Mr. Prashant Khemka founded White Oak AMC, an investment management and advisory firm, in June 2017 with the goal of creating a performance-driven organization with a strong investment culture. White Oak has received some of the greatest Foreign Portfolio Investment inflows into India over the previous three years, with operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland. White Oak group entities have a combined AUM of Rs 8794.84 Cr (as of March 31, 2024), with a global client base that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices investing in India through a combination of separately managed accounts and investment funds.
The company operates on the below-mentioned principles:
White Oak offers a strong performance-first mentality that is centered on a straightforward stock selection process and sound risk management.
The team keeps a balanced portfolio to guarantee that alpha production is captured by stock selection abilities while consciously eschewing market timing, sector rotation, and other top-down macro bets, which contribute little or no value.
White Oak has research teams in India and Singapore, as well as sales and distribution centers in Switzerland and the United Kingdom. Prashant Khemka, the former CIO of Goldman Sachs Asset Management's India Equity and Global Emerging Markets Equity businesses, launched White Oak Capital.
{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="liquid", vr_rating=2, returns_5_yr=5.3711332453033, name="Whiteoak Capital Liquid Fund- Regular Plan-Growth Option", amcfundscheme_id=1652, type="debt", minimum_investment_amount=500.0, AMCFund__risk_factor=LOW TO MODERATE, redirectlink=/investments/whiteoak-capital-liquid-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="ultra short duration", vr_rating=3, returns_5_yr=5.3126464122263, name="Whiteoak Capital Ultra Short Duration Fund- Regular Plan-Growth Option", amcfundscheme_id=3377, type="debt", minimum_investment_amount=500.0, AMCFund__risk_factor=LOW TO MODERATE, redirectlink=/investments/whiteoak-capital-ultra-short-duration-fund-regular-plan-growth-option},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="sectoral-pharma", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Pharma And Heathcare Fund Regular Plan Growth", amcfundscheme_id=39363, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-pharma-and-heathcare-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="multi asset allocation", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Multi Asset Allocation Fund Regular Plan Growth", amcfundscheme_id=28511, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=MODERATELY HIGH, redirectlink=/investments/whiteoak-capital-multi-asset-allocation-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="sectoral-banking", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Banking & Financial Services Fund - Regular Growth", amcfundscheme_id=39361, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-banking-financial-services-fund-regular-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="arbitrage", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Arbitrage Fund Regular Plan Growth", amcfundscheme_id=49838, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=LOW, redirectlink=/investments/whiteoak-capital-arbitrage-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="balanced hybrid", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Balanced Hybrid Fund Regular Plan Growth", amcfundscheme_id=33408, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-balanced-hybrid-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="thematic", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Special Opportunities Fund - Regular Growth", amcfundscheme_id=46562, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-special-opportunities-fund-regular-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="sectoral-technology", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Digital Bharat Fund Regular Plan Growth", amcfundscheme_id=50533, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-digital-bharat-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="thematic-esg", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Esg Best-In-Class Strategy Fund Regular Plan Growth", amcfundscheme_id=51186, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-esg-best-in-class-strategy-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="dynamic asset allocation", vr_rating=null, returns_5_yr=0.0, name="Whiteoak Capital Balanced Advantage Fund Regular Plan Growth", amcfundscheme_id=27321, type="hybrid", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-balanced-advantage-fund-regular-plan-growth},{amc_logo=/mf/static/kbprofiles/amc/WHITEOAK_MUTUAL_FUND.png, fund_type="flexi cap", vr_rating=4, returns_5_yr=0.0, name="Whiteoak Capital Flexi Cap Fund Regular Plan-Growth", amcfundscheme_id=24673, type="equity", minimum_investment_amount=100.0, AMCFund__risk_factor=VERY HIGH, redirectlink=/investments/whiteoak-capital-flexi-cap-fund-regular-plan-growth}
Key information about WhiteOak Capital Mutual Fund
White Oak Capital Asset Management Limited operates in over 50 cities and caters to a diverse range of investor needs. Explore key insights about WhiteOak Capital Mutual Fund to make informed investment decisions in 2025.
Mutual fund name:
WhiteOak Capital Asset Management Limited
Founded:
2007
AMC incorporation date:
November 4, 2004
AUM:
As on 30th September 2022 AUM stands at INR 46,165 cr
How to invest in WhiteOak Capital Mutual Fund schemes?
Investing in WhiteOak Capital Mutual Funds online application process makes the entire process hassle-free with Bajaj Finserv. If you're a new investor, follow the step-by-step guide below to get started. If you are an existing customer, you can skip directly to Step 7 for a quicker process.
Choose a mutual fund category and a scheme that suits your goals and click on Invest Now.
Sign into Bajaj Finserv to setup your mutual fund account.
Verify your details using your PAN, Name, DOB, and Email ID. If your KYC is not complete, you will have to upload your address proof and complete video KYC.
Enter your bank details.
Upload your signature and provide additional details to continue.
Documents required to invest in WhiteOak Capital Mutual Fund
If you are an existing customer, no documents are required for investment. However, for new customers keep the following documents handy before investing:
One can start investing in WhiteOak online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
How to calculate WhiteOak Mutual Funds SIP?
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
How to redeem WhiteOak Mutual Funds?
If you have invested in a WhiteOak scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
How to increase SIP amount in WhiteOak Mutual Funds?
If you have invested in a WhiteOak scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
How to stop a SIP in an WhiteOak Mutual Funds online?
If you have invested in any WhiteOak scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
Is it safe to invest in WhiteOak Mutual Fund's schemes?
One of the reputable AMCs in India is the White Oak Mutual Fund. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.
Is WhiteOak Capital mutual fund good?
WhiteOak Capital Mutual Fund is considered a strong emerging player in the Indian mutual fund space. Backed by a team of experienced professionals and a research-driven investment approach, it has gained investor attention for its consistent fund management and disciplined strategy. While relatively newer compared to legacy AMCs, its focused equity offerings and early performance make it a compelling option for long-term investors.
Who is the owner of WhiteOak Capital mutual fund?
WhiteOak Capital Mutual Fund is promoted by White Oak Capital Group, founded by Prashant Khemka, former CIO and lead fund manager at Goldman Sachs Asset Management. Prashant Khemka is a renowned figure in global fund management with decades of experience in emerging markets and India-focused equity strategies. His leadership has shaped WhiteOak into a research-intensive, high-conviction investment house.
Disclaimer:
Bajaj Finance Limited ("BFL") is registered with the Association of Mutual Funds in India ("AMFI") as a distributor of third party Mutual Funds (shortly referred as 'Mutual Funds) with ARN No. 90319
BFL does NOT:
(i) provide investment advisory services in any manner or form:
(ii) carry customized/personalized suitability assessment:
(iii) carry independent research or analysis, including on any Mutual Fund schemes or other investments; and provide any guarantee of return on investment.
In addition to displaying the Mutual fund products of Asset Management Companies, some general information is sourced from third parties, is also displayed on As-is basis, which should NOT be construed as any solicitation or attempt to effect transactions in securities or the rendering any investment advice. Mutual Funds are subject to market risks, including loss of principal amount and Investor should read all Scheme/Offer related documents carefully. The NAV of units issued under the Schemes of mutual funds can go up or down depending on the factors and forces affecting capital markets and may also be affected by changes in the general level of interest rates. The NAV of the units issued under the scheme may be affected, inter-alia by changes in the interest rates, trading volumes, settlement periods, transfer procedures and performance of individual securities forming part of the Mutual Fund. The NAV will inter-alia be exposed to Price/Interest Rate Risk and Credit Risk. Past performance of any scheme of the Mutual fund do not indicate the future performance of the Schemes of the Mutual Fund. BFL shall not be responsible or liable for any loss or shortfall incurred by the investors. There may be other/better alternatives to the investment avenues displayed by BFL. Hence, the final investment decision shall at all times exclusively remain with the investor alone and BFL shall not be liable or responsible for any consequences thereof.
Investment by a person residing outside the territorial jurisdiction of India is not acceptable nor permitted.
Disclaimer on Risk-O-Meter:
Investors are advised before investing to evaluate a scheme not only on the basis of the Product labeling (including the Riskometer) but also on other quantitative and qualitative factors such as performance, portfolio, fund managers, asset manager, etc, and shall also consult their Professional advisors, if they are unsure about the suitability of the scheme before investing.
Disclosure: Bajaj Finance Limited (BFL) is a distributor of Mutual Funds with ARN - 90319 and distributes mutual funds of Bajaj Finserv Asset Management Limited (BFSAMC). BFL receives commission towards distribution of mutual fund products. BFSAMC is a group company of BFL, carrying business on arm’s length basis without any conflict of interest and in accordance with the prevailing law / regulation.