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)
NA
4 years 4 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
2nd
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
3rd
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
4th
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
5th
Edelweiss Equity Savings Fund Direct Bonus
54th
WhiteOak Capital Equity Savings Fund Direct Growth
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.
- HDFC Bank Ltd: 6.54%
- ICICI Bank Ltd: 4.76%
- Future on HDFC Bank Ltd: 4.00%
- State Bank of India: 3.54%
- Future on State Bank of India: 3.15%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2025-03-12 |
| 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 Equity Savings Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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How to Redeem WhiteOak Capital Equity Savings Fund Direct Growth?
Can I invest in SIP and a Lump Sum of WhiteOak Capital Equity Savings Fund Direct Growth?
