WhiteOak Capital Banking & Financial Services Fund Regular Growth
3Y Annualised
N/A
-2.22% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-10.33%
-2.22% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 9 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹582.95 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About WhiteOak Capital Banking & Financial Services Fund Regular Growth
WhiteOak Capital Banking & Financial Services Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2024-02-06. WhiteOak Capital Banking & Financial Services Fund Regular Growth has ₹582.95 Cr worth of assets under management (AUM) as of Sun Mar 15 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Banking & Financial Services Fund Regular Growth as of Fri Mar 13 2026 is ₹11.785. The fund has an expense ratio of 2.36%, which is medium comparable to most other Equity funds.
WhiteOak Capital Banking & Financial Services Fund Regular Growth returns for the last 1 year are 10.75%. Since launch, it has delivered 8.15% average annual returns.
The WhiteOak Capital Banking & Financial Services Fund Regular Growth has the majority of its money invested in Financial Services, null sectors.
Top 5 Holdings of WhiteOak Capital Banking & Financial Services Fund Regular Growth.
- HDFC Bank Ltd: 12.35%
- ICICI Bank Ltd: 10.98%
- Kotak Mahindra Bank Ltd: 8.19%
- State Bank of India: 6.49%
- Axis Bank Ltd: 5.65%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2024-02-06 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Banking & Financial Services Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
