WhiteOak AIF or Alternative Investment Fund – Returns, Charges, Support & more
WhiteOak AIF offers investors access to specialised investment strategies beyond traditional mutual funds.
These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.
WhiteOak Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.
With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.
| Total AUM | Rs.5457.47 Cr. |
| Avg. 1 Year Return | 7.53% |
| Active Clients | 3295 |
| No. of Strategies | 4 |
| Minimum Investment | Rs.1 Crore |
| Experience | 2 Years |
WhiteOak AIF - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
WhiteOak Alternative Investment Funds Performance or Returns
1 Year
Nifty 50 - 1 Year
3 Year
Nifty 50 - 3 Year
5 Year
Nifty 50 - 5 Year
WhiteOak AIF Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by WhiteOak Alternative Investment Funds
Check out various strategies or Investment approaches provided by WhiteOak AIF.
| Strategy Name | India Equity Fund II | India Equity Fund V | India Equity Fund VI | Capital Equity Fund |
| Start Date | Thursday, March 7, 2019 | Friday, February 18, 2022 | Thursday, November 24, 2022 | Wednesday, February 5, 2025 |
| Category | CAT III – LONG ONLY | CAT III – LONG ONLY | CAT III – LONG ONLY | CAT III – LONG ONLY |
| Benchmark | S&P BSE 500 | BSE 200 | BSE 200 | BSE 200 |
| AUM (Rs.) | Rs. 593.50 Cr. | 1059 | 572 | 40 |
| No. of Stocks | Not Disclosed | Not Disclosed | Not Disclosed | Not Disclosed |
| 1 Yr. Return | 6.18% | 7.02% | 9.40% | NA |
| 3 Yr. Return | 11.24% | 11.56% | NA | NA |
| 5 Yr. Return | 20.68% | NA | NA | NA |
| Fund Manager | Not Disclosed | Not Disclosed | Not Disclosed | Details not available |
Top Fund Managers of WhiteOak AIF
#1
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Investment Facilities provide by WhiteOak Alternate Investment Funds
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
WhiteOak Alternative Investment Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
WhiteOak AIF Dashboard Link
Web Platform
WhiteOak AIF Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
WhiteOak Alternative Investment Funds - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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WhiteOak AIF - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with WhiteOak Alternate Funds
PMS Agreement
POA
Demat Account
PAN
Address Proof