Investment goals are crucial since these indicate your purpose for investing in any asset. Therefore it is advisable to opt for an appropriate WhiteOak Mutual Fund scheme that aligns with your investment goals.

Hence, you need to ensure you select the mutual fund schemes that are based on your expected returns and financial goals and are not according to any changing market trends.

You must remember that there are risks associated with any mutual fund. Hence, you should analyse your risk appetite before investing in any mutual fund from the WhiteOak AMC. Depending on whether you have a low, moderate or high-risk appetite, your ideal choice will be debt funds, hybrid funds or equity funds, respectively.

The expense ratio is the charge that you are required to pay as an investor to the fund house for managing your funds. This fee covers the charges for management, tracking performances, administration, distribution, etc. Whiteoak Mutual Funds' expense ratio ranges from 0.2% onwards across various schemes.

Once you have decided to invest in a WhiteOak mutual fund, you should study the skills and expertise of the fund managers associated with the investment. A skilled fund manager knows how to balance risks and returns and can ensure that the fund’s objectives are met. 

You can also go through the contribution of Piyush Baranwal in the past performances of WhiteOak Mutual Funds, which is managing 9 funds of WhiteOak AMC.

You should opt for the mutual fund schemes that have been offering consistent returns over the past years. Check the performance over 3 to 5 years and compare that to the benchmark to make an informed decision. 

You can use the INDmoney WhiteOak Mutual Fund SIP Calculator and Lumpsum Calculator to check if the expected returns align with your investment goals and financial requirements.

When you know the AUM or the Asset Under Management of WhiteOak AMC, you can get an idea of how much funds the AMC is currently managing. The bigger the AUM is, the more popular it is among investors. As of March 2024, the AUM of WhiteOak Mutual Fund is managing Rs. 9,118.2 Crore.

Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).

Once you create your account, search for ‘WhiteOak Mutual Fund’ or open the ‘Mutual Fund’ section.

Choose any WhiteOak Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.

You can choose to set up SIP in any WhiteOak Mutual Fund or even invest as a lump sum. Once you are on the individual WhiteOak Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan. 

Choose the amount that you want to invest as SIP or LumpSum. 

Set up payments. If you choose to set up SIP in any WhiteOak Mutual Fund, you can do a free automatic pay set-up via bank mandate or UPI. If you choose to invest in a lump sum (one-time) then you can pay via UPI, net banking, NEFT or RTGS.