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AllocationEquity Savings

WhiteOak Capital Equity Savings Fund Direct Growth

3Y Annualised

N/A

0.07% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.35%

0.07% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

NA

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹102.24 Cr

Min. SIP amount

₹1000

Min. Lumpsum amount

₹500

Exit load

0%

In respect of each purchase / switch-in of Units, an Exit Load of 0.25% is payable if Units are redeemed/ switched-out within 7 days from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 7 days from the date of allotment

Risk Profile

Moderate Risk

Fund Managers

About WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Equity Savings Fund Direct Growth is a Allocation mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2025-03-12. WhiteOak Capital Equity Savings Fund Direct Growth has ₹102.24 Cr worth of assets under management (AUM) as of Thu Jul 17 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Equity Savings Fund Direct Growth as of Wed Jul 16 2025 is ₹10.696. The fund has an expense ratio of 0.63%, which is medium comparable to most other Allocation funds.

WhiteOak Capital Equity Savings Fund Direct Growth returns for the last 1 year are NA%. Since launch, it has delivered 6.96% average annual returns.

The WhiteOak Capital Equity Savings Fund Direct Growth has the majority of its money invested in Financial Services, null, Communication Services, Technology sectors.

Top 5 Holdings of WhiteOak Capital Equity Savings Fund Direct Growth.

  1. HDFC Bank Ltd: 6.54%
  2. ICICI Bank Ltd: 4.76%
  3. Future on HDFC Bank Ltd: 4.00%
  4. State Bank of India: 3.54%
  5. Future on State Bank of India: 3.15%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2025-03-12
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City

Tax Implications of WhiteOak Capital Equity Savings Fund Direct Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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AUM

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