WhiteOak Capital Mutual Fund

Q: How to Calculate WhiteOak Capital Mutual Fund SIP?

Use our WhiteOak Capital Mutual Fund SIP Calculator and WhiteOak Capital Mutual Fund Lumpsum Calculator to estimate your returns based on your investment amount, duration, and expected rate of return.

Scheme Name		Min. Invest	AUM (In Cr)
WhiteOak Capital Pharma and Healthcare Fund-Dir (G) Sectoral / Thematic \| Equity	23.25%	₹500	₹285.76	Invest
WhiteOak Capital Multi Asset Allocation-Dir (G) Multi Asset Allocation \| Hybrid	18.34%	₹500	₹1,289.01	Invest
WhiteOak Capital ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	13.31%	₹500	₹312.12	Invest
WhiteOak Capital Large Cap Fund - Direct (G) Large Cap Fund \| Equity	11.34%	₹500	₹698.13	Invest
WhiteOak Capital Balanced Advantage Fund - Dir (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	11.34%	₹500	₹1,327.52	Invest
WhiteOak Capital Banking & Financial Services Fund-Dir (G) Sectoral / Thematic \| Equity	11.29%	₹500	₹314.43	Invest
WhiteOak Capital Multi Cap Fund - Direct (G) Multi Cap Fund \| Equity	10.91%	₹500	₹1,480.98	Invest
WhiteOak Capital Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	10.43%	₹500	₹4,228.79	Invest
WhiteOak Capital Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund \| Equity	9.95%	₹500	₹1,493.62	Invest
WhiteOak Capital Balanced Hybrid Fund - Direct (G) Balanced Hybrid Fund \| Hybrid	9.36%	₹500	₹157.08	Invest
WhiteOak Capital Mid Cap Fund - Direct (G) Mid Cap Fund \| Equity	8.68%	₹500	₹2,657.43	Invest
WhiteOak Capital Ultra Short Duration Fund-Dir (G) Ultra Short Duration Fund \| Debt	7.48%	₹500	₹362.54	Invest
WhiteOak Capital Liquid Fund - Direct (G) Liquid Fund \| Debt	7.35%	₹500	₹332.62	Invest
WhiteOak Capital Arbitrage Fund - Direct (G) Arbitrage Fund \| Hybrid	3.38%	₹500	₹167.81	Invest
WhiteOak Capital Digital Bharat Fund - Direct (G) Sectoral / Thematic \| Equity	-5.86%	₹500	₹308.36	Invest
WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G) Sectoral / Thematic \| Equity	-5.01%	₹500	₹61.51	Invest
WhiteOak Capital Quality Equity Fund - Direct (G) Sectoral / Thematic \| Equity	-1.86%	₹500	₹277.08	Invest
WhiteOak Capital Special Opportunities Fund-Dir (G) Sectoral / Thematic \| Equity	12.31%	₹500	₹727.54	Invest

WhiteOak Capital Pharma and Healthcare Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

23.25%

Min. Invest

₹500

AUM

₹285.76 Cr

WhiteOak Capital Multi Asset Allocation-Dir (G)

Equity | Multi Asset Allocation

1Y returns

18.34%

Min. Invest

₹500

AUM

₹1,289.01 Cr

WhiteOak Capital ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

13.31%

Min. Invest

₹500

AUM

₹312.12 Cr

WhiteOak Capital Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

11.34%

Min. Invest

₹500

AUM

₹698.13 Cr

WhiteOak Capital Balanced Advantage Fund - Dir (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

11.34%

Min. Invest

₹500

AUM

₹1,327.52 Cr

WhiteOak Capital Banking & Financial Services Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

11.29%

Min. Invest

₹500

AUM

₹314.43 Cr

WhiteOak Capital Multi Cap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

10.91%

Min. Invest

₹500

AUM

₹1,480.98 Cr

WhiteOak Capital Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

10.43%

Min. Invest

₹500

AUM

₹4,228.79 Cr

WhiteOak Capital Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

9.95%

Min. Invest

₹500

AUM

₹1,493.62 Cr

WhiteOak Capital Balanced Hybrid Fund - Direct (G)

Equity | Balanced Hybrid Fund

1Y returns

9.36%

Min. Invest

₹500

AUM

₹157.08 Cr

WhiteOak Capital Mid Cap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

8.68%

Min. Invest

₹500

AUM

₹2,657.43 Cr

WhiteOak Capital Ultra Short Duration Fund-Dir (G)

Equity | Ultra Short Duration Fund

1Y returns

7.48%

Min. Invest

₹500

AUM

₹362.54 Cr

WhiteOak Capital Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.35%

Min. Invest

₹500

AUM

₹332.62 Cr

WhiteOak Capital Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

Min. Invest

₹500

AUM

₹167.81 Cr

WhiteOak Capital Digital Bharat Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹308.36 Cr

WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹61.51 Cr

WhiteOak Capital Quality Equity Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹277.08 Cr

WhiteOak Capital Special Opportunities Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹727.54 Cr

Top 10 WhiteOak Capital Mutual Fund

Scheme Name		Min. Invest	AUM (In Cr)
WhiteOak Capital Pharma and Healthcare Fund-Dir (G) Sectoral / Thematic \| Equity	23.25%	₹500	₹285.76
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 23.25%, 23.94%, and 23.94%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Multi Asset Allocation-Dir (G) Multi Asset Allocation \| Hybrid	18.34%	₹500	₹1,289.01
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 18.34%, 17.82%, and 17.82%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital ELSS Tax Saver Fund - Direct (G) ELSS \| Equity	13.31%	₹500	₹312.12
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.31%, 22.35%, and 22.35%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

WhiteOak Capital Large Cap Fund - Direct (G) Large Cap Fund \| Equity	11.34%	₹500	₹698.13
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.34%, 15.75%, and 15.75%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Balanced Advantage Fund - Dir (G) Dynamic Asset Allocation or Balanced Advantage \| Hybrid	11.34%	₹500	₹1,327.52
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.34%, 16.32%, and 16.32%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Banking & Financial Services Fund-Dir (G) Sectoral / Thematic \| Equity	11.29%	₹500	₹314.43
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.29%, 9.78%, and 9.78%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Multi Cap Fund - Direct (G) Multi Cap Fund \| Equity	10.91%	₹500	₹1,480.98
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.91%, 22.51%, and 22.51%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Flexi Cap Fund - Direct (G) Flexi Cap Fund \| Equity	10.43%	₹500	₹4,228.79
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.43%, 20.06%, and 20.06%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Large & Mid Cap Fund - Direct (G) Large & Mid Cap Fund \| Equity	9.95%	₹500	₹1,493.62
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.95%, 14.53%, and 14.53%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Balanced Hybrid Fund - Direct (G) Balanced Hybrid Fund \| Hybrid	9.36%	₹500	₹157.08
Fund Performance: Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.36%, 15.29%, and 15.29%, respectively. This fund is part of the Equity category. Minimum Investment Requirements: You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

Top 10 WhiteOak Capital Mutual Fund

WhiteOak Capital Pharma and Healthcare Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

23.25%

Min. Invest

₹500

AUM

₹285.76 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 23.25%, 23.94%, and 23.94%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Multi Asset Allocation-Dir (G)

Equity | Multi Asset Allocation

1Y returns

18.34%

Min. Invest

₹500

AUM

₹1,289.01 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 18.34%, 17.82%, and 17.82%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital ELSS Tax Saver Fund - Direct (G)

Equity | ELSS

1Y returns

13.31%

Min. Invest

₹500

AUM

₹312.12 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.31%, 22.35%, and 22.35%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

WhiteOak Capital Large Cap Fund - Direct (G)

Equity | Large Cap Fund

1Y returns

11.34%

Min. Invest

₹500

AUM

₹698.13 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.34%, 15.75%, and 15.75%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Balanced Advantage Fund - Dir (G)

Equity | Dynamic Asset Allocation or Balanced Advantage

1Y returns

11.34%

Min. Invest

₹500

AUM

₹1,327.52 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.34%, 16.32%, and 16.32%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Banking & Financial Services Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

11.29%

Min. Invest

₹500

AUM

₹314.43 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.29%, 9.78%, and 9.78%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Multi Cap Fund - Direct (G)

Equity | Multi Cap Fund

1Y returns

10.91%

Min. Invest

₹500

AUM

₹1,480.98 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.91%, 22.51%, and 22.51%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Flexi Cap Fund - Direct (G)

Equity | Flexi Cap Fund

1Y returns

10.43%

Min. Invest

₹500

AUM

₹4,228.79 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.43%, 20.06%, and 20.06%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Large & Mid Cap Fund - Direct (G)

Equity | Large & Mid Cap Fund

1Y returns

9.95%

Min. Invest

₹500

AUM

₹1,493.62 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.95%, 14.53%, and 14.53%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Balanced Hybrid Fund - Direct (G)

Equity | Balanced Hybrid Fund

1Y returns

9.36%

Min. Invest

₹500

AUM

₹157.08 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.36%, 15.29%, and 15.29%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Mid Cap Fund - Direct (G)

Equity | Mid Cap Fund

1Y returns

8.68%

Min. Invest

₹500

AUM

₹2,657.43 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.68%, 24.38%, and 24.38%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Ultra Short Duration Fund-Dir (G)

Equity | Ultra Short Duration Fund

1Y returns

7.48%

Min. Invest

₹500

AUM

₹362.54 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.48%, 6.53%, and 5.58%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

WhiteOak Capital Liquid Fund - Direct (G)

Equity | Liquid Fund

1Y returns

7.35%

Min. Invest

₹500

AUM

₹332.62 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.35%, 6.48%, and 5.16%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.

WhiteOak Capital Arbitrage Fund - Direct (G)

Equity | Arbitrage Fund

1Y returns

Min. Invest

₹500

AUM

₹167.81 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 3.38%, 3.38%, and 3.38%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Digital Bharat Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹308.36 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -5.86%, -5.86%, and -5.86%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital ESG Best-In-Class Strategy Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹61.51 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -5.01%, -5.01%, and -5.01%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Quality Equity Fund - Direct (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹277.08 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -1.86%, -1.86%, and -1.86%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

WhiteOak Capital Special Opportunities Fund-Dir (G)

Equity | Sectoral / Thematic

1Y returns

Min. Invest

₹500

AUM

₹727.54 Cr

Fund Performance:

Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 12.31%, 12.31%, and 12.31%, respectively. This fund is part of the Equity category.

Minimum Investment Requirements:

You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹100.

FAQ’s

How to Start WhiteOak Capital Mutual Fund SIP Online?

Log in or register on Torus Digital or the WhiteOak Capital Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.

How to Calculate WhiteOak Capital Mutual Fund SIP?

Use our WhiteOak Capital SIP Calculator and WhiteOak Capital Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.

How to Redeem WhiteOak Capital Mutual Fund?

Log in to your account on Torus Digital or the WhiteOak Capital Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.

How Much Time Does It Take to Redeem WhiteOak Capital Mutual Fund?

It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.

Why Should I Invest in WhiteOak Capital Mutual Fund?

WhiteOak Capital Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.