WhiteOak Capital Mutual Fund
Mr. Prashant Khemka founded White Oak AMC, an investment management and advisory firm, in June 2017 with the goal of creating a performance-driven organization with a strong investment culture. White Oak has received some of the greatest Foreign Portfolio Investment inflows into India over the previous three years, with operations in India, Singapore, Mauritius, the United Kingdom, and Switzerland. White Oak group entities have a combined AUM of Rs 8794.84 Cr (as of March 31, 2024), with a global client base that includes sovereign wealth funds, pension plans, endowments, individuals, and family offices investing in India through a combination of separately managed accounts and investment funds.
The company operates on the below-mentioned principles:
- White Oak offers a strong performance-first mentality that is centered on a straightforward stock selection process and sound risk management.
- The team keeps a balanced portfolio to guarantee that alpha production is captured by stock selection abilities while consciously eschewing market timing, sector rotation, and other top-down macro bets, which contribute little or no value.
White Oak has research teams in India and Singapore, as well as sales and distribution centers in Switzerland and the United Kingdom. Prashant Khemka, the former CIO of Goldman Sachs Asset Management's India Equity and Global Emerging Markets Equity businesses, launched White Oak Capital.
Key Information
- Mutual Fund Name
- WhiteOak Capital Mutual Fund
- AMC Setup Date
- Jul 3, 2018
- AMC
- WhiteOak Capital Asset Management Limited
- AMC Incorporatin Date
- April 21, 2017
- Sponsor Name
- GPL Finance and Investments Private Limited
- Trustee Organization
- WhiteOak Capital Trustee Limited
- Name of Trustees
- CIO
- Mr. Ramesh Mantri
- MD and CEO
- Mr. Aashish P Somaiyaa
- Compliance Officer
- Mr. Prannav Shah, Mr. Vikas Pandya
- Investor Service Officer
- Ms. Vasudha Shah
List of WhiteOak Capital Mutual Fund in India
Top Fund Managers
- Mr. Piyush Baranwal
Mr. Baranwal is a fixed income professional who has a great track record of managing various fixed income funds in the Indian market for over thirteen years. He earned a PGDBM in Finance and a CFA from the S.P.Jain Institute of Management and Research. Prior to joining White Oak Capital Mutual Fund, he worked as a Fixed Income Dealer with BOI AXA, Morgan Stanley Investment Management (Jan 2011-June 2014), and Principal Pnb AMC (May, 2008-Jan, 2011).
Some of the funds he manages are White Oak Capital Liquid Fund Direct-Growth, White Oak Capital Liquid Fund Direct-IDCW Daily Reinvestment, and more.