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WhiteOak AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by WhiteOak AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The WhiteOak Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, WhiteOak Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

WhiteOak AIF - Business Summary

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

Compounded Annual Returns of WhiteOak Alternative Investment Fund

1 Year

7.53%

Nifty 50 - 1 Year

9.02%

3 Year

11.40%

Nifty 50 - 3 Year

27.34%

5 Year

20.68%

Nifty 50 - 5 Year

22.60%

WhiteOak AIF Charges or Fees

Fixed Fees

2.0% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


WhiteOak AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Whiteoak Capital Equity Fund AIF Strategy
Rs.40 Cr.
NA
Whiteoak India Equity Fund Ii AIF Strategy
Rs.593.5 Cr.
6.18%
Whiteoak India Equity Fund V AIF Strategy
Rs.1059 Cr.
7.02%
Whiteoak India Equity Fund Vi AIF Strategy
Rs.572 Cr.
9.40%

Top Fund Managers of WhiteOak Alternative Investment

#1

Not Disclosed

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Investment Solutions offered by WhiteOak Investment Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1.15% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by WhiteOak Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

WhiteOak AIF Dashboard or Backoffice Platform

Web Platform


WhiteOak Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in WhiteOak AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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WhiteOak Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000005190

Contact Person

Bhavit Kirit Visaria

Email ID

savi@2point2capital.com

Telephone No.

022-6940-2357

Address

D-907, Oberoi Splendor, Opp. Majas Depot,, J.V. Link Road, Andheri East, MUMBAI, MAHARASHTRA, 400060

Starting Date

Jun 30, 2016

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