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WHITEOAKCAPITAL

Total Funds
58
Average Rating
1.74
Avg Expense Ratio
0.979%

📊 Quick Summary Of This Page

WHITEOAKCAPITAL is a leading asset management company managing diversified mutual fund schemes across equity, debt and hybrid categories. Explore its fund lineup, portfolio strategies and investment positioning across markets.
Fund Categories
Sectoral/Thematic
14
Dividend Yield
4
Liquid
4
Ultra Short Duration
4
Flexi Cap
4
Mid Cap
4
ELSS
4
Large Cap
4
Multi Asset Allocation
2
Multi Cap
2
Hybrid
2
Large & Mid Cap
2
Arbitrage
2
Equity Savings
2
Aggressive
2
Dynamic Asset Allocation
2
Top Companies Held Across AMC
Company Funds Weight
ICICI Bank LTD 16 332.25%
BHARTI AIRTEL LTD 16 232.74%
TREPS 21 195.50%
HDFC BANK LTD 14 128.50%
NESTLE INDIA LTD 15 100.82%
TITAN CO LTD 14 88.14%
MAHINDRA AND MAHINDRA LTD 15 81.24%
ETERNAL LTD 15 78.60%
STATE BANK OF INDIA 13 77.16%
MARUTI SUZUKI INDIA LTD 13 68.70%
RELIANCE INDUSTRIES LTD 12 66.54%
TORRENT PHARMACEUTICALS LTD 15 57.56%
KOTAK MAHINDRA BANK LTD 13 53.00%
AXIS BANK LTD 12 34.35%
MAX FINANCIAL SERVICES LTD 15 33.36%
MUTHOOT FINANCE LTD 14 29.26%
BHARAT ELECTRONICS LTD 13 28.48%
NEXUS SELECT TRUST REIT 14 28.39%
BAJAJ FINSERV LTD 14 28.18%
COFORGE LTD 16 25.70%
Fund Managers
Manager Funds Managed
Mr. Ramesh Mantri 46
Mr. Piyush Baranwal 8
Ms. Trupti Agrawal 2
Mr. Dheeresh Pathak 2
All Funds
Fund Category Rating Expense
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan Multi Asset Allocation 5.00 0.39%
WhiteOak Capital Multi Asset Allocation Fund Multi Asset Allocation 5.00 1.27%
WhiteOak Capital Equity Savings Fund - Direct Plan Equity Savings 4.00 0.74%
WhiteOak Capital Equity Savings Fund Equity Savings 4.00 2.00%
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan ELSS 3.00 0.64%
WhiteOak Capital ELSS Tax Saver Fund - Direct Plan ELSS 3.00 0.64%
WhiteOak Capital ELSS Tax Saver Fund ELSS 3.00 2.10%
WhiteOak Capital ELSS Tax Saver Fund ELSS 3.00 2.10%
WhiteOak Capital Digital Bharat Fund Sectoral/Thematic 2.10 2.10%
WhiteOak Capital ESG Best-In-Class Strategy Fund Sectoral/Thematic 2.10 2.10%
WhiteOak Capital Consumption Opportunities Fund Sectoral/Thematic 2.10 2.10%
WhiteOak Capital Aggressive Hybrid Fund Aggressive 2.10 2.10%
WhiteOak Capital Quality Equity Fund Sectoral/Thematic 2.06 2.06%
WhiteOak Capital Banking & Financial Services Fund Sectoral/Thematic 2.05 2.05%
WhiteOak Capital Liquid Fund - Direct Plan Liquid 2.00 0.12%
WhiteOak Capital Liquid Fund - Direct Plan Liquid 2.00 0.12%
WhiteOak Capital Liquid Fund Liquid 2.00 0.20%
WhiteOak Capital Liquid Fund Liquid 2.00 0.20%
WhiteOak Capital Ultra Short Term Fund - Direct Plan Ultra Short Duration 2.00 0.29%
WhiteOak Capital Ultra Short Term Fund - Direct Plan Ultra Short Duration 2.00 0.29%
WhiteOak Capital Ultra Short Term Fund Ultra Short Duration 2.00 0.69%
WhiteOak Capital Ultra Short Term Fund Ultra Short Duration 2.00 0.69%
WhiteOak Capital Pharma and Healthcare Fund Sectoral/Thematic 1.99 1.99%
WhiteOak Capital Large Cap Fund Large Cap 1.86 1.86%
WhiteOak Capital Large Cap Fund Large Cap 1.86 1.86%
WhiteOak Capital Balanced Hybrid Fund Hybrid 1.85 1.85%
WhiteOak Capital Special Opportunities Fund Sectoral/Thematic 1.78 1.78%
WhiteOak Capital Balanced Advantage Fund Dynamic Asset Allocation 1.73 1.73%
Whiteoak Capital Large & Mid Cap Fund Large & Mid Cap 1.71 1.71%
WhiteOak Capital Multi Cap Fund Multi Cap 1.63 1.63%
WhiteOak Capital Mid Cap Fund Mid Cap 1.55 1.55%
WhiteOak Capital Mid Cap Fund Mid Cap 1.55 1.55%
WhiteOak Capital Flexi Cap Fund Flexi Cap 1.51 1.51%
WhiteOak Capital Flexi Cap Fund Flexi Cap 1.51 1.51%
WhiteOak Capital Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.47%
WhiteOak Capital Flexi Cap Fund - Direct Plan Flexi Cap 1.00 0.47%
WhiteOak Capital Mid Cap Fund - Direct Plan Mid Cap 1.00 0.44%
WhiteOak Capital Mid Cap Fund - Direct Plan Mid Cap 1.00 0.44%
WhiteOak Capital Large Cap Fund - Direct Plan Large Cap 1.00 0.53%
WhiteOak Capital Large Cap Fund - Direct Plan Large Cap 1.00 0.53%
WhiteOak Capital Balanced Advantage Fund - Direct Plan Dynamic Asset Allocation 1.00 0.52%
WhiteOak Capital Multi Cap Fund - Direct Plan Multi Cap 1.00 0.50%
WhiteOak Capital Balanced Hybrid Fund - Direct Plan Hybrid 1.00 0.54%
Whiteoak Capital Large & Mid Cap Fund - Direct Plan Large & Mid Cap 1.00 0.46%
WhiteOak Capital Banking & Financial Services Fund - Direct Plan Sectoral/Thematic 1.00 0.63%
WhiteOak Capital Pharma and Healthcare Fund - Direct Plan Sectoral/Thematic 1.00 0.56%
WhiteOak Capital Special Opportunities Fund - Direct Plan Sectoral/Thematic 1.00 0.53%
WhiteOak Capital Arbitrage Fund - Direct Plan Arbitrage 1.00 0.41%
WhiteOak Capital Arbitrage Fund Arbitrage 1.00 1.04%
WhiteOak Capital Digital Bharat Fund - Direct Plan Sectoral/Thematic 1.00 0.62%
WhiteOak Capital ESG Best-In-Class Strategy Fund - Direct Plan Sectoral/Thematic 1.00 0.67%
WhiteOak Capital Quality Equity Fund - Direct Plan Sectoral/Thematic 1.00 0.65%
WhiteOak Capital Consumption Opportunities Fund - Direct Plan Sectoral/Thematic 1.00 0.70%
WhiteOak Capital Aggressive Hybrid Fund - Direct Plan Aggressive 1.00 0.55%
WhiteOak Capital Dividend Yield Fund - Direct Plan Dividend Yield 1.00 0.00%
WhiteOak Capital Dividend Yield Fund - Direct Plan Dividend Yield 1.00 0.00%
WhiteOak Capital Dividend Yield Fund Dividend Yield 0.00 0.00%
WhiteOak Capital Dividend Yield Fund Dividend Yield 0.00 0.00%
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Frequently Asked Questions

WHITEOAKCAPITAL is an Asset Management Company (AMC) that manages mutual fund schemes and investor assets across equity, debt and hybrid categories.

WHITEOAKCAPITAL manages mutual funds, makes investment decisions, and oversees portfolio performance for different schemes.

WHITEOAKCAPITAL manages multiple mutual fund schemes across different categories including equity, debt, hybrid and index funds.

Mutual fund investments are market-linked and carry risk. The reputation of WHITEOAKCAPITAL is one of several factors to consider before investing.

AUM (Assets Under Management) of WHITEOAKCAPITAL represents the total market value of all assets managed across its mutual fund schemes.

WHITEOAKCAPITAL offers equity funds, debt funds, hybrid funds, index funds and thematic mutual fund schemes.

Yes, investors can invest directly in WHITEOAKCAPITAL mutual fund schemes through AMC platforms, apps or distributors.

Fund managers at WHITEOAKCAPITAL select stocks based on financial performance, valuation, growth potential and sector analysis.

Yes, most mutual fund schemes managed by WHITEOAKCAPITAL support SIP (Systematic Investment Plan) investments.

Performance of WHITEOAKCAPITAL funds is measured using returns, consistency, risk-adjusted returns and benchmark comparison.

Yes, you can compare all mutual fund schemes managed by WHITEOAKCAPITAL based on returns, holdings, risk and portfolio structure.

Yes, depending on the scheme objective, WHITEOAKCAPITAL invests across large cap, mid cap and small cap companies.
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