WhiteOak Capital celebrates 3-year anniversary of its maiden fun: WhiteOak Capital has today announced the 3-year anniversary of its maiden fund – WhiteOak Capital Flexi Cap Fund. Since its launch in August 2022, WhiteOak Capital Flexi Cap Fund has ₹5,574 crore in Assets Under Management (AUM) with 1.44 lakh unique investors across 28 states and 8 Union Territories. The fund has delivered strong performance over the past three years, compared to its Benchmark BSE 500 TR, leading the way with a Compound Annual Growth Rate (CAGR) of 19.6%. Over the past three years, the Flexi Cap Fund navigated diverse market conditions, including geopolitical tensions, macroeconomic challenges, sector rotations but continued delivering steady returns.
The WhiteOak Capital’s Flexi Cap fund has received investments from a diverse distribution base of 6,423 unique ARNs, reflecting the strong pan-India appeal of the fund house.
Over the 3-year period, the fund house – Whiteoak Capital AMC has expanded to offer 19 different schemes across equity, hybrid, multi-asset, and debt categories. As of July 31, 2025, the fund house manages over ₹24,000 crore in assets, with investors from across India and global markets. In addition to the flexi cap fund, three other equity funds including the Mid Cap Fund, ELSS Tax Saver Fund and Large Cap Fund are also set to complete three years in 2025. Since their launch in 2022, these funds have seen steady growth in assets and investor interest, highlighting increasing confidence in the fund house’s investment approach. The investment team consists of 50 members and covers a range of sectors including Auto sector (EV), Pharma (wellness), AI, Trending IPO segments (e.g., co-working space IPOs), Consumer and Consumer Tech, and Semi-conductors.
“Our journey as a mutual fund house is reflected in the Flexi Cap Fund’s growth and resilience. We are excited that other key funds, including Mid Cap, Large Cap, and Balanced Advantage Funds, will also soon complete their three-year performance milestones, underscoring our consistent investment approach and growing investor trust.” said Aashish Somaiyaa, CEO, WhiteOak Capital AMC.
Ramesh Mantri, Chief Investment Officer, WhiteOak Capital AMC said, “We now have all our funds in place, having launched each with just about a month’s gap between them. This means that every month, we complete a new track record, reinforcing our consistent performance. This success stems from our focused investment philosophy, built on high-quality stock selection, disciplined execution, and risk management. We remain committed to delivering long-term value to our investors by identifying scalable businesses with strong fundamentals.”
