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Fund house · All 55 AMCs

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 · July - September 2026
₹44,845Cr
Industry rank
#24
Schemes tracked
70

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★★★★★+11.1%+20.8%—0.93%₹7,096Cr
2WhiteOak Capital Multi Cap Fund★★★★☆+5.0%+17.6%—0.88%₹4,222Cr
3WhiteOak Capital Multi Asset Allocation Fund★★★★☆+9.0%+16.7%—0.65%₹8,527Cr
4WhiteOak Capital ELSS Tax Saver Fund★★★★★+2.1%+15.3%—0.86%₹494.27Cr
5WhiteOak Capital Flexi Cap Fund★★★★★+1.8%+13.8%—0.82%₹9,275Cr
6WhiteOak Capital Large Cap Fund★★★★★-2.9%+12.3%—0.91%₹1,251Cr
7WhiteOak Capital Balanced Advantage Fund★★★★☆+2.3%+11.3%—0.83%₹2,274Cr
8WhiteOak Capital Ultra Short Term Fund★★☆☆☆+6.4%+7.0%+6.4%0.27%₹556.07Cr
9WhiteOak Capital Liquid Fund★★☆☆☆+6.4%+6.8%+6.2%0.13%₹711.85Cr
10WhiteOak Capital Aggressive Hybrid Fund————1.20%₹484.23Cr
11WhiteOak Capital Arbitrage Fund★★★★★+7.3%——2.35%₹2,146Cr
12WhiteOak Capital Balanced Hybrid Fund★★★☆☆+2.2%——0.71%₹297.19Cr
13WhiteOak Capital Banking & Financial Services Fund★★★☆☆+0.8%——1.05%₹651.15Cr
14WhiteOak Capital Consumption Opportunities Fund————1.09%₹132.71Cr
15WhiteOak Capital Digital Bharat Fund★☆☆☆☆-3.7%——1.37%₹499.01Cr
Screen all WhiteOak Capital funds

WhiteOak Capital AUM over time

Quarterly average AUM, excluding domestic fund-of-funds, from AMFI’s fund-wise disclosure: ₹2,000Cr in January - March 2019 to ₹44,845Cr in July - September 2026.

Categories WhiteOak Capital competes in

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

Fund managers

6

From the statutory Scheme Information Documents — every manager this house names, each with their own page.

Piyush Baranwal22Ashish Agrawal20Ramesh Mantri20Dheeresh Pathak19Trupti Agarwal19Bhavin 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

Sundaram#21Baroda BNP Paribas#22LIC#23Mahindra Manulife#25Bajaj Finserv#26Union#27

All WhiteOak Capital schemes

70

Every open scheme with computed metrics, by category — each plan and option variant listed separately, because their NAVs differ.

From the blog

Frequently asked questions

How big is WhiteOak Capital Mutual Fund?

WhiteOak Capital Mutual Fund manages ₹44,845Cr (July - September 2026, ex-FoF), ranking #24 of 57 fund houses with 0.5% of industry AUM — from AMFI's fund-wise quarterly disclosure.

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

WealthTicker tracks 70 WhiteOak Capital scheme variants (each plan and option counted separately) across 16 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 +20.80%. Rankings move with NAVs — past returns don't guarantee future performance.

NAV data as of 06 Oct 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.