73700
20
WhiteOak Capital Mutual Fund
- AMC AGE NA
- AMC AUM (In Cr) ₹ 36,502.56
- Number of Schemes 20
WhiteOak Capital Mutual Fund is known for its institutionally-oriented investing DNA, with an emphasis on structured research and a framework-driven approach to equity selection. The AMC is relatively young compared to legacy fund houses, but it has built mindshare among investors who value clarity of process, portfolio discipline, and differentiated research thinking.
When users search for WhiteOak Capital Mutual Fund returns or the best WhiteOak Capital Mutual Fund, it’s important to anchor the evaluation to the category and volatility profile - because equity outcomes can look very different over short and long cycles. On 5paisa, you can explore WhiteOak Capital Mutual Fund schemes in one place and decide whether SIP-based investing or lump sum allocations align better with your goals and time horizon.
For most investors, the more durable way to approach this AMC is to use it as a portfolio component - selected by role (growth, core equity exposure, thematic choice) rather than as a single “winner takes all” bet.
List of WhiteOak Capital Mutual Funds Schemes
Filters
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Growth
|
5,293 | 23.80% | - | |
WhiteOak Capital ELSS Tax Saver Fund Growth
|
450 | 16.33% | - | |
WhiteOak Capital Multi Asset Allocation-Reg Growth
|
7,118 | 15.50% | - | |
WhiteOak Capital Flexi Cap Fund Growth
|
7,907 | 15.42% | - | |
WhiteOak Capital Large Cap Fund - Regular Growth
|
1,164 | 12.90% | - | |
| WhiteOak Capital Balanced Advantage Fund - Reg Growth
|
2,152 | 10.52% | - | |
WhiteOak Capital Liquid Fund - Regular Growth
|
568 | 6.74% | 5.84% | |
| WhiteOak Capital Ultra Short Duration Fund-Reg Growth
|
580 | 6.33% | 5.56% | |
WhiteOak Capital Balanced Hybrid Fund - Regular Growth
|
282 | - | - | |
WhiteOak Capital Multi Cap Fund - Regular Growth
|
3,421 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
WhiteOak Capital Mid Cap Fund Growth
|
23.80% Fund Size (Cr.) - 5,293 |
||
WhiteOak Capital ELSS Tax Saver Fund Growth
|
16.33% Fund Size (Cr.) - 450 |
||
WhiteOak Capital Multi Asset Allocation-Reg Growth
|
15.50% Fund Size (Cr.) - 7,118 |
||
WhiteOak Capital Flexi Cap Fund Growth
|
15.42% Fund Size (Cr.) - 7,907 |
||
WhiteOak Capital Large Cap Fund - Regular Growth
|
12.90% Fund Size (Cr.) - 1,164 |
||
| WhiteOak Capital Balanced Advantage Fund - Reg Growth
|
10.52% Fund Size (Cr.) - 2,152 |
||
WhiteOak Capital Liquid Fund - Regular Growth
|
6.74% Fund Size (Cr.) - 568 |
||
| WhiteOak Capital Ultra Short Duration Fund-Reg Growth
|
6.33% Fund Size (Cr.) - 580 |
||
WhiteOak Capital Balanced Hybrid Fund - Regular Growth
|
- Fund Size (Cr.) - 282 |
||
WhiteOak Capital Multi Cap Fund - Regular Growth
|
- Fund Size (Cr.) - 3,421 |
View More
Key Information about WhiteOak Capital Mutual Fund
- Name of the Mutual Fund
- WhiteOak Capital Mutual Fund
- Date of Incorporation
- 21 April 2017
- Setup Date
- 03 July 2018
- Sponsor Name
- GPL Finance and Investments Private Limited
- Trustee Name
- WhiteOak Capital Trustee Limited
- Chief Executive Officer
- Mr. Aashish P Somaiyaa
- Compliance Officer
- Mr. Prannav Shah
- Chief Investment Officer
- NA
- Investment Service Officer
- Mr. Anup Mehta
- Auditor
- M/s. N. M. Raiji & Co.
- Custodian
- Deutsche Bank AG
- Registrars
- Computer Age Management Services Ltd.
- Address (Head Office)
- Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi
- Telephone No
- 022-6918 7607
- Fax No
- NA
WhiteOak Capital Mutual Fund Managers
How to Invest in WhiteOak Capital Mutual Fund?
Investing in WhiteOak Capital Mutual Fund through 5paisa is fully digital and designed to help you shortlist schemes quickly while staying in control of your decisions. Here’s the process:
Step 1: Sign in to your 5paisa account, or create a new account with your mobile number and email if you’re a first-time investor.
Step 2: Complete KYC by submitting PAN and address proof details through the online flow, ensuring your profile is investment-ready.
Step 3: Navigate to Mutual Funds and search for WhiteOak Capital Mutual Fund to view available WhiteOak Capital Mutual Fund schemes.
Step 4: Decide your investment intent—long-term growth, diversified equity exposure, or a specific allocation role within your portfolio.
Step 5: Review the selected scheme’s details and confirm it matches your expected holding period and risk preference.
Step 6: Choose SIP if you want disciplined investing and smoother market participation, or use lump sum if you’re allocating a one-time amount.
Step 7: Confirm the transaction, complete payment, and track the scheme in your 5paisa portfolio dashboard.
Once processed, your holdings reflect in the portfolio, and ongoing SIP management remains accessible from the same dashboard.
How to Invest in WhiteOak Capital Mutual Fund ?
Investing in WhiteOak Capital Mutual Fund through 5paisa is fully digital and designed to help you shortlist schemes quickly while staying in control of your decisions. Here’s the process:
Step 1: Sign in to your 5paisa account, or create a new account with your mobile number and email if you’re a first-time investor.
Step 2: Complete KYC by submitting PAN and address proof details through the online flow, ensuring your profile is investment-ready.
Step 3: Navigate to Mutual Funds and search for WhiteOak Capital Mutual Fund to view available WhiteOak Capital Mutual Fund schemes.
Step 4: Decide your investment intent—long-term growth, diversified equity exposure, or a specific allocation role within your portfolio.
Step 5: Review the selected scheme’s details and confirm it matches your expected holding period and risk preference.
Step 6: Choose SIP if you want disciplined investing and smoother market participation, or use lump sum if you’re allocating a one-time amount.
Step 7: Confirm the transaction, complete payment, and track the scheme in your 5paisa portfolio dashboard.
Once processed, your holdings reflect in the portfolio, and ongoing SIP management remains accessible from the same dashboard.
Top 10 WhiteOak Capital Mutual Fund to Invest
- WhiteOak Capital Mid Cap Fund Growth is an Mid Cap scheme that was launched on 16-08-2022 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹5,293 Crores, this scheme's latest NAV is ₹20.513 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Mid Cap Fund Growth scheme has delivered a return performance of 11.13% in the last 1 year, 23.80% in the last 3 years, and an 21.22 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Mid Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 5,293
- 3Y Return
- 23.80%
- WhiteOak Capital ELSS Tax Saver Fund Growth is an ELSS scheme that was launched on 16-08-2022 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹450 Crores, this scheme's latest NAV is ₹16.692 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital ELSS Tax Saver Fund Growth scheme has delivered a return performance of -2.27% in the last 1 year, 16.33% in the last 3 years, and an 15.15 since its launch. With a minimum SIP investment of just ₹500, this scheme offers a great investment opportunity for those looking to invest in ELSS.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 450
- 3Y Return
- 16.33%
- WhiteOak Capital Multi Asset Allocation-Reg Growth is an Multi Asset Allocation scheme that was launched on 03-05-2023 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹7,118 Crores, this scheme's latest NAV is ₹15.504 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Multi Asset Allocation-Reg Growth scheme has delivered a return performance of 11.48% in the last 1 year, 15.50% in the last 3 years, and an 15.53 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Asset Allocation.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 7,118
- 3Y Return
- 15.50%
- WhiteOak Capital Flexi Cap Fund Growth is an Flexi Cap scheme that was launched on 12-07-2022 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹7,907 Crores, this scheme's latest NAV is ₹16.8 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Flexi Cap Fund Growth scheme has delivered a return performance of -0.63% in the last 1 year, 15.42% in the last 3 years, and an 14.49 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Flexi Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 7,907
- 3Y Return
- 15.42%
- WhiteOak Capital Large Cap Fund - Regular Growth is an Large Cap scheme that was launched on 10-11-2022 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹1,164 Crores, this scheme's latest NAV is ₹14.175 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Large Cap Fund - Regular Growth scheme has delivered a return performance of -2.38% in the last 1 year, 12.90% in the last 3 years, and an 10.48 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Large Cap Mutual Funds.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,164
- 3Y Return
- 12.90%
- WhiteOak Capital Balanced Advantage Fund - Reg Growth is an Dynamic Asset Allocation or Balanced Advantage scheme that was launched on 20-01-2023 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹2,152 Crores, this scheme's latest NAV is ₹14.053 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Balanced Advantage Fund - Reg Growth scheme has delivered a return performance of -0.51% in the last 1 year, 10.52% in the last 3 years, and an 10.84 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Dynamic Asset Allocation or Balanced Advantage.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 2,152
- 3Y Return
- 10.52%
- WhiteOak Capital Liquid Fund - Regular Growth is an Liquid scheme that was launched on 02-01-2019 and is currently under the management of our experienced fund manager Piyush Baranwal. With an impressive
AUM of ₹568 Crores, this scheme's latest NAV is ₹1481.8442 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Liquid Fund - Regular Growth scheme has delivered a return performance of 6.01% in the last 1 year, 6.74% in the last 3 years, and an 5.47 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 Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 568
- 3Y Return
- 6.74%
- WhiteOak Capital Ultra Short Duration Fund-Reg Growth is an Ultra Short Duration scheme that was launched on 24-05-2019 and is currently under the management of our experienced fund manager Piyush Baranwal. With an impressive
AUM of ₹580 Crores, this scheme's latest NAV is ₹1428.7503 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Ultra Short Duration Fund-Reg Growth scheme has delivered a return performance of 5.43% in the last 1 year, 6.33% in the last 3 years, and an 5.24 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 Fund.
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 580
- 3Y Return
- 6.33%
- WhiteOak Capital Balanced Hybrid Fund - Regular Growth is an Balanced Hybrid scheme that was launched on 05-10-2023 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹282 Crores, this scheme's latest NAV is ₹12.76 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Balanced Hybrid Fund - Regular Growth scheme has delivered a return performance of 0.50% in the last 1 year, - in the last 3 years, and an 9.84 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Balanced Hybrid Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 282
- 3Y Return
- -
- WhiteOak Capital Multi Cap Fund - Regular Growth is an Multi Cap scheme that was launched on 31-08-2023 and is currently under the management of our experienced fund manager Ramesh Mantri. With an impressive
AUM of ₹3,421 Crores, this scheme's latest NAV is ₹15.028 as of 6/1/2026 12:00:00 AM.
WhiteOak Capital Multi Cap Fund - Regular Growth scheme has delivered a return performance of 3.51% in the last 1 year, - in the last 3 years, and an 16.33 since its launch. With a minimum SIP investment of just ₹100, this scheme offers a great investment opportunity for those looking to invest in Multi Cap Fund.
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 3,421
- 3Y Return
- -
Upcoming NFO
-
-
08 Jun 2026
Launch Date
22 Jun 2026
Closed Date
Other Calculators
Frequently Asked Questions
You can search WhiteOak Capital Mutual Fund in the Mutual Funds section on 5paisa, select a scheme, and invest via SIP or lump sum after reviewing the details.
The best WhiteOak Capital Mutual Fund for SIP is typically the one that aligns with your goal, category choice, and holding period while fitting neatly into your overall allocation.
Schemes offered by WhiteOak Capital Mutual Funds have their own respective expense ratios that are available for you to check on the individual mutual fund of your choice in the table above.
Yes, SIP instructions can be managed digitally on 5paisa, allowing you to pause, stop, or adjust contributions depending on your needs.
You need an active 5paisa account, completed KYC verification, and a linked bank account to place purchases and receive redemptions.
It is fairly simple to increase your SIP amount in WhiteOak Capital Mutual Fund with 5paisa app. All you need to do is open up your running SIP on the 5paisa trading app and adjust the SIP amount or add another SIP in another scheme that is aligned with your plan.