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- WhiteOak Mutual Fund
WhiteOak Mutual Fund
WhiteOak Capital Mutual Fund manages assets worth 14850 crores and was set up on 2018-07-03. Its current offering of mutual fund schemes includes 30 debt, 34 equity, 8 hybrid funds. The company is led by its CEO Aashish P Somaiyaa.
96
Schemes
₹ 14,850 Cr
Total AUM
WhiteOak Mutual Fund Details
Name | WhiteOak Capital Mutual Fund |
AUM | ₹ 14850.34 Crores |
Incorporation Date | 2017-04-21 |
CIO | Ramesh Mantri |
MD & CEO | Aashish P Somaiyaa |
Contact Number | 180030003060 |
Email Id | - |
Website | http://www.whiteoakamc.com |
Trustee | WhiteOak Capital Trustee Limited |
Office Address | Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi |
Best WhiteOak Mutual Fund Schemes to Invest in 2024
Know the latest NAV, Asset Under Management, and 3-year Return of Best WhiteOak Mutual Funds. Invest in Scripbox Recommended High Return Mutual Funds Best Suited According To Your Investment Objectives.
Top WhiteOak Mutual Fund Managers
Piyush Baranwal
Fund Manager
Dheeresh Pathak
Fund Manager
Ramesh Mantri
Fund Manager
Trupti Agrawal
Fund Manager
Naitik Shah
Fund Manager
Vineet Narang
Fund Manager
Ashish Agarwal
Fund Manager
WhiteOak Capital Asset Management Limited
WhiteOak Capital Asset Management Limited, formerly know as YES Asset Management (India) Limited which was a subsidiary of YES Bank . The fund house seeks to build a strong Mutual Fund franchise. It aims to provide a wide range of financial products to its investors. The motto of WhiteOak Capital Asset Management Limited is ‘Experience our Expertise’. It strives to combine investor’s interests and the company’s relentless endeavours to provide the optimum solution.
The fund house was set up with an investor centric approach. This approach simplifies investors’ goals through good investment practices and risk management. The board and fund management team have rich experience and are seasoned professions. Their financial services and mutual fund industry experience helps in creating products that are in line with the company’s motto.
WhiteOak capital mutual fund manages AUM of INR 128 crore as of July 2022. The funds offered by the WhiteOak AMC (Asset Management Company) are WhiteOak Capital Overnight Fund, WhiteOak Capital Liquid Fund and WhiteOak Ultra Short Term Fund. All of them are debt mutual funds investing majorly in debt securities and money market instruments.
How to Invest in WhiteOak capital Mutual Funds via Scripbox?
Time needed: 30 minutes
With Scripbox mutual fund investment is extremely easy. It can be done at the click of a mouse. To invest in mutual funds, one has to follow the steps below.
- Visit Scripbox and Commence the Investment Journey
To begin the investment journey, visit Scripbox’s website. On the homepage, click on the button “Let’s get started”. A list of financial goals is displayed. Choose financial goals closet to one’s life goal to invest in mutual funds. To proceed with mutual fund investment, click on the “Continue” button.
- Signup and Create an Account
This step begins with creating an account with Scripbox. One can use their email id to create an account. Once done with account creation, login to the account. Upon doing so, different payment options and the amount of investment will be available. Enter the amount one is willing to invest. Next, they have to select from “Every month SIP” or “One-time” payment options depending on their cash flow. Scripbox’s online SIP calculator can be used to calculate their potential SIP returns.
To see the recommended funds click on “See Recommended Funds” button and proceed for investment. - Check the Plan and Fund Allocation
This step displays the actual investment plan. The mutual funds and the allocated amount for each of the mutual funds in the selected plan is shown. The minimum application amount for WhiteOak Capital mutual funds is INR 500. Check all the details before proceeding ahead. There is an option to change the fund and investment amount. One can do so by clicking on the option, “I want to change Funds/ Amount”. Click on the “Next” button to make payment.
- Bank Details and Money Transfer
To proceed with mutual fund investment, Scripbox would need an investor’s bank saving account and PAN details. Scripbox provides a secure environment. Also, the bank details (saving account) will only be used for investing and crediting the redemption proceeds only.
KYC Required to Invest in WhiteOak Mutual Fund
Know Your Customer (KYC) is used to identify a client. SEBI prescribes the KYC requirements. Investors have to be KYC compliant to invest in SEBI registered mutual funds. Details of identity, demographics, financial status, occupation and address of a person form a part of the KYC form.
Scripbox helps potential investors to get their KYC done online on their website. The documents required for KYC by Resident Indians and PIOs residing in India are:
- Video Selfie: Record a video by facing the camera for 5 seconds
- KYC Authorisation Letter. (Please write on a while plain sheet of paper that “I authorise Scripbox to do my mutual fund KYC” & sign below it)
- Pan Card
- Photograph
- Address proof (Aadhar Card (Both Front & Back)/Driving License/Passport/Voter ID Card)
You can upload clear colour scanned copies of your KYC documents during the registration itself. Or,
If you are an existing Scripbox user, you can message on Scripbox’s WhatsApp number +91-8884448026 or email your KYC documents to help@scripbox.com.
Top Fund Managers
Equity Fund Manager
Mr. Ramesh Mantri: Mr Mantri founded the Ashoka Capital Advisers that advised on equity investment. He has more than 17 years of experience. His experience is across equity research, global markets, corporate finance and fund management. Prior to joining WhiteOak Capital AMC, he founded Ashoka Capital Advisers and was a part of a US based hedge fund for over 7 years. He also worked as an analyst at CRISIL. Mr Ramesh Mantri is a CFA charter holder and a Chartered Accountant with MBA degree from FMS, Delhi.
Debt Fund Manager
Mr. Piyush Baranwal: Mr Baranwal is currently the Executive President – Senior Fund Manager (Fixed Income). He has more than 12 years of experience in the fund management and fixed income sector. Prior to joining the fund house, he was the Head of Fixed Income at BOI AXA Investment Manager. He also worked with Morgan Stanley Investment Management as a portfolio manager. He started his career at Principal PNB AMC. Mr Baranwal holds a B.E. degree in Electronics and Communication from MIT Manipal. He also holds a PGDM in finance from SPA MR, Mumbai. Also, he is a Certified Financial Analyst by CFA Institute.
Frequently Asked Questions
To invest in WhiteOak mutual fund through offline mode, one can directly visit the WhiteOak AMC office and fill in the application form. Or, they can approach any investment advisor (intermediary). The minimum application amount is INR 500 for WhiteOak mutual funds.
To invest in a WhiteOak mutual fund through online mode, one can visit their website and create an account with them and start investing. They also invest through online portals like Scripbox.
To invest in mutual funds, one needs the following documents: Pan Card, and Aadhar Card.
SIP investment can be stopped online or offline. For offline, the investor can visit the nearest branch of WhiteOak AMC and submit a letter for the same. Or they can also request their advisor (intermediary) to do the same for them.
For online, one can visit their website and stop their SIP there. Alternatively, if invested through online portals, the investor can request them to stop the SIP for them.
Online or offline, it takes 30 days for the request to process.
Investors need not stop their SIP as there are no funds available. Instead, they can just pause their SIP and start it back later when they have enough funds.
To withdraw investments form WhiteOak mutual fund, one can do it through online or offline mode. For doing it offline, one can submit a transaction slip with all the redemption details at the nearest branch of WhiteOak AMC or to their advisor (intermediary).
For online mode, they can directly visit their website and redeem their investments. Alternatively, if invested through online portals, then they can withdraw their investments with them.
Once the investment is redeemed, the account will be credited with the money within three days for equity funds, two days for debt funds, and one day for liquid funds.
To increase the SIP investment amount, one can stop the existing SIP and start a new SIP with the new amount. Or they can let the ongoing SIP continue and start a new SIP in the same fund with the additional amount. So there will be two SIPs in one fund. If one hasn’t started investing yet, they can always opt for a SIP top-up option. It lets investors top-up SIP with a certain amount or a certain percentage every year. This will boost mutual fund SIP returns.
YES Asset Management Company limited is now known as WhiteOak Capital Asset Management (India) Limited . WhiteOak Capital present in India, Ireland, Mauritius, and the UK to individual and institutional investors of worldwide. WhiteOak manages an AUM of over INR 40,000 cr dedicated to equity assets as of 31st May 2022 in India. The fund house aims to provide a wide range of financial products to its investors. The motto of WhiteOak Mutual Fund is ‘Experience our Expertise’. The fund house was set up with an investor centric approach. This approach simplifies investors’ goals through good investment practices and risk management.
WhiteOak Capital mutual fund currently offers three funds. All of them are debt mutual funds investing majorly in debt securities and money market instruments. But not all funds suit all investors. These funds have different objectives, investment horizons and are from different risk grades. An investor has to see which fund(s) match his/her objectives and investment horizon. He/she has to assess how much risk they can absorb and then choose a fund accordingly. The best fund is the fund that not only performs well but also fits the investor’s requirements perfectly.
Investors’ can further narrow down their mutual fund investments selection by analysing the fund based on a few parameters. Few of them are fund performance, expense ratio, standard deviation, fund manager’s experience, Sharpe ratio, and related mutual funds news. Investors need not analyse deeply on all of the parameters. However, the fund’s historical performance, expense ratio and the fund’s news are important. The investor has to analyse at least the fund based on these parameters.
The top mutual funds of WhiteOak Capital mutual fund are WhiteOak Capital Liquid Fund, WhiteOak Capital Ultra Short Term Fund, and WhiteOak Capital Overnight Fund. WhiteOak Capital Liquid Fund seeks to generate optimal returns by investing in high quality money market instruments and debt securities. The fund positions itself as a moderate risk fund with high liquidity.
WhiteOak Capital Ultra Short Term Fund seeks to generate income with low volatility by investing in debt & money market instruments.
WhiteOak Capital Overnight Fund seeks to provide high liquidity with low risk. It invests only in securities having a maturity of one business day.