WhiteOak Capital Asset Management Ltd

About WhiteOak Capital Asset Management Ltd Mutual Fund

Q: How to start WhiteOak Capital Asset Management Ltd mutual funds SIP online?

You can visit the WhiteOak Capital Asset Management Ltd website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate WhiteOak Capital Asset Management Ltd mutual funds SIP ?

To calculate WhiteOak Capital Asset Management Ltd mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my WhiteOak Capital Asset Management Ltd mutual fund units ?

There are two different ways to redeem your WhiteOak Capital Asset Management Ltd mutual fund units. To redeem the WhiteOak Capital Asset Management Ltd mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are WhiteOak Capital Asset Management Ltd mutual funds safe ?

WhiteOak Capital Asset Management Ltd mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with WhiteOak Capital Asset Management Ltd mutual funds ?

WhiteOak Capital Asset Management Ltd mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

WhiteOak Capital Liquid Fund - Direct (G)

Low Risk . Debt

1Y Return

7.37%

Fund Size (in Cr)

₹287.9173

WhiteOak Capital Ultra Short Duration Fund-Dir (G)

Low Risk . Debt

1Y Return

7.41%

Fund Size (in Cr)

₹288.0793

WhiteOak Capital Flexi Cap Fund - Direct (G)

Very High Risk . Equity

1Y Return

39.28%

Fund Size (in Cr)

₹4235.0448

WhiteOak Capital Mid Cap Fund - Direct (G)

Very High Risk . Equity

1Y Return

49.81%

Fund Size (in Cr)

₹2565.1532

WhiteOak Capital ELSS Tax Saver Fund - Direct (G)

Very High Risk . Equity

1Y Return

45.42%

Fund Size (in Cr)

₹293.8592

WhiteOak Capital Large Cap Fund - Direct (G)

Very High Risk . Equity

1Y Return

40.22%

Fund Size (in Cr)

₹640.3886

WhiteOak Capital Balanced Advantage Fund - Dir (G)

Very High Risk . Hybrid

1Y Return

26.2%

Fund Size (in Cr)

₹1196.8368

WhiteOak Capital Multi Asset Allocation-Dir (G)

Very High Risk . Hybrid

1Y Return

24.68%

Fund Size (in Cr)

₹842.4727

Top WhiteOak Capital Asset Management Ltd Managers

Over 16 years' of experience in Financial Market: 1. WhiteOak Capital Asset Management Limited (Dec 13, 2023 - till now) 2. WhiteOak Capital Asset Management Limited (June 2022 - Dec 13, 2023) 3. The Goldman Sachs (April 2007 - June 2021)

Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)

Collectively around 15 years of experience. : 1. WhiteOak Capital Asset Limited (Dec 21, 2021 - till now) 2. WhiteOak Capital (Jul 2017 - Dec 21, 2021) 3. Khoob Saree (Dec 2015 - Mar 2017) 4. Marketune (Aug 2014 - Oct 2015) 5. L&T Infrastructure Finance Company Limited (Dec 2011 - Dec 2013)