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Whiteoak Capital Mutual Fund

Dive into the world of Whiteoak Capital Mutual Fund. Explore their advantages they offer and take informed decision

History of Whiteoak Capital Mutual Fund

Founded in 2017 by PrashantKhemka, Whiteoak Capital Mutual Fund stands apart with its unconventional, bottom-up investment approach. They focus on identifying undervalued businesses with strong fundamentals and long-term growth potential, defying market trends and seeking true alpha. The AMC is operating in over 50 cities and a basket of Equity, Hybrid, and Debt funds for all kinds of investors.

Vision and mission

Vision

Whiteoak Capital MF aims to deliver consistent returns while prioritizing investor trust and financial well-being through prudent investment strategies.

Vision and mission

Mission

Empowering investors through innovative solutions and superior returns. Whiteoak Capital Mutual Fund is committed to financial growth and excellence.

Top 3 Performing Whiteoak Capital Mutual Fund

Equity:

Fund Name

Category

1 Year Return (%)

AUM (Cr)

WhiteOak Capital Mid Cap Fund

ELSS (Tax Savings)

33.74

1428.58

WhiteOak Capital Large Cap Fund

Large Cap

18.34

380.30

WhiteOak Capital Mid Cap Fund (Direct – Growth)

Mid Cap

36.07

1426.58

Debt:

Fund Name

Category

1 Year Return (%)

AUM (Cr)

WhiteOak Capital Liquid Fund

Liquid Fund

5.02%

246.96

WhiteOak Capital Ultra Short Duration Fund

Liquid Fund

5.30%

253.63

Why to Invest with WhiteOak Capital Funds?

  • Unconventional Wisdom: They deviate from market trends and focus on undervalued businesses with strong fundamentals and long-term growth potential. This approach aims to deliver alpha, exceeding market returns.
  • Bottom-Up Research: Their in-depth research process analyzes individual companies, seeking those with exceptional management, competitive advantages, and sustainable growth models.
  • Long-Term Focus: They invest for the long term, avoiding short-term market noise and focusing on businesses with enduring potential.

How to Invest in the WHITEOAK CAPITAL Mutual Fund Online?

To invest in WHITEOAK CAPITAL Mutual Fund from the comfort of your home, just follow these quick and easy steps:

  1. Log in to your Fincover account.
  2. Complete the KYC verification process by Uploading valid documentation and identity proofs as per requirements.
  3. Click on Mutual Funds under investments, enter a few details
  4. Select the best WHITEOAK CAPITAL Mutual Fund scheme as per your investment horizon and risk appetite.
  5. If you’re making a lump sum investment, click on the ‘Buy Now’ option.
  6. If you are starting an SIP (Systematic Investment Plan), select ‘Start SIP’.
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