WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund, also referred to as WhiteOak Mutual Fund or White Oak Mutual Fund, is a part of the internationally recognized WhiteOak Capital Group. Established in 2017 by Mr. Prashant Khemka, former CIO of Goldman Sachs Asset Management, WhiteOak Capital Mutual Fund was founded with the mission to offer research-driven, transparent, and investor-focused solutions.

The fund house manages a diverse portfolio of equity, hybrid, and debt schemes, addressing different risk appetites and long-term financial objectives. With operations spanning India, Singapore, Mauritius, the UK, and Switzerland, WhiteOak Capital Mutual Fund caters to family offices, pension funds, endowments, and retail investors alike.

As per the latest disclosures, the WhiteOak Group oversees assets worth several thousand crores, investing in India through both pooled vehicles and separately managed accounts.

Key Schemes of WhiteOak Mutual Fund

• WhiteOak Capital Flexi Cap Fund:

  A dynamic equity scheme investing across large, mid, and small-cap stocks without fixed allocation, enabling fund managers to balance risk and growth while capturing opportunities across market segments.

• WhiteOak Capital Mid Cap Fund:

  Focused on mid-sized companies with high growth potential, suited for investors willing to accept higher volatility for potentially superior long-term returns.

• WhiteOak Capital Large Cap Fund:

  Invests in well-established blue-chip companies with consistent earnings and strong governance, ideal for those seeking steady wealth creation and stability.

• WhiteOak Capital Multi Cap Fund:

  Allocates at least 25% to each of large, mid, and small-cap stocks, reducing concentration risk while capitalizing on opportunities across India’s evolving equity market.

• WhiteOak Capital Balanced Advantage Fund:

  With a dynamic allocation strategy between equity and debt based on market conditions, this fund provides moderate volatility and is suitable for investors seeking equity exposure with stability.

• WhiteOak Capital ELSS Tax Saver Fund:

  Offers tax benefits under Section 80C along with long-term wealth creation through diversified equity investments, subject to a mandatory 3-year lock-in period.

• WhiteOak Capital Pharma & Healthcare Fund:

  Invests in pharmaceutical, biotechnology, hospital, diagnostics, and wellness companies, combining defensive stability with growth from healthcare innovation.

• WhiteOak Capital Digital Bharat Fund:

  A thematic fund targeting companies driving India’s digital transformation, including IT services, fintech, e-commerce, and telecom sectors.

• WhiteOak Capital Equity Savings Fund:

  Combines equity, arbitrage, and debt to deliver relatively stable, tax-efficient returns for conservative investors.

• Other Schemes:

  WhiteOak Capital also offers the WhiteOak Capital Ultra Short-Term Fund, WhiteOak Capital Small Cap Fund, and WhiteOak Capital Special Opportunities Fund.

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