Fund house overviewWhiteOak Capital
Mutual Fund.
WhiteOak Capital Mutual Fund is run by WhiteOak Capital Asset Management, founded by Prashant Khemka, previously chief investment officer of Goldman Sachs' India equity business. The house entered mutual funds by acquiring YES Mutual Fund in 2021 and now runs a broad equity and hybrid range.
WhiteOak Capital Mutual Fund at a glance
Fund-house metrics and scheme data labelled separately.
WhiteOak Capital mutual funds
Filter the list to find a scheme. Returns shown are annualised where applicable.
| Scheme | NAV | ||||
|---|---|---|---|---|---|
| WhiteOak Capital Flexi Cap Fund - Direct Plan - Growth OptionDirectFlexi Cap Fund · Equity | ₹9,275 Cr | ₹18.312 | 0.82% | +0.2% | +13.7% |
| WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth OptionRegularFlexi Cap Fund · Equity | ₹9,275 Cr | ₹17.245 | 2.05% | -1.1% | +12.2% |
| WhiteOak Capital Multi Asset Allocation Fund - Direct Plan - Growth OptionDirectMulti Asset Allocation · Hybrid | ₹8,527 Cr | ₹16.487 | 0.65% | +8.4% | +16.7% |
| WhiteOak Capital Multi Asset Allocation Fund - Regular Plan - Growth OptionRegularMulti Asset Allocation · Hybrid | ₹8,527 Cr | ₹15.842 | 1.67% | +7.2% | +15.3% |
| WhiteOak Capital Mid Cap Fund - Direct Plan - Growth OptionDirectMid Cap Fund · Equity | ₹7,096 Cr | ₹22.398 | 0.92% | +8.9% | +20.6% |
| WhiteOak Capital Mid Cap Fund - Regular Plan - Growth OptionRegularMid Cap Fund · Equity | ₹7,096 Cr | ₹21.042 | 2.23% | +7.5% | +18.9% |
| WhiteOak Capital Multi Cap Fund - Direct Plan - Growth OptionDirectMulti Cap Fund · Equity | ₹4,222 Cr | ₹16.262 | 0.88% | +3.4% | +17.7% |
| WhiteOak Capital Multi Cap Fund - Regular Plan - Growth OptionRegularMulti Cap Fund · Equity | ₹4,222 Cr | ₹15.516 | 2.21% | +2.0% | +15.9% |
| WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth OptionRegularLarge & Mid Cap Fund · Equity | ₹2,449 Cr | ₹13.064 | 2.35% | -1.5% | — |
| WhiteOak Capital Balanced Advantage Fund - Direct Plan - Growth OptionDirectDynamic Asset Allocation or Balanced Advantage · Hybrid | ₹2,274 Cr | ₹15.242 | 0.83% | +1.1% | +11.2% |
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Key information about WhiteOak Capital Mutual Fund
| Mutual fund name | WhiteOak Capital Mutual Fund |
|---|---|
| Asset management company | WhiteOak Capital Mutual Fund |
| Mutual fund setup date | 10 November 2021 |
| Sponsor | WhiteOak Capital Partners Private Limited |
| Trustee organisation | WhiteOak Capital Trustee Limited |
| Managing director | Prashant Khemka |
| SEBI registration | MF/089/21/26 |
| Mutual fund AUM | About ₹0.39 lakh Cr as of Oct 2026 |
| Investor service | Official contact and grievance details ↗ |
Documents required to invest in WhiteOak Capital Mutual Fund
For an individual investor, the exact requirements depend on KYC status and account type.
Keep a valid PAN or applicable exemption reference ready.
Use a document accepted under current KYC rules.
Provide an account in your name for investments and redemptions.
Keep mobile, email and nomination information available.
Joint holders, minors, NRIs and entities may require more. See AMFI's current KYC guidance.
How to invest in WhiteOak Capital MF schemes through Zomint
- 01Choose the scheme
Match its mandate and riskometer to your goal and time horizon.
- 02Complete KYC
Confirm identity, address and bank details as needed.
- 03Place the investment
Choose SIP or one-time, review plan details and authorise payment.
Review the fund and your current holdings with an advisor before investing.
WhiteOak Capital Mutual Fund customer care
Contact WhiteOak Capital Mutual Fund ↗
For official service, complaints and current contact details.Top WhiteOak Capital Mutual Fund managers
Key fund managers managing schemes under WhiteOak Capital.
The fund is one part of your portfolio
Zomint's investment process considers consistency, downside risk, costs, portfolio quality and manager behaviour. It also checks whether a new fund duplicates existing holdings.
Vishal Singh
Head of Investments at Zomint
Vishal and the investment team look at a fund alongside your existing holdings, costs and risk. A strong standalone scheme may still add too much overlap.
Questions worth asking
Know when the data was checked
Scheme data
NAV, AUM, expense ratio and fund-manager assignments are sourced from WhiteOak Capital's official website and AMFI registered data. The fund table covers 70 schemes listed under WhiteOak Capital Mutual Fund. It is not the full AMC directory or a recommendation.
Fund-house figures
WhiteOak Capital reports about ₹0.39 lakh Cr in AUM as of Oct 2026. Source: official website.
Corporate details
Setup date (10 November 2021), sponsor, SEBI registration (MF/089/21/26) follow AMFI member records. Contact details come from WhiteOak Capital's website.
Costs
Expense ratios shown are Base Expense Ratio (BER) from the latest available factsheet. Check current TER disclosures for the full applicable expense figure.
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This page is auto-synced daily from verified data feeds. Zomint does not make any scheme recommendation on this page.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance does not guarantee future results. Zomint is an AMFI-Registered Mutual Fund Distributor (ARN-369496). No scheme recommendation is made on this page.