WhiteOak Capital Mutual Fund
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
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund - Direct Growth
|
4,346 | 28.57% | - | |
WhiteOak Capital ELSS Tax Saver Fund - Direct Growth
|
451 | 23.47% | - | |
WhiteOak Capital Flexi Cap Fund - Direct Growth
|
6,865 | 21.95% | - | |
WhiteOak Capital Large Cap Fund - Direct Growth
|
1,141 | 20.09% | - | |
| WhiteOak Capital Ultra Short Duration Fund-Dir Growth
|
576 | 7.12% | 6.11% | |
WhiteOak Capital Liquid Fund - Direct Growth
|
544 | 6.91% | 5.67% | |
WhiteOak Capital Large & Mid Cap Fund - Direct Growth
|
2,045 | - | - | |
WhiteOak Capital Banking & Financial Services Fund-Dir Growth
|
545 | - | - | |
WhiteOak Capital Pharma and Healthcare Fund-Dir Growth
|
502 | - | - | |
WhiteOak Capital Special Opportunities Fund-Dir Growth
|
1,361 | - | - |
WhiteOak Capital Mutual Fund Managers
Closed NFO
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08 Jan 2025
Launch Date
22 Jan 2025
Closed Date
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11 Oct 2024
Launch Date
25 Oct 2024
Closed Date
Other Calculators
Frequently Asked Questions
Yes, you can invest in WhiteOak Capital Mutual Fund direct plans on 5paisa and complete the entire transaction journey online.
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.
Direct plans generally avoid distributor commissions, while scheme-level costs like expense ratio remain applicable and are visible on the scheme details page.
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.
Yes, you can increase your SIP amount later by modifying your SIP instruction as per the platform’s supported options and mandate requirements.