WhiteOak Capital Equity Savings Fund Regular Growth
3Y Annualised
N/A
0.33% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.77%
0.33% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
NA
5 years 8 months
9 years 7 months
Fund info
Fund size
₹224.90 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
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
PGIM India Equity Savings Fund Direct Regular Payout Inc Dist cum Cap Wdrl
2nd
PGIM India Equity Savings Fund Direct Regular Reinvestment Inc Dist cum Cap Wdrl
3rd
Kotak Equity Savings Fund Direct Quarterly Reinvestment of Income Distribution cum Cap Wdrl
4th
Kotak Equity Savings Fund Direct Quarterly Payout of Income Distribution cum Cap Wdrl
5th
Kotak Equity Savings Fund Regular Quarterly Reinvestment of Income Distribution cum Cap Wdrl
169th
WhiteOak Capital Equity Savings Fund Regular Growth
Fund Managers
About WhiteOak Capital Equity Savings Fund Regular Growth
WhiteOak Capital Equity Savings Fund Regular 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 Regular Growth has ₹224.90 Cr worth of assets under management (AUM) as of Sat Mar 07 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Equity Savings Fund Regular Growth as of Fri Mar 06 2026 is ₹11.166. The fund has an expense ratio of 2.08%, which is medium comparable to most other Allocation funds.
WhiteOak Capital Equity Savings Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 11.97% average annual returns.
The WhiteOak Capital Equity Savings Fund Regular Growth has the majority of its money invested in null, Financial Services, Energy, Communication Services sectors.
Top 5 Holdings of WhiteOak Capital Equity Savings Fund Regular Growth.
- 6.28% Gs 2032: 6.33%
- HDFC Bank Ltd: 6.33%
- ICICI Bank Ltd: 4.43%
- Hdfc Bank Limited: 4.25%
- State Bank of India: 4.18%
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 Regular 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
