Mutual Fund Whiteoak

Mutual Fund Whiteoak

Mutual Fund Whiteoak

In June 2017, Mr. Prashant Khemka established White Oak AMC, an investment management and advisory business, with the intention of creating a culture of investing that is both robust and performance-driven. White Oak, which has operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland, has seen the greatest inflows of foreign portfolio investments into India in the previous three years. As of March 31, 2022, White Oak Group firms had a total AUM of US$5.7 billion. Their worldwide clientele included endowments, pension plans, sovereign wealth funds, and investments in India made via a variety of various include personal and family offices. investment funds and managed accounts.

The following concepts guide the company's operations:

White Oak provides a robust performance-first approach that emphasizes effective risk management and a simple stock selection procedure.

The team intentionally steers clear of market timing, sector rotation, and other top-down macrobets, which result in little to no Do Not Give value, in order to keep a balanced portfolio that ensures alpha creation is captured by stock selection skills.

White Oak has sales and distribution hubs in Switzerland and the United Kingdom in addition to research teams located in Singapore and India. White Oak Capital was founded by Prashant Khemka, a former CIO of the Global Emerging Markets Equity and India Equity divisions of Goldman Sachs Asset Management.

Investing in Whiteoak Mutual Fund: A Guide

Investing in different shares of fixed income instruments is the main benefit of mutual fund investing. The White Oak Fund accepts investments in a number of ways, including:

1. The Offline Approach This is the conventional method of investing in mutual funds; to choose the appropriate scheme, the investor needs the assistance of sub-brokers, agents, and advisers. An offline mutual fund application is provided for the creation of a White Oak Portfolio.

The prerequisites for investing in a mutual fund scheme are as follows:

Your name should appear on the bank account, along with the IFSC and MICR codes.

- KYC Observance

- PAN card

2. Online Method: The majority of mutual fund firms allow you to invest in mutual funds online. Through WhiteOak Capital Mutual Fund's official website and application, you have the opportunity to invest. All that's left to accomplish is adhere to the guidelines below:

- KYC papers are required to finish the procedure.

- The supplied data will be examined and validated.

You may then make the order and purchase the money after that. Groww does, however, also provide White Oak Mutual Fund investments.

leading fund manager

1. Mr. Baranwal Piyush

Having managed a variety of fixed income funds in the Indian market for more than thirteen years, Mr. Baranwal is a seasoned fixed income practitioner. He graduated from S.P. Jain Institute of Management and Research with a PGDBM and a CFA in finance. He was employed as a fixed income dealer at BOI AXA, Principal PNB AMC (May 2008–January 2011), as well as Morgan Stanley Investment Management (January 2011–June 2014) prior to joining White Oak Capital Mutual Fund.

They handle a number of funds, including White Oak Capital Liquid Fund Direct-IDCW Daily Reinvestment as well as White Oak Capital Liquid Fund Direct-Growth.

Look more closely, please.

Moving forward, let's investigate these top 14 mutual fund plans.

Performance of the WhiteOak Capital Ultra Short Duration Fund Direct Growth Fund: The debt category of WhiteOak Capital Mutual Fund includes WhiteOak Capital Ultra Short Duration Fund.

Minimum Investment Amount: For both SIP and WhiteOak Capital Ultra Short Durability Fund, the minimum investment commitment is ₹500.

Performance of the WhiteOak Capital Ultra Duration Term Fund Direct Growth Fund: The debt group called WhiteOak Capital Mutual Fund includes the Ultra Duration Term Fund.

Minimum Investment investment: Regarding the WhiteOak Capital Ultra Durability Term Fund as well as SIP, the minimum lump sum investment is ₹500.

WhiteOak Capital Ultra Short Term Fund Direct Growth Fund Performance: This fund is part of the WhiteOak Capital Mutual Fund's debt category.

Minimum Investment Amount: For both SIP and WhiteOak Capital Ultra Short Term Funds, the minimum investment amount is ₹500.

WhiteOak Capital Liquid Fund Direct Growth Fund Performance: Over the last three and five years, the fund has returned around 4.95% and 4.98% annually. The debt category of WhiteOak Capital Mutual Fund includes WhiteOak Capital Liquid Fund.

Minimum Investment investment: For the WhiteOak Capital Liquid Fund as well as SIP, the minimum lump sum investment is ₹500.

Direct Growth Fund Performance for WhiteOak Capital Overnight Fund: WhiteOak Capital Overnight Fund is a debt fund inside WhiteOak Capital Mutual Fund.

Minimum Investment investment: Regarding the WhiteOak Capital Overnight Fund as well as SIP, the minimum lump sum investment is ₹500.

Direct Growth Fund Outcome for WhiteOak Capital Midcap Fund: The WhiteOak Capital Mid Cap Fund is a part of the WhiteOak Capital Mutual Fund's equity category.

Minimum amount to be invested:

For ItOak Capital Mid Cap Fund, the minimum lump payment investment is ₹500; for SIP, it is ₹100.

WhiteOak Capital Direct Growth Balanced Hybrid Fund

WhiteOak Capital Balanced Hybrid Fund performance WhiteOak Capital is a mutual fund that falls under the hybrid category.

The minimum investment amount is ₹100 for a SIP and ₹500 regarding the WhiteOak Capital Balanced Hybrid Fund.

Fund Performance for WhiteOak Capital Large Cap Fund: Direct Growth Fund WhiteOak Capital is a mutual fund that falls under the equities sector.

Minimum Investment Amount: In order the WhiteOak Capital Large Cap Fund, the bare minimum lump sum amount is ₹500; for the SIP, it is ₹100.

The Balanced Advantage Fund of WhiteOak Capital Performance of WhiteOak Capital Balanced Advantage Fund as a Direct Growth Fund WhiteOak Capital is a mutual fund that falls under the hybrid category.

The minimum investment amount is ₹100 for a SIP and ₹500 for the WhiteOak Capital Balanced Advantage Fund.

Direct Growth Fund Performance for WhiteOak Capital Large & Mid Cap Fund: This fund is part of the equity class of WhiteOak Capital mutual funds.

Minimum Investment Amount: With WhiteOak Capital Large & Mid Cap Fund, the minimum lump sum amount is ₹500; for SIP, it is ₹100.

Fund Performance for WhiteOak Capital Multi-Cap Fund: Direct Growth Fund WhiteOak Capital is a mutual fund that falls under the equities sector.

The minimum amount of investment for the WhiteOak Capital Multi Cap Fund is ₹500, whereas for the SIP it is ₹100.

Direct Growth Fund Performance for WhiteOak Capital Flexi Cap Fund: WhiteOak Capital Flexi Cap Fund is a part of the WhiteOak Capital Mutual Fund's equities category.

The minimum investment amount is ₹100 for a SIP as well as ₹500 for a lump sum investment in the WhiteOak Capital Flexi Cap Fund.

Direct Growth Fund for WhiteOak Capital Multi Asset Allocation Fund WhiteOak Capital Multi Asset Allocation Fund effectiveness WhiteOak Capital is a mutual fund that belongs to the hybrid category.

The minimum investment amount is ₹100 for a SIP as well as ₹500 for a lump sum contribution in the WhiteOak Capital Multi Asset Allocation Fund.

White Oak Capital ELSS Tax Saver Fund Direct Growth Fund Achievement: WhiteOak Capital Mutual Fund's ELSS Tax Saver Fund is categorized as an equity fund.

Minimum Investment investment: For the WhiteOak Capital ELSS Tax Saver Fund as well as SIP, the minimum lump sum investment is ₹500.

WhiteOak Mutual Fund FAQs

How can I begin an online SIP for Whitedack Mutual Fund?

Groww makes it simple to begin investing in WhiteOak Mutual Fund online. As an alternative, they may make an investment via the fund house's website. To invest in White Oak Mutual Funds, one may also utilize various websites or mobile apps.

How is the SIP for White Oak Mutual Fund Calculated?

The following considerations must be made in order to determine the White Oak Mutual Fund SIP:

1. The amount invested

2. Time of SIP

3. How many times you have previously received payments for your Whitecap Mutual Fund SIP, if any.

4. The anticipated interest rate

How Can WhiteOak Mutual Funds Be Redeemed?

To redeem White Oak Mutual Funds offline, go to the fund house that is closest to you and fill out an application. Alternatively, by logging in with the following number, an investor may visit the official website and redeem the investment. Additionally, customers may use any online site where they have invested to withdraw their WhiteOak Mutual Fund money.

How can I raise my White Oak Mutual Fund SIP amount?

Step-up or top-up SIP may be used to raise the WhiteOak Mutual Funds SIP amount. Few fund firms offered this feature in the past. Now that most of them do, however, provide it, it is advised to first confirm with the fund house if the facility is available, then use the step-up calculator to determine the SIP amount before making a choice. cool, Beans.

How can I cancel my online SIP for WhiteOak Mutual Fund?

Yes, you may cancel your SIP online at any moment by just submitting a request to do so. You may use the following number to log in to the WhiteOak Mutual Funds website and halt or cancel your SIP.

Speak with your agent or review the instructions on the website of the online investing platform where you made the transaction.