A Fund You Likely Haven't Heard Of - Here's Why WhiteOak MF's Performance Demands Your Attention.

Highest one-year return among multi-asset funds in India (March 2025)

In the bustling arena of Indian mutual funds, a relatively new name has been quietly going under the radar: WhiteOak Mutual Fund. The moniker itself, 'White Oak,' is intriguing. While the specific origin story isn't widely publicized, the name evokes a sense of strength, stability, and perhaps a fresh, clear perspective – qualities one hopes for in an investment management firm.

About AMC

Behind WhiteOak AMC (Asset Management Company) is Mr. Prashant Khemka, a seasoned investment professional who founded the firm in June 2017. His vision was to build a performance-driven organization anchored by a robust investment culture. This focus seems to be resonating, as WhiteOak has attracted significant Foreign Portfolio Investment inflows into India over the past three years, establishing its presence across India, Singapore, Mauritius, the United Kingdom, and Switzerland. Impressively, the WhiteOak group entities manage a combined Assets Under Management (AUM) of ₹8794.84 Crore as of March 31, 2024, catering to a global clientele spanning sovereign wealth funds, pension plans, endowments, individuals, and family offices.

What's particularly catching the eye of investors now is the early performance of WhiteOak Mutual Fund's schemes. While many of their funds were launched post-2022, making long-term track records unavailable, the one-year returns as of March 2025 paint a compelling picture. It's akin to a fresh new contender stepping into the ring and showing some serious prowess.

Performance