WhiteOak Capital Equity Savings Fund Direct Growth
3Y Annualised
N/A
0.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.37%
0.15% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
8 years
7 years 8 months
9 years 7 months
Fund info
Fund size
₹289.59 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹500
Exit load
0%
NIL
Risk Profile
Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Savings Direct Plan Quarterly Reinvestment of Income Distribution cum Cap Wrdl
2nd
HSBC Equity Savings Direct Plan Quarterly Payout of Income Distribution cum Cap Wrdl
3rd
HSBC Equity Savings Direct Plan Growth Plan
4th
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
5th
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
77th
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 1 years, having been launched on 2025-03-12. WhiteOak Capital Equity Savings Fund Direct Growth has ₹289.59 Cr worth of assets under management (AUM) as of Thu Jun 25 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Equity Savings Fund Direct Growth as of Wed Jun 24 2026 is ₹11.552. The fund has an expense ratio of 0.74%, which is medium comparable to most other Allocation funds.
WhiteOak Capital Equity Savings Fund Direct Growth returns for the last 1 year are 9.01%. Since launch, it has delivered 11.89% average annual returns.
The WhiteOak Capital Equity Savings Fund Direct Growth has the majority of its money invested in Financial Services, null, Communication Services, Consumer Cyclical sectors.
Top 5 Holdings of WhiteOak Capital Equity Savings Fund Direct Growth.
- ICICI Bank Ltd: 6.65%
- HDFC Bank Ltd: 6.42%
- Future on HDFC Bank Ltd: 4.97%
- 6.28% Govt Stock 2032: 4.85%
- Future on ICICI Bank Ltd: 4.82%
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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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
