Best WhiteOak Capital Mutual Fund
Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
---|---|---|---|---|
WhiteOak Capital Ultra Short Duration Fund-Dir Growth | 319 | 6.34% | 5.52% | |
WhiteOak Capital Liquid Fund - Direct Growth
|
273 | 6.26% | 5.09% | |
WhiteOak Capital Balanced Hybrid Fund - Direct Growth
|
154 | - | - | |
WhiteOak Capital Balanced Advantage Fund - Dir Growth | 1,273 | - | - | |
WhiteOak Capital Multi Asset Allocation-Dir Growth
|
1,053 | - | - | |
WhiteOak Capital Arbitrage Fund - Direct Growth
|
134 | - | - | |
WhiteOak Capital Flexi Cap Fund - Direct Growth
|
4,326 | - | - | |
WhiteOak Capital Multi Cap Fund - Direct Growth
|
1,398 | - | - | |
WhiteOak Capital Large Cap Fund - Direct Growth
|
661 | - | - | |
WhiteOak Capital Large & Mid Cap Fund - Direct Growth
|
1,538 | - | - |
Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
---|---|---|---|
WhiteOak Capital Ultra Short Duration Fund-Dir Growth |
6.34% Fund Size (Cr.) - 319 |
||
WhiteOak Capital Liquid Fund - Direct Growth
|
6.26% Fund Size (Cr.) - 273 |
||
WhiteOak Capital Balanced Hybrid Fund - Direct Growth
|
- Fund Size (Cr.) - 154 |
||
WhiteOak Capital Balanced Advantage Fund - Dir Growth |
- Fund Size (Cr.) - 1,273 |
||
WhiteOak Capital Multi Asset Allocation-Dir Growth
|
- Fund Size (Cr.) - 1,053 |
||
WhiteOak Capital Arbitrage Fund - Direct Growth
|
- Fund Size (Cr.) - 134 |
||
WhiteOak Capital Flexi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 4,326 |
||
WhiteOak Capital Multi Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 1,398 |
||
WhiteOak Capital Large Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 661 |
||
WhiteOak Capital Large & Mid Cap Fund - Direct Growth
|
- Fund Size (Cr.) - 1,538 |
What makes White Oak Capital Mutual Funds stand apart from other asset management and firms is its unique analytical approach towards equity, which is driven by data that gives a deeper understanding of financial processes and profitability. This ultimately aids in the creation of a balanced portfolio. View More
WhiteOak Capital Mutual Fund Managers
How to Invest in WhiteOak Capital Mutual Fund?
How to Invest in WhiteOak Capital Mutual Fund ?
With 5Paisa, investing in the White Oak mutual fund is easy and hassle-free. 5Paisa is one of the biggest online investment platforms available in the country and provides a simple and quick way to add White Oak and other mutual fund investments to your portfolio. View More
Top 10 WhiteOak Capital Mutual Fund to Invest
- WhiteOak Capital Ultra Short Duration Fund-Dir Growth
- ₹ 500
- ₹ 319
- 6.34%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 319
- 3Y Return
- 6.34%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 319
- 3Y Return
- 6.34%
- WhiteOak Capital Liquid Fund - Direct Growth
- ₹ 500
- ₹ 273
- 6.26%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 273
- 3Y Return
- 6.26%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 273
- 3Y Return
- 6.26%
- WhiteOak Capital Balanced Hybrid Fund - Direct Growth
- ₹ 100
- ₹ 154
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 154
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 154
- 3Y Return
- -
- WhiteOak Capital Balanced Advantage Fund - Dir Growth
- ₹ 100
- ₹ 1,273
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,273
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,273
- 3Y Return
- -
- WhiteOak Capital Multi Asset Allocation-Dir Growth
- ₹ 100
- ₹ 1,053
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,053
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,053
- 3Y Return
- -
- WhiteOak Capital Arbitrage Fund - Direct Growth
- ₹ 100
- ₹ 134
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 134
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 134
- 3Y Return
- -
- WhiteOak Capital Flexi Cap Fund - Direct Growth
- ₹ 100
- ₹ 4,326
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,326
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 4,326
- 3Y Return
- -
- WhiteOak Capital Multi Cap Fund - Direct Growth
- ₹ 100
- ₹ 1,398
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,398
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,398
- 3Y Return
- -
- WhiteOak Capital Large Cap Fund - Direct Growth
- ₹ 100
- ₹ 661
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 661
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 661
- 3Y Return
- -
- WhiteOak Capital Large & Mid Cap Fund - Direct Growth
- ₹ 100
- ₹ 1,538
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,538
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 100
- AUM (Cr.)
- ₹ 1,538
- 3Y Return
- -
Upcoming NFO
-
08 Jan 2025
Launch Date
22 Jan 2025
Closed Date
Closed NFO
-
11 Oct 2024
Launch Date
25 Oct 2024
Closed Date
-
20 Sep 2024
Launch Date
04 Oct 2024
Closed Date
-
28 Aug 2024
Launch Date
03 Sep 2024
Closed Date
-
15 May 2024
Launch Date
29 May 2024
Closed Date
Frequently Asked Questions
You can easily invest in White Oak mutual funds without any hassle through 5Paisa and other online portals. You can also visit the White Oak AMC office and fill out the form. Alternatively, you can consult an investment advisor to start investing in mutual funds.
White Oak mutual fund currently offers three debt schemes investing predominantly in debt and money market instruments. However, not every fund suits all investors. The mutual funds have their own investment horizons and objectives and suit different risk levels.
An investor should analyze how much risk he can take and choose the fund that best matches his risk appetite, financial goals, and investment horizon.
Yes, increasing the SIP amount in the White Oak mutual fund is possible. If you haven’t started investing yet, you can do this with the SIP top-up option that allows topping up the SIP with an amount or percentage every year, boosting the fund returns.
If you have already invested in the SIP, you can stop the existing one and start a new one with a revised amount. You can even choose to start a new SIP in the same fund with an additional amount to have two SIPs in a fund.
5Paisa lets you invest in White Oak mutual fund and other investment options at zero commission. Moreover, investing in mutual funds with 5Paisa is entirely safe and hassle-free and has several other benefits like:
- Flexibility to select from a wide range of options
- Liquidity transparency
- Investment in SIP with as low as INR 500 or INR 100
- Simple investment process for SIP or lump sum
The amount you should invest in the White Oak mutual fund SIP can be determined on the basis of the risk involved in the fund and the tenure of the investment. Analyze these aspects and decide on the amount you think is the most suitable for your financial goals and risk appetite.
Yes, White Oak Capital Asset Management Ltd. is one of the best AMCs to invest in mutual funds. It has a presence in India, the UK, Mauritius, and Ireland and caters to individual and institutional investors worldwide.
It manages an AUM of more than INR 40,000 crore dedicated to equity assets as of 2022 and aims to provide a wide range of financial products to suit investors of varying interests and goals.
You can stop SIP investment either online or offline. To do it offline, you can visit the nearest branch of White Oak AMC and submit a request or ask the advisor to do the same.
You can visit the White Oak website and stop the SIP for the online method. Alternatively, you can do this from one of the online portals like 5Paisa.
To withdraw your investment in the White Oak mutual fund, you can either submit a withdrawal slip with details at the nearest branch of the AMC or do it through an advisor.
You can also redeem your investment online by visiting the fund house’s website or through portals like 5Paisa. Once redeemed, the amount gets credited into the account in 2-3 working days.
No, investing in White Oak mutual fund with 5Paisa does not require having a DEMAT account. You can download and install the 5Paisa trading app on your mobile device and open a mutual fund account to start investing in these schemes.
To calculate your SIP amount for the White Oak mutual fund, you should consider factors like investment amount, tenure of SIP, number of SIPs of the fund already paid, and the expected interest rate.