Whiteoak Mutual Funds
WhiteOak Mutual Fund, formerly known as Yes Mutual Fund, is a new entrant in the financial services sector. The fund house is run by WhiteOak Capital Asset Management Limited (AMC). It’s supported by the WhiteOak Capital Group. Investment expert Prashant Khemka established WhiteOak Capital Management, an asset management company, in 2017. The group has investment research teams in India, Singapore and Spain. In addition, it has sales and distribution offices in Switzerland, the United Arab Emirates and the United Kingdom. Aashish P. Somaiyaa leads the India AMC for WhiteOak. Mumbai-based WhiteOak Mutual Funds deals in 18 mutual fund schemes.
18 funds
WhiteOak Capital Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
26.29%
Expense ratio
0.42%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital Flexi Cap Fund
Equity • Flexi Cap • Direct Growth3Y CAGR
20.11%
Expense ratio
0.42%
Returns vs category
Risk vs category
WhiteOak Capital Ultra Short Duration Fund
Fixed Income • Ultra Short Duration • Direct Growth3Y CAGR
7.16%
Expense ratio
0.47%
Returns vs category
Risk vs category
WhiteOak Capital Liquid Fund
Fixed Income • Liquid • Direct Growth3Y CAGR
6.96%
Expense ratio
0.21%
Returns on Maturity
Credit Rating
WhiteOak Capital Arbitrage Fund
Equity • Arbitrage • Direct Growth3Y CAGR
0.00%
Expense ratio
0.33%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital Balanced Advantage Fund
Hybrid • Dynamic • Direct Growth3Y CAGR
0.00%
Expense ratio
0.51%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital ELSS Tax Saver Fund
Equity • ELSS (Tax Savings) • Direct Growth3Y CAGR
0.00%
Expense ratio
0.67%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital Equity Savings Fund
Hybrid • Equity Savings • Direct Growth3Y CAGR
0.00%
Expense ratio
0.43%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital ESG Best-In-Class Strategy F...
Equity • ESG • Direct Growth3Y CAGR
0.00%
Expense ratio
0.57%
Returns vs category
N/A
Risk vs category
N/A
WhiteOak Capital Large & Mid Cap Fund
Equity • Large and Mid Cap • Direct Growth3Y CAGR
0.00%
Expense ratio
0.51%
Returns vs category
N/A
Risk vs category
N/A
About
AUM Summary
The total assets under the management of the WhiteOak Group was Rs 10,327 crore as of March 31, 2024. The AMC is eight years old. It has 18 mutual fund schemes.
About WhiteOak Mutual Funds
WhiteOak Mutual Funds is a relatively new player in the Indian mutual fund industry. Led by Aashish P. Somaiyaa, the mutual fund house offers 18 different schemes across various categories, catering to the needs of different types of investors.
The AMC is part of the WhiteOak Capital Group, founded by investment professional Prashant Khemka in 2017. The group has an extensive presence in many multiple countries and its total AUM stands at Rs 78,556 crore as of January 2025.
WhiteOak Mutual Fund Key Information
Here are some of the key information on WhiteOak Mutual Fund: • Mutual fund name: WhiteOak Mutual Fund • Founded in: 2017 • Headquarters: Mumbai • Trustee Organisation: WhiteOak Capital Trustee Limited • CEO: Aashish P. Somaiyaa • Chief Financial Officer: Nitin Shah
How to invest in WhiteOak Mutual Fund
Investing in WhiteOak Mutual Funds can be done online and offline.
Offline:
- You need to visit an authorised distributor or the nearest WhiteOak Mutual Fund office.
- Complete the application and submit it with the necessary documents.
Online:
- First, complete the KYC process.
- To register, visit the WhiteOak Mutual Fund website or any authorised platform.
- Check various mutual fund schemes till you arrive at the one that best suits your financial objectives.
- you can then choose between a Systematic Investment Plan (SIP) or a one-time lump sum payment.
- Make the payment to buy the mutual fund units.
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Frequently Asked Questions
How can I get the WhiteOak Mutual Fund statement?
You can get your WhiteOak Mutual Fund statement by visiting their official website or through your registered email. Alternatively, you can request it via the CAMS or KFintech portals using your PAN and registered email ID. To get the statement through the website, you will need details such as your name, PAN card, and folio number.
How much time does it take to redeem a WhiteOak Mutual Fund?
WhiteOak Mutual Fund redemption usually takes T+1 to T+3 business days depending on the fund type.
How to increase the SIP amount in WhiteOak Mutual Fund?
To increase your SIP amount, log in to the WhiteOak Mutual Fund portal or your investment platform, modify the existing SIP plan, and select the new amount.
How to redeem WhiteOak Mutual Funds online?
Log in to your account on the WhiteOak Mutual Fund website or your investing platform. Choose the scheme you wish to redeem, and then start the process.
How to start WhiteOak Mutual Fund SIP online?
Visit the WhiteOak Mutual Fund website or any other approved platform to begin a SIP. Then, choose the scheme of your choice, finish your KYC, decide on the SIP amount and duration, and set up an automatic withdrawal from your bank account..
Should I invest in the WhiteOak Mutual Fund scheme?
WhiteOak Mutual Fund has a variety of schemes to suit profiles and financial goals. The decision to invest or not depends on the investors’ risk tolerance and financial objectives.
What are the redemption charges of WhiteOak Mutual Fund?
Redemption charges vary based on the mutual fund type being redeemed. Usually, exit load as well as applicable taxes may be charged.
What determines the taxes on mutual fund returns?
Debt funds are taxed according to your income tax slab. Equity funds are taxed at 12.5% for long-term capital gains after the initial exemption up to Rs 1.25 lakh, and 20% for short-term profits.
What is the best WhiteOak Mutual Fund?
Your financial objectives, risk tolerance and time horizon will determine which WhiteOak mutual fund is the best for you. Take your pick from 18 mutual fund schemes.