360 ONE Mutual Fund manages assets worth 13512 crores and was set up on 2010-03-22. Its current offering of mutual fund schemes includes 28 debt, 16 equity, 12 hybrid, 6 other funds. The company is led by its CEO Raghav Iyengar(Chief Executive Officer).

360 ONE Mutual Fund

Aditya Birla Sun Life Mutual Fund manages assets worth 447582 crores and was set up on 1994-12-23. Its current offering of mutual fund schemes includes 1162 debt, 197 other, 186 equity, 62 hybrid, 24 solution oriented funds. The company is led by its CEO A Balasubramanian(Chief Executive Officer).

Aditya Birla Sun Life Mutual Fund

Axis Mutual Fund manages assets worth 362655 crores and was set up on 2009-09-04. Its current offering of mutual fund schemes includes 305 debt, 169 other, 110 hybrid, 88 equity, 20 solution oriented funds. The company is led by its CEO Gop Kumar Bhaskaran(Chief Executive Officer).

Axis Mutual Fund

Bajaj Finserv Mutual Fund manages assets worth 32366 crores and was set up on 2021-10-18. Its current offering of mutual fund schemes includes 40 debt, 36 equity, 16 hybrid, 11 other funds. The company is led by its CEO Ganesh Mohan(Managing Director).

Bajaj Finserv Mutual Fund

Bandhan Mutual Fund manages assets worth 198849 crores and was set up on 1999-12-20. Its current offering of mutual fund schemes includes 665 debt, 132 other, 84 equity, 36 hybrid, 4 solution oriented funds. The company is led by its CEO Vishal Kapoor(Chief Executive Officer).

Bandhan Mutual Fund

Bank of India Mutual Fund manages assets worth 13863 crores and was set up on 2008-03-31. Its current offering of mutual fund schemes includes 64 equity, 62 debt, 42 hybrid funds. The company is led by its CEO Mohit Bhatia(Chief Executive Officer).

Bank of India Mutual Fund

Baroda BNP Paribas Mutual Fund manages assets worth 54845 crores and was set up on 2004-04-15. Its current offering of mutual fund schemes includes 208 debt, 80 equity, 38 hybrid, 36 other, 8 solution oriented funds. The company is led by its CEO Sanjay Kumar Grover(Managing Director and Chief Executive Officer).

Baroda BNP Paribas Mutual Fund

Baroda Mutual Fund was set up on 1994-11-24. Its current offering of mutual fund schemes includes 35 debt, 18 equity, 18 hybrid funds. 

Baroda Mutual Fund

Canara Robeco Mutual Fund manages assets worth 122188 crores and was set up on 1987-12-19. Its current offering of mutual fund schemes includes 103 debt, 54 hybrid, 52 equity, 5 other funds. The company is led by its CEO Rajnish Narula(Managing Director and Chief Executive Officer).

Canara Robeco Mutual Fund

DSP Mutual Fund manages assets worth 227464 crores and was set up on 1996-12-16. Its current offering of mutual fund schemes includes 436 debt, 142 other, 90 equity, 54 hybrid funds. The company is led by its CEO Kalpen Parekh(Chief Executive Officer).

DSP Mutual Fund

Edelweiss Mutual Fund manages assets worth 166386 crores and was set up on 2008-04-30. Its current offering of mutual fund schemes includes 162 debt, 142 other, 58 equity, 38 hybrid funds. The company is led by its CEO Radhika Gupta(Chief Executive Officer).

Edelweiss Mutual Fund

Franklin Templeton Mutual Fund manages assets worth 127078 crores and was set up on 1996-02-19. Its current offering of mutual fund schemes includes 385 debt, 60 equity, 40 other, 38 hybrid, 4 solution oriented funds. 

Franklin Templeton Mutual Fund

Groww Mutual Fund manages assets worth 3506 crores and was set up on 2008-04-10. Its current offering of mutual fund schemes includes 108 debt, 92 other, 40 equity, 32 hybrid funds. The company is led by its CEO Varun Gupta(Chief Executive Officer).

Groww Mutual Fund

HDFC Mutual Fund manages assets worth 939182 crores and was set up on 1999-12-10. Its current offering of mutual fund schemes includes 976 debt, 106 equity, 93 other, 86 hybrid, 8 solution oriented funds. The company is led by its CEO Navneet Munot(Chief Executive Officer).

HDFC Mutual Fund

Helios Mutual Fund manages assets worth 8042 crores and was set up on 2021-05-21. Its current offering of mutual fund schemes includes 20 equity, 4 debt, 4 hybrid funds. The company is led by its CEO Dinshaw Irani(Chief Executive Officer).

Helios Mutual Fund

HSBC Mutual Fund manages assets worth 139318 crores and was set up on 2002-05-27. Its current offering of mutual fund schemes includes 253 debt, 72 equity, 50 hybrid, 46 other funds. The company is led by its CEO Kailash Kulkarni(Chief Executive Officer).

HSBC Mutual Fund

ICICI Prudential Mutual Fund manages assets worth 1089373 crores and was set up on 1993-10-12. Its current offering of mutual fund schemes includes 1644 debt, 331 hybrid, 289 equity, 211 other, 18 solution oriented funds. The company is led by its CEO Nimesh Shah(Chief Executive Officer).

ICICI Prudential Mutual Fund

IDBI Mutual Fund was set up on 2010-03-29. Its current offering of mutual fund schemes includes 44 debt, 16 equity, 5 other, 4 hybrid funds. 

IDBI Mutual Fund

Invesco Mutual Fund manages assets worth 144874 crores and was set up on 2006-07-24. Its current offering of mutual fund schemes includes 315 debt, 70 equity, 32 other, 28 hybrid funds. The company is led by its CEO Saurabh Nanavati(Chief Executive Officer).

Invesco Mutual Fund

ITI Mutual Fund manages assets worth 11336 crores and was set up on 2018-05-14. Its current offering of mutual fund schemes includes 50 debt, 48 equity, 16 hybrid funds. The company is led by its CEO Jatinder Pal Singh(Chief Executive Officer).

ITI Mutual Fund

JM Financial Mutual Fund manages assets worth 15253 crores and was set up on 1994-09-15. Its current offering of mutual fund schemes includes 135 debt, 40 equity, 40 hybrid funds. The company is led by its CEO Amitabh Mohanty(Chief Executive Officer).

JM Financial Mutual Fund

Kotak Mahindra Mutual Fund manages assets worth 578901 crores and was set up on 1994-08-05. Its current offering of mutual fund schemes includes 684 debt, 203 other, 122 equity, 48 hybrid funds. The company is led by its CEO Nilesh Shah(Chief Executive Officer).

Kotak Mahindra Mutual Fund

L&T Mutual Fund was set up on 1996-04-25. Its current offering of mutual fund schemes includes 118 debt, 26 equity, 8 hybrid funds. 

L&T Mutual Fund

LIC Mutual Fund manages assets worth 43884 crores and was set up on 1994-04-20. Its current offering of mutual fund schemes includes 70 debt, 60 equity, 51 hybrid, 20 other, 2 solution oriented funds. The company is led by its CEO Ravi Kumar Jha(Chief Executive Officer).

LIC Mutual Fund

Mahindra Manulife Mutual Fund manages assets worth 33324 crores and was set up on 2016-02-04. Its current offering of mutual fund schemes includes 52 equity, 36 debt, 20 hybrid, 8 other funds. The company is led by its CEO Anthony Heredia(Chief Executive Officer).

Mahindra Manulife Mutual Fund

Mirae Asset Mutual Fund manages assets worth 231684 crores and was set up on 2007-11-30. Its current offering of mutual fund schemes includes 132 other, 102 debt, 50 equity, 20 hybrid funds. The company is led by its CEO Swarup Anand Mohanty(Chief Executive Officer).

Mirae Asset Mutual Fund

Motilal Oswal Mutual Fund manages assets worth 138060 crores and was set up on 2009-12-29. Its current offering of mutual fund schemes includes 91 other, 72 equity, 28 debt, 14 hybrid funds. The company is led by its CEO Prateek Agrawal(Chief Executive Officer).

Motilal Oswal Mutual Fund

Navi Mutual Fund manages assets worth 9055 crores and was set up on 2009-12-04. Its current offering of mutual fund schemes includes 56 debt, 38 hybrid, 34 equity, 31 other funds. The company is led by its CEO Aditya Venkatesh Mulki(Chief Executive Officer).

Navi Mutual Fund

Nippon India Mutual Fund manages assets worth 709782 crores and was set up on 1995-06-30. Its current offering of mutual fund schemes includes 1215 debt, 192 hybrid, 176 equity, 172 other, 12 solution oriented funds. The company is led by its CEO Sundeep Sikka(Chief Executive Officer).

Nippon India Mutual Fund

NJ Mutual Fund manages assets worth 7101 crores and was set up on 2021-04-20. Its current offering of mutual fund schemes includes 8 equity, 8 hybrid, 6 debt funds. The company is led by its CEO Vineet Nayyar(Chief Executive Officer).

NJ Mutual Fund

Old Bridge Mutual Fund manages assets worth 2352 crores and was set up on 2023-09-01. Its current offering of mutual fund schemes includes 4 equity, 4 hybrid funds. The company is led by its CEO Ruchi Pandey(Chief Executive Officer).

Old Bridge Mutual Fund

PGIM India Mutual Fund manages assets worth 27699 crores and was set up on 2010-05-13. Its current offering of mutual fund schemes includes 599 debt, 138 hybrid, 54 equity, 20 other, 4 solution oriented funds. The company is led by its CEO Abhishek Tiwari(Chief Executive Officer).

PGIM India Mutual Fund

PPFAS Mutual Fund manages assets worth 148568 crores and was set up on 2012-10-10. Its current offering of mutual fund schemes includes 10 hybrid, 8 debt, 6 equity funds. The company is led by its CEO Neil Parag Parikh(Chief Executive Officer).

PPFAS Mutual Fund

Principal Mutual Fund was set up on 1994-11-25. Its current offering of mutual fund schemes includes 28 debt, 18 equity, 12 solution oriented, 4 other funds. 

Principal Mutual Fund

Quant Mutual Fund manages assets worth 96342 crores and was set up on 1996-04-15. Its current offering of mutual fund schemes includes 86 equity, 30 debt, 20 hybrid funds. The company is led by its CEO Sandeep Tandon(Chief Executive Officer).

Quant Mutual Fund

Quantum Mutual Fund manages assets worth 3249 crores and was set up on 2005-09-19. Its current offering of mutual fund schemes includes 14 debt, 14 equity, 12 other, 2 hybrid funds. The company is led by its CEO Seemant Shukla(Chief Executive Officer), Jimmy A Patel(Managing Director).

Quantum Mutual Fund

Sahara Mutual Fund was set up on 1996-07-18. Its current offering of mutual fund schemes includes 50 equity, 17 debt funds. 

Sahara Mutual Fund

Samco Mutual Fund manages assets worth 2653 crores and was set up on 2021-09-14. Its current offering of mutual fund schemes includes 16 equity, 8 hybrid, 2 debt funds. The company is led by its CEO Viraj Gandhi(Chief Executive Officer).

Samco Mutual Fund

SBI Mutual Fund manages assets worth 1261509 crores and was set up on 1987-06-29. Its current offering of mutual fund schemes includes 825 debt, 142 hybrid, 136 equity, 109 other, 20 solution oriented funds. The company is led by its CEO Nand Kishore(Chief Executive Officer).

SBI Mutual Fund

Shriram Mutual Fund manages assets worth 1108 crores and was set up on 1994-12-05. Its current offering of mutual fund schemes includes 12 debt, 12 hybrid, 10 equity, 1 other funds. The company is led by its CEO Kartik Jain(Chief Executive Officer).

Shriram Mutual Fund

Sundaram Mutual Fund manages assets worth 76948 crores and was set up on 1996-02-26. Its current offering of mutual fund schemes includes 367 debt, 280 equity, 120 hybrid, 12 other funds. The company is led by its CEO Anand Radhakrishnan(Managing Director).

Sundaram Mutual Fund

Tata Mutual Fund manages assets worth 223665 crores and was set up on 1995-06-30. Its current offering of mutual fund schemes includes 330 debt, 103 other, 102 equity, 28 hybrid, 8 solution oriented funds. The company is led by its CEO Prathit Bhobe(Chief Executive Officer).

Tata Mutual Fund

Taurus Mutual Fund manages assets worth 1021 crores and was set up on 1993-08-20. Its current offering of mutual fund schemes includes 30 equity, 16 debt, 4 other funds. The company is led by its CEO Prashant Soni(Chief Executive Officer).

Taurus Mutual Fund

TRUST Mutual Fund manages assets worth 3981 crores and was set up on 2019-10-07. Its current offering of mutual fund schemes includes 52 debt, 10 equity, 2 hybrid funds. The company is led by its CEO Sandeep Bagla(Chief Executive Officer).

TRUST Mutual Fund

Union Mutual Fund manages assets worth 26541 crores and was set up on 2009-12-30. Its current offering of mutual fund schemes includes 72 debt, 52 equity, 36 hybrid, 13 other, 8 solution oriented funds. The company is led by its CEO Madhukumar Nair(Chief Executive Officer).

Union Mutual Fund

UTI Mutual Fund manages assets worth 400535 crores and was set up on 2002-11-14. Its current offering of mutual fund schemes includes 2211 debt, 196 hybrid, 117 equity, 57 other, 8 solution oriented funds. The company is led by its CEO Imtaiyazur Rahman(Chief Executive Officer).

UTI Mutual Fund

WhiteOak Capital Mutual Fund manages assets worth 30843 crores and was set up on 2018-07-03. Its current offering of mutual fund schemes includes 36 equity, 30 debt, 10 hybrid funds. The company is led by its CEO Aashish P Somaiyaa(Chief Executive Officer).

WhiteOak Capital Mutual Fund

Zerodha Mutual Fund manages assets worth 9989 crores and was set up on 2021-12-20. Its current offering of mutual fund schemes includes 15 other, 1 debt funds. The company is led by its CEO Vishal Jain(Chief Executive Officer).

Zerodha Mutual Fund

Find the Best WhiteOak Mutual Fund by comparing MF Schemes, Nav, Returns Rate and performance 2025 also find WhiteOka AMC details.

WhiteOak Mutual Fund

Best WhiteOak Capital Mutual Funds to Invest 2025

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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

Signup and Create an Account

Check the Plan and Fund Allocation

Bank Details and Money Transfer

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.

How to invest in a WhiteOak mutual fund?

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.

How to stop sip in WhiteOak mutual fund?

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.

How to withdraw WhiteOak mutual fund?

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.

How to increase the sip amount in WhiteOak mutual fund?

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.

Is WhiteOak Mutual Fund good?

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 &amp; 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.

Which WhiteOak Capital Mutual Fund is the best?

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Fund Name		Till Date CAGR
WhiteOak Capital Balanced Advantage Fund Direct (G)	-	16.161%
WhiteOak Capital Balanced Hybrid Fund Direct (G)	-	15.619%
WhiteOak Capital Multi Asset Allocation Fund Direct (G)	-	18.853%
WhiteOak Capital Equity Savings Fund Direct (G)	-	13.79%

Best WhiteOak Hybrid Mutual Funds

Best WhiteOak Hybrid Mutual Funds to Invest in 2025