WhiteOak Capial Mutual Fund

White Oak Capital is an investment management and advisory company established in 2017. This performance-centric AMC has operations across India, Singapore, Mauritius, UK, and Switzerland. White Oak is known to have attracted some of the largest Foreign Portfolio Investments in India in the past few years. Collectively, the entities under this AMC have Assets Under Management (AUM) of $ 5.8 bn as of Jan 2022. The company acquired YES Mutual Fund and renamed it to WhiteOak Capital schemes at the start of this year.

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About WhiteOak

White Oak Capital Management has a global client base including various sovereign wealth funds, endowments, individuals, pension plans, and family offices that invest in India using a combination of investment funds and managed accounts.

White Oak boasts of a performance-first culture and robust risk management system. The AMC's investment team focuses on outsizing returns through identification and investment in businesses with attractive valuations. The team's portfolio construction strategy involves maintaining a balanced portfolio focused on identifying stocks while consciously avoiding market timing and constant sector changes.

White Oak Capital Ultra Short Term Fund.
White Oak Capital Liquid Fund.
White Oak India Select Equity Fund.
White Oak India Equity Fund II.
White Oak India Equity Fund IV.

Financial Details - Year 2021

  • 109.44 Cr Assets Under Management
  • -135.35 Cr Change in AUM
  • -55.29 % % Change
  • 3 Mutual Funds

Top Fund Managers

  • Mr. Piyush Baranwal


Managed Funds

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