How to start a White Oak mutual fund SIP online?

Here’s how you can start a SIP in White Oak Mutual Funds, Launch Tickertape Mutual Fund Screener. Select the White Oak Mutual Funds that aligns with your investment goals. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK” Your order will be placed.

How to calculate White Oak mutual fund returns?

Here’s how you can calculate returns on your White Oak mutual fund investement - Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100 With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the White Oak mutual fund’s performance.

Does White Oak offer tax-free mutual fund schemes?

White Oak offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act. Disclaimer: You can check the latest information about White Oak ELSS funds on Tickertape Mutual Fund Screener.

How do I cancel/stop White Oak mutual fund SIP?

To cancel White Oak mutual fund SIP, please refer to the official website. Disclaimer: Please do your own research or consult your financial advisor before making financial decision.

How to withdraw money from White Oak mutual funds?

Here’s how to withdraw/redeem from White Oak mutual fund on Tickertape Mutual Fund Screener - Step 1 - Select the White Oak mutual fund you want to redeem Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar. Step 4 - Find the White Oak mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”), Step 5 - Tap on the mutual fund name to open its details page. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption. Step 8 - Confirm your bank account details. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.

What are the redemption charges for White Oak mutual funds?

White Oak mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.

Which are the top-performing funds of White Oak mutual funds?

Here are the top White Oak mutual funds based on their 5Y CAGR: WOC Ultra Short Duration Fund WOC Liquid Fund WOC Flexi Cap Fund WOC Mid Cap Fund WOC ELSS Tax Saver Fund Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

How to increase the SIP amount in White Oak mutual funds?

You can do it from your broker account or from White Oak mutual fund official website.

How to choose the best White Oak mutual funds before investing?

Here’s how to choose the best White Oak mutual fund for investing - Assess your risk tolerance. Analyse the fund’s performance on Tickertape Mutual Fund Screener. Compare the expense ratio. Evaluate portfolio diversification across sectors, market caps, and asset classes. Understand tax implications as equity and debt funds are taxed differently. Check for exit load and lock-in period. Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Top WhiteOak Mutual Funds - SIP Schemes, Performance, Returns 2025

As of the second quarter of FY 2025, WhiteOak Capital Asset Management Limited oversees more than ₹10,000 cr in assets. We'll walk you through the mutual fund schemes WhiteOak offers in India, looking at how they're performing right now and what market trends mean for investors.

Top WhiteOak Mutual Funds in 2025

Top WhiteOak Mutual Funds in India (2025)

Here's the list of top WhiteOak mutual funds across equity, debt, hybrid funds offered by WhiteOak Capital Asset Management Ltd.

Created by

@8260032 8260032

Showing 1 - 19 of 19 results

last updated at 8:00 AM IST

	NameMFs (19)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Expense RatioExpense Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	WOC Flexi Cap Fund WOC Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	6,481.36 6,481.36	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	18.82 18.82	5.47 5.47	12.39 12.39	20.78 20.78	0.51 0.51	1.00 1.00	13.70 13.70	0.65 0.65
2.	WOC Multi Asset Allocation Fund WOC Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	4,530.34 4,530.34	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	15.50 15.50	6.29 6.29	19.95 19.95	- -	0.34 0.34	1.00 1.00	4.76 4.76	2.91 2.91
3.	WOC Mid Cap Fund WOC Mid Cap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	4,075.13 4,075.13	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	21.36 21.36	7.43 7.43	15.60 15.60	27.75 27.75	0.55 0.55	1.00 1.00	16.71 16.71	0.76 0.76
4.	WOC Multi Cap Fund WOC Multi Cap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	2,638.72 2,638.72	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	16.24 16.24	5.95 5.95	14.96 14.96	- -	0.51 0.51	1.00 1.00	14.73 14.73	0.78 0.78
5.	WOC Balanced Advantage Fund WOC Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	2,015.14 2,015.14	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	15.37 15.37	3.75 3.75	11.79 11.79	- -	0.57 0.57	1.00 1.00	8.10 8.10	0.95 0.95
6.	WOC Large & Mid Cap Fund WOC Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	1,958.86 1,958.86	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	14.06 14.06	6.06 6.06	13.75 13.75	- -	0.57 0.57	1.00 1.00	14.16 14.16	0.73 0.73
7.	WOC Special Opp Fund WOC Special Opp Fund	Thematic Fund Thematic Fund	Growth Growth	1,186.55 1,186.55	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	13.72 13.72	4.87 4.87	17.62 17.62	- -	0.56 0.56	1.00 1.00	14.67 14.67	0.93 0.93
8.	WOC Large Cap Fund WOC Large Cap Fund	Large Cap Fund Large Cap Fund	Growth Growth	1,103.81 1,103.81	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	16.09 16.09	5.03 5.03	12.05 12.05	- -	0.57 0.57	1.00 1.00	12.77 12.77	0.66 0.66
9.	WOC Arbitrage Fund WOC Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	735.66 735.66	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.88 10.88	1.66 1.66	7.40 7.40	- -	0.37 0.37	0.25 0.25	0.85 0.85	3.63 3.63
10.	WOC Quality Equity Fund WOC Quality Equity Fund	Thematic Fund Thematic Fund	Growth Growth	645.81 645.81	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.83 10.83	3.67 3.67	- -	- -	0.61 0.61	1.00 1.00	11.57 11.57	0.62 0.62
11.	WOC Liquid Fund WOC Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	536.63 536.63	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	1,442.85 1,442.85	1.43 1.43	6.64 6.64	6.96 6.96	0.21 0.21	0.01 0.01	0.17 0.17	7.17 7.17
12.	WOC Ultra Short Duration Fund WOC Ultra Short Duration Fund	Ultra Short Duration Fund Ultra Short Duration Fund	Growth Growth	530.99 530.99	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	1,441.88 1,441.88	1.46 1.46	7.11 7.11	7.22 7.22	0.50 0.50	- -	0.34 0.34	8.85 8.85
13.	WOC Banking & Financial Services Fund WOC Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	523.06 523.06	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	13.31 13.31	4.48 4.48	19.95 19.95	- -	0.65 0.65	1.00 1.00	13.82 13.82	1.10 1.10
14.	WOC Pharma and Healthcare Fund WOC Pharma and Healthcare Fund	Sectoral Fund - Pharma & Health Care Sectoral Fund - Pharma & Health Care	Growth Growth	480.08 480.08	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	14.61 14.61	1.51 1.51	13.81 13.81	- -	0.65 0.65	1.00 1.00	15.66 15.66	0.66 0.66
15.	WOC ELSS Tax Saver Fund WOC ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	414.27 414.27	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	18.98 18.98	5.19 5.19	12.21 12.21	22.48 22.48	0.67 0.67	- -	14.27 14.27	0.62 0.62
16.	WOC Digital Bharat Fund WOC Digital Bharat Fund	Sectoral Fund - Technology Sectoral Fund - Technology	Growth Growth	407.61 407.61	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.96 10.96	6.26 6.26	14.39 14.39	- -	0.65 0.65	1.00 1.00	20.29 20.29	0.62 0.62
17.	WOC Balanced Hybrid Fund WOC Balanced Hybrid Fund	Balanced Hybrid Fund Balanced Hybrid Fund	Growth Growth	248.31 248.31	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	13.71 13.71	4.59 4.59	11.08 11.08	- -	0.61 0.61	1.00 1.00	7.38 7.38	0.97 0.97
18.	WOC Equity Savings Fund WOC Equity Savings Fund	Equity Savings Equity Savings	Growth Growth	155.21 155.21	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	11.28 11.28	3.68 3.68	- -	- -	0.48 0.48	0.25 0.25	3.75 3.75	3.84 3.84
19.	WOC ESG Best-In-Class Strategy Fund WOC ESG Best-In-Class Strategy Fund	Thematic Fund Thematic Fund	Growth Growth	71.09 71.09	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.91 10.91	4.12 4.12	12.06 12.06	- -	0.61 0.61	1.00 1.00	12.90 12.90	0.66 0.66

Edit Filters

Analyse WhiteOak Mutual Funds Further

Visit 'WhiteOak Mutual Funds' Screener

Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: WhiteOak Capital Asset Management Limited | AUM: Sorted from Highest to Lowest

What are White Oak Mutual Funds?

White Oak Mutual Funds are investment schemes run by WhiteOak Capital Asset Management Limited, a research-focused fund house in India. These funds collect money from different investors and put it into various assets like equities (stocks), debt (bonds), and hybrid options, based on what each fund is designed to do.

Professional fund managers handle each White Oak Mutual Fund, working to deliver returns that match the fund's specific aims—whether that's growing your capital, generating regular income, or protecting your wealth over time.

Key Information About WhiteOak Capital Asset Management Limited

Here are the key details about WhiteOak Capital Asset Management Limited-

Category	Details
Company Name	White Oak Asset Management Pvt Ltd
Founded	2017
Ownership	Part of White Oak Capital Group
Assets Under Management (AUM)	₹10,000 cr (as of Q2 FY 2025)
Headquarters	Mumbai, Maharashtra, India
Products Offered	Equity Funds, Debt Funds, Hybrid Funds, Solution-Oriented Funds
Key Management	Prashant Khemka (Founder and Chief Investment Officer)
Regulatory Authority	SEBI (Securities and Exchange Board of India)
Mutual Fund Schemes	White Oak Asset Management offers 15+ schemes across various asset classes
Distribution Network	Available through direct and regular plans, accessible via platforms, brokers, and financial advisors
Sustainability Initiatives	Focus on ESG (Environmental, Social, Governance) criteria in investment choices
Distribution Channels	Online platforms, Distributors, Agents, Banks, and Direct Plans

Types of Funds Offered by White Oak Mutual Funds

White Oak Equity Funds

White Oak's equity funds put your money into stocks from different company sizes. You've got large-cap stocks that are well-established, mid-caps that are growing fast, and small-caps with big potential. Their Flexi Cap and Mid Cap funds are pretty popular choices if you're looking at this category.

White Oak Debt Funds

The debt funds stick to safer stuff like government bonds and corporate debt. Nothing too fancy—just steady returns without taking massive risks. If you're looking for a liquid option, you can consider the WOC Liquid Fund. There's also the Ultra Short Duration Fund for short-term parking.

White Oak Hybrid Funds

Hybrid funds mix things up. You get some stocks for growth and some bonds for stability. It's like having your cake and eating it too. The Balanced Advantage and Balanced Hybrid funds work this way—giving you a bit of both worlds.

White Oak Thematic & Sectoral Funds

Thematic go after specific sectors. Banking, pharma, tech—whatever industry looks promising. You're putting more eggs in one basket, but that's the trade-off. Their Banking & Financial Services Fund does well when banks do well, and the same goes for the Pharma and Healthcare Fund.

Overview Top White Oak Mutual Fund Schemes

WOC Flexi Cap Fund

WOC Flexi Cap Fund invests across a wide range of market capitalisations, offering flexibility to adapt to changing market conditions. The fund seeks long-term capital appreciation by investing in large, mid, and small-cap stocks based on market opportunities.

WOC Mid Cap Fund

WOC Mid Cap Fund focuses on investing in mid-sized companies with strong growth potential. By targeting companies in the mid-cap segment, the fund aims to balance risk and growth opportunities, investing in stocks that can deliver significant returns over time.

WOC Multi Asset Allocation Fund

WOC Multi Asset Allocation Fund is designed to invest across multiple asset classes, including equity, debt, and gold. It aims to provide diversification and manage risk by allocating assets based on market conditions, seeking a balanced approach that strikes a balance between growth and stability.

WOC Multi Cap Fund

WOC Multi Cap Fund invests across large, mid, and small-cap stocks, offering diversified exposure to different market segments. The fund seeks to achieve long-term capital appreciation by balancing the growth potential of small-cap stocks with the stability of large-cap investments.

WOC Balanced Advantage Fund

WOC Balanced Advantage Fund dynamically adjusts the equity and debt allocation based on market conditions. By shifting between asset classes, it aims to provide capital growth while managing risk, making it suitable for investors seeking a balanced risk-return profile.

How to Invest in WhiteOak Mutual Funds?

Here’s how you can identify and invest in top WhiteOak Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “WhiteOak Capital Asset Management Ltd”.
Sort out the top WhiteOak mutual funds based on over 50 fundamental and technical filters.
After identifying the WhiteOak mutual funds, that align with your investment thesis, click on “Place Order” to invest the WhiteOak mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in WhiteOak mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top WhiteOak Mutual Fund Managers

Prashant Khemka

Prashant Khemka founded WhiteOak Capital and serves as its Chief Investment Officer. Previously with Goldman Sachs Asset Management, he has over 20 years of experience managing India and Global Emerging Market portfolios with a bottom-up investment approach.

Piyush Baranwal

Piyush Baranwal manages WhiteOak’s fixed-income schemes. A CFA charterholder with over 15 years of experience, he specialises in credit research, yield strategies, and duration management across debt products.

Ramesh Mantri

Ramesh Mantri manages equity portfolios at WhiteOak Capital. With strong research expertise and over 15 years in capital markets, he focuses on identifying quality businesses with sustainable growth potential.

Ashish Agrawal

Ashish Agrawal co-manages several equity funds at WhiteOak. His experience in research and portfolio construction supports the firm’s philosophy of generating long-term value through disciplined stock selection.

Risks Associated with WhiteOak Mutual Funds

Market Risk

White Oak Mutual Funds move up and down with broader market conditions. Economic slowdowns, political tensions, or policy shifts can push portfolio values lower. Your returns will feel the direct impact of these changes.

Concentration Risk

Several White Oak funds put significant money into particular sectors or asset types. This bet pays off handsomely when those sectors perform well. But when they stumble, losses stack up faster than what you'd see in funds spread across many industries.

Interest Rate Risk

White Oak's debt funds react to interest rate changes. When rates climb, existing bonds lose value because newer bonds offer better yields. This drops the fund's net asset value during rate-hiking cycles.

Credit Risk

Funds holding corporate bonds face the possibility that companies won't make their scheduled payments. When issuers default on interest or principal, it hits the fund's stability and its ability to generate income.

Liquidity Risk

White Oak Mutual Funds can run into trouble selling assets during market panics. Getting favourable prices when redeeming shares becomes harder. Funds holding securities that don't trade easily face the biggest problems here.

Install App

Factors to Consider Before Investing in WhiteOak Mutual Funds

Fund Investment Strategy

Review how each White Oak fund actually invests. Look at what assets they buy, how much risk they take, and their overall management style. This tells you whether their approach matches what you're trying to accomplish.

Historical Performance Track Record

Check how the fund performed across different market cycles. Past results show consistency and how managers handled tough periods. However, strong past performance doesn't promise future success.

Expense Ratio and Fees

Management fees and other costs eat directly into your returns. Compare what White Oak charges against similar funds. Even small fee differences compound into substantial amounts over the years.

Assets Under Management (AUM)

Fund size matters for how managers can invest. Really large funds struggle to deploy money efficiently in certain opportunities. Very small funds face liquidity problems and higher operational costs, eating into returns.

Risk Profile Alignment

Think about how much volatility you can handle without panicking. Match the fund's risk level to your financial goals and timeline. Funds with big swings need investors who can sit tight during scary market periods.

Regulatory Compliance and Transparency

Check whether the fund follows regulations properly and communicates clearly with investors. Look into their track record on compliance issues. Strong governance usually means management puts investor interests first.

Documents Required to Invest in White Oak Mutual Fund

Here are a few documents you may require to invest in White Oak Mutual Funds

Know Your Customer (KYC) Compliance
Common Application Form
Proof of Identity (PoI)
Proof of Address (PoA)
Proof of Bank Account
Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For the latest details, please visit WhiteOak Capital’s official AMC website.

Conclusion

White Oak Mutual Funds encompasses a broad spectrum of investment philosophies, each shaped by distinct management styles and asset allocations. Investors can review the list of funds, their associated risks, key factors to consider, various types of funds, and the required documents before making an investment decision. Investors can utilise tools like the Tickertape Mutual Fund Screener to screen through White Oak Mutual Funds, their returns, past performance and much more!

Popular Stock Collections

Popular Mutual Fund Collections

Frequently Asked Questions on White Oak Mutual Funds

How to start a White Oak mutual fund SIP online?
Here’s how you can start a SIP in White Oak Mutual Funds,
1. Launch Tickertape Mutual Fund Screener.
2. Select the White Oak Mutual Funds that aligns with your investment goals.
3. Click on “Place Order” and select the option “SIP”. Enter the SIP amount and confirm “OK”
Your order will be placed.
How to calculate White Oak mutual fund returns?
Here’s how you can calculate returns on your White Oak mutual fund investement -
Absolute Return = ((Current NAV - Initial NAV) / Initial NAV) * 100

With this formula you can measure how much your investment has grown in total. Moreover, you can also use Tickertape Mutual Fund Screener to get latest data on the White Oak mutual fund’s performance.
Does White Oak offer tax-free mutual fund schemes?
White Oak offers tax-saving options, particularly through its Equity Linked Savings Scheme (ELSS). While the returns are subject to long-term capital gains tax, these funds allow investors to claim tax deductions under Section 80C of the Income Tax Act.

Disclaimer: You can check the latest information about White Oak ELSS funds on Tickertape Mutual Fund Screener.
How do I cancel/stop White Oak mutual fund SIP?
To cancel White Oak mutual fund SIP, please refer to the official website.

Disclaimer: Please do your own research or consult your financial advisor before making financial decision.
How to withdraw money from White Oak mutual funds?
Here’s how to withdraw/redeem from White Oak mutual fund on Tickertape Mutual Fund Screener -
1. Step 1 - Select the White Oak mutual fund you want to redeem
2. Step 2 - It will automatically redirect you to smallcase app. There you’ve to login to your smallcase account using your registered email or broker login.
3. Step 3 - Go to the “Investments” or “Portfolio” tab from the bottom navigation bar.
4. Step 4 - Find the White Oak mutual fund you want to withdraw under “Mutual Funds” section (or “My Investments”),
5. Step 5 - Tap on the mutual fund name to open its details page.
6. Step 6 - Choose the ‘Redeem’ option. It will start the withdrawal process.
7. Step 7 - Select withdrawal type - By Amount, By Units, or Full Redemption.
8. Step 8 - Confirm your bank account details.
9. Step 9 - Tap on ‘Redeem’ / ‘Confirm’ to confirm redemption.
What are the redemption charges for White Oak mutual funds?
White Oak mutual funds do not levy any redemption charges. However, an exit load may apply if units are redeemed within a specified period from the date of investment. You can check the latest specific scheme details for charges on Tickertape Mutual Fund Screener.
Which are the top-performing funds of White Oak mutual funds?
Here are the top White Oak mutual funds based on their 5Y CAGR:
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.
How to increase the SIP amount in White Oak mutual funds?
You can do it from your broker account or from White Oak mutual fund official website.
How to choose the best White Oak mutual funds before investing?
Here’s how to choose the best White Oak mutual fund for investing -
1. Assess your risk tolerance.
2. Analyse the fund’s performance on Tickertape Mutual Fund Screener.
3. Compare the expense ratio.
4. Evaluate portfolio diversification across sectors, market caps, and asset classes.
5. Understand tax implications as equity and debt funds are taxed differently.
6. Check for exit load and lock-in period.
Disclaimer: Please note that this is not a recommendation. Please do your own research or consult your financial advisor before investing.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.