemes - Equity Savings Fund | ₹268.82 Cr | ₹11.52 | +4.65% | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/153356) |
| [WhiteOak Capital Consumption Opportunities Fund](https://mfcalc.getabundance.in/fund/154162) | Equity Schemes - Thematic Fund | ₹104.39 Cr | ₹10.25 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154162) |
| [WhiteOak Capital Aggressive Hybrid Fund](https://mfcalc.getabundance.in/fund/154393) | Hybrid Schemes - Aggressive Hybrid Fund | ₹3.41 Cr | ₹10.29 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154393) |
| [WhiteOak Capital Dividend Yield Fund](https://mfcalc.getabundance.in/fund/154553) | Equity Schemes - Dividend Yield Fund | — | ₹10.09 | — | — | — | [View Factsheet](https://mfcalc.getabundance.in/fund/154553) |

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### Regulatory Disclosures & Distributor Attribution

Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Historical returns are not indicative of future results.

**Abundance Financial Services** (ARN-251838, AMFI Registered Mutual Fund Distributor) · **Atin Kumar Agrawal** (APRN04279, APMI Registered PMS Distributor).