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WhiteOak 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.

AUM · April - June 2026
₹37,392Cr
Industry rank
#24
Schemes tracked
66

Official site: mf.whiteoakamc.com

Top WhiteOak Capital funds by 3Y returns

15

Ranked by 3-year CAGR, one row per scheme (Direct plan preferred). Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1WhiteOak Capital Mid Cap Fund★★★★★+16.6%+24.6%—0.98%₹5,514Cr
2WhiteOak Capital ELSS Tax Saver Fund★★★★★+6.4%+18.8%—0.87%₹453.00Cr
3WhiteOak Capital Multi Asset Allocation Fund★★★★☆+15.1%+17.8%—0.64%₹7,308Cr
4WhiteOak Capital Flexi Cap Fund★★★★★+7.0%+17.2%—0.84%₹8,018Cr
5WhiteOak Capital Large Cap Fund★★★★★+3.1%+15.6%—0.94%₹1,167Cr
6WhiteOak Capital Balanced Advantage Fund★★★★☆+5.9%+13.3%—0.85%₹2,152Cr
7WhiteOak Capital Ultra Short Duration Fund★☆☆☆☆+6.3%+7.0%+6.4%0.35%₹566.55Cr
8WhiteOak Capital Liquid Fund★★☆☆☆+6.3%+6.9%+6.1%0.14%₹602.90Cr
9WhiteOak Capital Aggressive Hybrid Fund————1.90%₹3.41Cr
10WhiteOak Capital Arbitrage Fund★★★★★+7.0%——2.56%₹1,351Cr
11WhiteOak Capital Balanced Hybrid Fund★★★☆☆+5.9%——0.72%₹282.85Cr
12WhiteOak Capital Banking & Financial Services Fund★★★☆☆+6.4%——1.06%₹652.60Cr
13WhiteOak Capital Consumption Opportunities Fund————1.12%₹104.39Cr
14WhiteOak Capital Digital Bharat Fund★☆☆☆☆+1.3%——1.54%₹413.19Cr
15WhiteOak Capital ESG Best-In-Class Strategy Fund★★☆☆☆-0.7%——0.97%₹53.57Cr
Screen all WhiteOak Capital funds

Categories WhiteOak Capital competes in

Best Mid Cap Mutual FundsBest ELSS (Tax Saving) Mutual FundsBest Multi Asset Allocation Mutual FundsBest Flexi Cap Mutual FundsBest Large Cap Mutual FundsBest Balanced Advantage Mutual FundsBest Ultra Short Duration Mutual FundsBest Liquid Mutual Funds

Fund managers

6

From the statutory Scheme Information Documents — see the full directory on the Managers page.

Piyush Baranwal21Ashish Agrawal19Ramesh Mantri19Dheeresh Pathak18Trupti Agarwal18Bhavin Patadia2

WhiteOak Capital in the news

Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.

Fund houses nearby in AUM

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Frequently asked questions

How big is WhiteOak Capital Mutual Fund?

WhiteOak Capital Mutual Fund manages ₹37,392Cr (April - June 2026, ex-FoF), ranking #24 of 55 fund houses with 0.4% of industry AUM — from AMFI's fund-wise quarterly disclosure.

How many mutual fund schemes does WhiteOak Capital Mutual Fund offer?

WealthTicker tracks 66 WhiteOak Capital scheme variants (each plan and option counted separately) across 15 sub-categories, with returns and risk metrics computed from AMFI NAV history.

Which is the best WhiteOak Capital fund right now?

WhiteOak Capital Mid Cap Fund currently leads WhiteOak Capital's lineup by 3-year CAGR at +24.58%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 20 Aug 2026. AUM and market share from AMFI’s fund-wise quarterly disclosure; returns computed from AMFI NAV history; managers from SID filings. See our methodology for every formula. Data, not investment advice.