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WhiteOak Capital Mutual Fund

Founded by Mr Prakash Khemka in June 2017, White Oak Capital Asset Management Limited is a money management firm with a strong presence in the mutual fund domain of India. (+)

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Best WhiteOak Capital Mutual Fund

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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

The foundation of White Oak Capital is built on the principle of supreme execution of services, thus giving utmost importance to the performance of their mutual funds. White Oak Capital Mutual Funds Online in India constantly evaluates and assesses its financial services rather than focusing on results to refine its schemes.

The entities of the White Oak group accumulatively hold Assets Under Management (AUM) worth USD ~ 5.6 billion (as of 31st October 2021). Aiming for a more international client base, White Oak Capital Mutual Funds Online manages sovereign wealth funds, pension plans, endowments, individuals and family offices investing in India through a design of independently maintained investment funds and accounts.

WhiteOak Capital Mutual Fund Managers

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

You must follow a few steps to invest in mutual funds with 5Paisa. These are explained below:

Step 1: To start investing in a mutual fund, visit the website of 5Paisa and log in to your account. If you haven’t yet created an account with 5Paisa, you can create one quickly by clicking on this link. Registering on the platform is relatively easy and involves just three steps. Alternatively, you can download and install the 5Paisa app on your Android or iOS smartphone and log in to the platform from your mobile device.

Step 2: Upon logging in, you will see different investment choices with various amounts and payment options. You can either choose from ‘one-time’ or ‘SIP’ options to see the funds available for investment or search for White Oak mutual fund to see the schemes.

Step 3: Explore all the funds displayed and choose the one that best matches your risk level, financial goals, and other preferences.

Step 4: Once you select your mutual fund scheme, you may be asked to choose from ‘lumpsum’ or ‘SIP’ based on your interest.

Step 5: Enter the amount you want to invest in the fund and click on the ‘Invest Now’ button to proceed. You are then directed to complete the payment and order process.

Step 6: You can pay for your investment from your ledger balance if you have already added money. If not, you can quickly set up an autopay mandate through UPI or net banking payment methods. Selecting the preferred option takes you through the process with step-by-step instructions on completing the payment.

Your order for investment in the White Oak mutual fund gets placed on 5Paisa. The mutual fund you invest in reflects in the account 3-4 working days after placing the order. If you go with the SIP option, the investment amount gets automatically deducted every month starting from the day you make your first payment.

Top 10 WhiteOak Capital Mutual Fund to Invest

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 319
  • 3Y Return
  • 6.34%

  • Min SIP Investment Amt
  • ₹ 500
  • AUM (Cr.)
  • ₹ 273
  • 3Y Return
  • 6.26%

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 154
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,273
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,053
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 134
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 4,326
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,398
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 661
  • 3Y Return
  • -

  • Min SIP Investment Amt
  • ₹ 100
  • AUM (Cr.)
  • ₹ 1,538
  • 3Y Return
  • -

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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.

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