How to start a White Oak Mutual Fund SIP online?

Starting a SIP in a White Oak mutual fund can be done through the AMC’s website, app or platforms such as smallcase and Tickertape. Select the fund, choose SIP, enter the investment amount and complete the payment through available options.

How to calculate White Oak mutual fund returns?

Returns on a WhiteOak Capital mutual fund can be calculated by comparing the current investment value with the initial investment and including any distributions received. Tickertape’s Mutual Funds Screener can also help review historical performance data.

Does White Oak Mutual Fund offer tax-free mutual fund schemes?

White Oak offers tax-saving options through Equity Linked Savings Scheme (ELSS) funds. While returns are not fully tax-free, eligible investments may qualify for tax deductions under applicable rules. Investors can also compare these with schemes such as the White Oak Multi Asset Allocation Fund based on their objectives.

How can I cancel the ongoing SIP in a White Oak Mutual Fund scheme?

Investors can cancel an SIP through the White Oak platform or the investment platform used to start it. Those investing in schemes such as the White Oak Mid Cap Fund should follow the latest cancellation process specified by the AMC or registrar.

How to withdraw money from White Oak Mutual Funds?

Redemption from schemes such as the White Oak Flexi Cap Fund can be requested through the AMC’s website, app, registrar or authorised platform. Redemption timelines depend on the scheme type and applicable settlement rules.

What are the redemption charges for White Oak Mutual Funds?

Exit loads differ across schemes. For example, investors in WhiteOak Midcap Fund should review the latest scheme information document because charges depend on the holding period, redemption amount and current AMC rules.

Which are the top-performing funds of White Oak Mutual Funds?

Here are some White Oak mutual funds ranked using 5-year CAGR data, including the WhiteOak Capital Flexi Cap Fund: WOC Ultra Short Duration Fund WOC Liquid Fund WOC Flexi Cap Fund WOC Mid Cap Fund WOC ELSS Tax Saver Fund

How to increase the SIP amount in White Oak Mutual Funds?

Investors can use the SIP Top Up facility, subject to scheme terms, or stop the existing SIP and start a new one with a higher amount. The process is similar across schemes such as the White Oak Small Cap Fund.

How to choose the best White Oak Mutual Funds before investing?

When comparing a White Oak mutual fund, investors can review past performance, expense ratio, AUM, Riskometer level, portfolio allocation, fund manager history and consistency across market cycles.

Best WhiteOak Mutual Funds 2026: Fund Performance, NAV & Returns

As of 31st August 2026, WhiteOak Capital Mutual Fund managed approximately ₹46,590 cr in assets across 23 schemes, spanning equity, debt and hybrid categories. The AMC follows a bottom-up, research-driven investment approach and offers flexi-cap, mid-cap, small-cap, liquid and multi-asset funds. Its prominent schemes include WhiteOak Capital Flexi Cap Fund and Multi Asset Allocation Fund.

Top WhiteOak Mutual Funds - SIP Schemes, Performance, Returns 2026

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 - 20 of 23 results

last updated at 11:00 PM IST

	NameMFs (23)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Base Exp. RatioBase Exp. 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	9,325.29 9,325.29	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	18.25 18.25	-4.33 -4.33	-2.61 -2.61	13.99 13.99	0.47 0.47	- -	13.46 13.46	-0.43 -0.43
2.	WOC Multi Asset Allocation Fund WOC Multi Asset Allocation Fund	Multi Asset Allocation Fund Multi Asset Allocation Fund	Growth Growth	9,110.66 9,110.66	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	16.28 16.28	-1.39 -1.39	6.03 6.03	15.96 15.96	0.38 0.38	- -	7.13 7.13	0.28 0.28
3.	WOC Mid Cap Fund WOC Mid Cap Fund	Mid Cap Fund Mid Cap Fund	Growth Growth	7,539.96 7,539.96	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	21.98 21.98	-4.73 -4.73	3.63 3.63	20.42 20.42	0.43 0.43	- -	15.28 15.28	0.06 0.06
4.	WOC Multi Cap Fund WOC Multi Cap Fund	Multi Cap Fund Multi Cap Fund	Growth Growth	4,384.77 4,384.77	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	16.08 16.08	-4.28 -4.28	-0.45 -0.45	17.52 17.52	0.49 0.49	- -	13.97 13.97	-0.25 -0.25
5.	WOC Large & Mid Cap Fund WOC Large & Mid Cap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	2,524.36 2,524.36	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	13.69 13.69	-5.49 -5.49	-2.30 -2.30	- -	0.47 0.47	- -	13.69 13.69	-0.38 -0.38
6.	WOC Balanced Advantage Fund WOC Balanced Advantage Fund	Balanced Advantage Fund Balanced Advantage Fund	Growth Growth	2,256.34 2,256.34	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	15.21 15.21	-2.43 -2.43	-0.57 -0.57	11.37 11.37	0.53 0.53	- -	9.06 9.06	-0.48 -0.48
7.	WOC Arbitrage Fund WOC Arbitrage Fund	Arbitrage Fund Arbitrage Fund	Growth Growth	2,254.61 2,254.61	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	11.62 11.62	1.68 1.68	7.19 7.19	- -	0.38 0.38	0.25 0.25	1.34 1.34	1.99 1.99
8.	WOC Special Opp Fund WOC Special Opp Fund	Thematic Fund Thematic Fund	Growth Growth	1,940.70 1,940.70	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	14.47 14.47	-1.93 -1.93	6.92 6.92	- -	0.53 0.53	- -	15.03 15.03	0.24 0.24
9.	WOC Large Cap Fund WOC Large Cap Fund	Large Cap Fund Large Cap Fund	Growth Growth	1,208.37 1,208.37	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	15.19 15.19	-4.90 -4.90	-5.44 -5.44	13.22 13.22	0.54 0.54	- -	12.93 12.93	-0.68 -0.68
10.	WOC Pharma and Healthcare Fund WOC Pharma and Healthcare Fund	Sectoral Fund - Pharma & Health Care Sectoral Fund - Pharma & Health Care	Growth Growth	926.55 926.55	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	17.44 17.44	1.33 1.33	19.53 19.53	- -	0.53 0.53	- -	13.86 13.86	1.09 1.09
11.	WOC Liquid Fund WOC Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	726.60 726.60	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	1,531.18 1,531.18	1.49 1.49	6.36 6.36	6.80 6.80	0.11 0.11	0.01 0.01	0.20 0.20	2.84 2.84
12.	WOC Banking & Financial Services Fund WOC Banking & Financial Services Fund	Sectoral Fund - Banks & Financial Services Sectoral Fund - Banks & Financial Services	Growth Growth	625.60 625.60	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	12.53 12.53	-7.58 -7.58	-6.00 -6.00	- -	0.64 0.64	- -	17.49 17.49	-0.48 -0.48
13.	WOC Quality Equity Fund WOC Quality Equity Fund	Thematic Fund Thematic Fund	Growth Growth	620.89 620.89	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	9.97 9.97	-7.72 -7.72	-7.65 -7.65	- -	0.68 0.68	- -	12.29 12.29	-0.92 -0.92
14.	WOC Aggressive Hybrid Fund WOC Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	594.35 594.35	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.11 10.11	-2.17 -2.17	- -	- -	0.54 0.54	- -	8.26 8.26	-0.10 -0.10
15.	WOC Ultra Short Term Fund WOC Ultra Short Term Fund	Ultra Short Term Ultra Short Term	Growth Growth	549.20 549.20	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	1,527.59 1,527.59	1.43 1.43	6.20 6.20	6.92 6.92	0.22 0.22	- -	0.44 0.44	4.00 4.00
16.	WOC ELSS Tax Saver Fund WOC ELSS Tax Saver Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	481.21 481.21	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	18.41 18.41	-3.51 -3.51	-2.32 -2.32	15.53 15.53	0.64 0.64	- -	13.91 13.91	-0.40 -0.40
17.	WOC Digital Bharat Fund WOC Digital Bharat Fund	Sectoral Fund - Technology Sectoral Fund - Technology	Growth Growth	473.67 473.67	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	10.54 10.54	-0.40 -0.40	-3.77 -3.77	- -	0.61 0.61	- -	17.52 17.52	-0.36 -0.36
18.	WOC Dividend Yield Fund WOC Dividend Yield Fund	Dividend Yield Fund Dividend Yield Fund	Growth Growth	420.80 420.80	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	9.84 9.84	- -	- -	- -	0.41 0.41	- -	4.68 4.68	-2.97 -2.97
19.	WOC Balanced Hybrid Fund WOC Balanced Hybrid Fund	Balanced Hybrid Fund Balanced Hybrid Fund	Growth Growth	292.85 292.85	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	13.59 13.59	-1.96 -1.96	-0.36 -0.36	10.67 10.67	0.54 0.54	- -	7.72 7.72	-0.56 -0.56
20.	WOC Equity Savings Fund WOC Equity Savings Fund	Equity Savings Equity Savings	Growth Growth	270.95 270.95	WhiteOak Capital Asset Management Limited WhiteOak Capital Asset Management Limited	11.71 11.71	-0.36 -0.36	4.28 4.28	- -	0.75 0.75	- -	3.78 3.78	0.01 0.01

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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 managed by WhiteOak Capital Asset Management Limited. As of 2026, the fund house manages over ₹43,000 cr across equity, debt and hybrid schemes. These funds pool money from investors and invest it according to each scheme’s stated objective, such as capital growth, income generation or diversified asset allocation.

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

Piyush Baranwal

Piyush Baranwal manages fixed-income strategies at WhiteOak Capital Mutual Fund, with experience across debt markets, credit analysis, portfolio construction and duration management.

Dheeresh Pathak

Dheeresh Pathak manages equity-oriented strategies at WhiteOak Capital Mutual Fund, focusing on bottom-up stock research, portfolio construction and company-level analysis across market-cap segments.

Ashish Agrawal

Ashish Agrawal manages arbitrage and hybrid allocations across selected WhiteOak schemes, with responsibilities spanning portfolio construction, market-neutral strategies and risk management.

Trupti Agarwal

Trupti Agarwal manages equity allocations across several WhiteOak mutual fund schemes, focusing on stock selection, fundamental research, and diversified portfolio management.

Bhavin Patadia

Bhavin Patadia manages equity strategies at WhiteOak Capital Mutual Fund, contributing to research-led stock selection and portfolio construction across diversified equity mandates.

Risks Associated with WhiteOak Mutual Funds

Market Volatility

WhiteOak Capital Flexi Cap Fund had approximately 90% equity exposure in August 2026. Its substantial allocation to equities makes its NAV sensitive to market corrections, company earnings and changes in investor sentiment.

Small-Cap Liquidity

WhiteOak Capital Multi Cap Fund held approximately 33% in small-cap equities in August 2026. These stocks may experience lower trading liquidity during market corrections, potentially increasing transaction costs and affecting portfolio valuations.

Sector Concentration

WhiteOak Capital Flexi Cap Fund allocated approximately 32% to financial services in August 2026. Changes in RBI policy, banking profitability, credit growth and asset quality can consequently influence a substantial portion of its portfolio.

Interest Rate Risk

WhiteOak Capital Multi Asset Allocation Fund reported a modified duration of 4.46 years in March 2026. Its debt investments remain sensitive to changes in bond yields, inflation expectations and RBI monetary policy.

Allocation Risk

WhiteOak Capital Multi Asset Allocation Fund combines equity, debt and commodities. Its March 2026 portfolio had 21.44% unhedged equity exposure, illustrating how allocation decisions influence returns when different asset classes perform differently.

Performance Variability

WhiteOak Capital Flexi Cap Fund recorded approximately 5.07% over one year and 14.55% annualised over three years as of September 2026. Different evaluation periods can therefore produce substantially different performance assessments.

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Factors to Consider Before Investing in WhiteOak Mutual Funds

Market-Cap Allocation

WhiteOak Capital Flexi Cap Fund allocated approximately 55% to large-cap and 30% to small-cap equities in August 2026. Investors can examine how this allocation affects volatility, liquidity and participation in different market cycles.

Fund Size

WhiteOak Capital Flexi Cap Fund managed approximately ₹9,595 cr in assets in September 2026. Fund size matters because substantial inflows can influence portfolio deployment, particularly when investment opportunities involve less-liquid mid-cap and small-cap companies.

Banking Conditions

WhiteOak Capital Multi Cap Fund held approximately 29% in financial services in August 2026. Changes in banking credit growth, deposit costs, interest rates and corporate borrowing demand can influence earnings across these holdings.

Commodity Prices

WhiteOak Capital Multi Asset Allocation Fund uses a benchmark incorporating 16% domestic gold prices alongside other asset classes. Global interest rates, currency movements and precious-metal demand are therefore relevant when evaluating its investment approach.

Expense Ratio

WhiteOak Capital Flexi Cap Fund's direct plan had a total expense ratio of approximately 0.83% in August 2026. Investors can examine plan-specific expenses because recurring management and operating costs reduce realised investment returns.

Benchmark Comparison

WhiteOak Capital Multi Cap Fund follows the Nifty 500 Multicap 50:25:25 TRI benchmark. Comparing performance against this index helps separate returns driven by market movements from differences arising from active stock selection and portfolio allocation.

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, fund types, and required documents before making an investment decision. Investors can use tools like the Tickertape Mutual Fund Screener to screen White Oak Mutual Funds, their returns, past performance, and more.

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Frequently Asked Questions on White Oak Mutual Funds

How to start a White Oak Mutual Fund SIP online?
Starting a SIP in a White Oak mutual fund can be done through the AMC’s website, app or platforms such as smallcase and Tickertape. Select the fund, choose SIP, enter the investment amount and complete the payment through available options.
How to calculate White Oak mutual fund returns?
Returns on a WhiteOak Capital mutual fund can be calculated by comparing the current investment value with the initial investment and including any distributions received. Tickertape’s Mutual Funds Screener can also help review historical performance data.
Does White Oak Mutual Fund offer tax-free mutual fund schemes?
White Oak offers tax-saving options through Equity Linked Savings Scheme (ELSS) funds. While returns are not fully tax-free, eligible investments may qualify for tax deductions under applicable rules. Investors can also compare these with schemes such as the White Oak Multi Asset Allocation Fund based on their objectives.
How can I cancel the ongoing SIP in a White Oak Mutual Fund scheme?
Investors can cancel an SIP through the White Oak platform or the investment platform used to start it. Those investing in schemes such as the White Oak Mid Cap Fund should follow the latest cancellation process specified by the AMC or registrar.
How to withdraw money from White Oak Mutual Funds?
Redemption from schemes such as the White Oak Flexi Cap Fund can be requested through the AMC’s website, app, registrar or authorised platform. Redemption timelines depend on the scheme type and applicable settlement rules.
What are the redemption charges for White Oak Mutual Funds?
Exit loads differ across schemes. For example, investors in WhiteOak Midcap Fund should review the latest scheme information document because charges depend on the holding period, redemption amount and current AMC rules.
Which are the top-performing funds of White Oak Mutual Funds?
Here are some White Oak mutual funds ranked using 5-year CAGR data, including the WhiteOak Capital Flexi Cap Fund:
How to increase the SIP amount in White Oak Mutual Funds?
Investors can use the SIP Top Up facility, subject to scheme terms, or stop the existing SIP and start a new one with a higher amount. The process is similar across schemes such as the White Oak Small Cap Fund.
How to choose the best White Oak Mutual Funds before investing?
When comparing a White Oak mutual fund, investors can review past performance, expense ratio, AUM, Riskometer level, portfolio allocation, fund manager history and consistency across market cycles.

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.