WhiteOak Capital Quality Equity Fund Direct Growth
3Y Annualised
N/A
-1.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-8.74%
-1.53% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
-68 years -8 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹615.20 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 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 Quality Equity Fund Direct Growth
WhiteOak Capital Quality Equity Fund Direct Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2025-01-29. WhiteOak Capital Quality Equity Fund Direct Growth has ₹615.20 Cr worth of assets under management (AUM) as of Tue Mar 17 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Quality Equity Fund Direct Growth as of Mon Mar 16 2026 is ₹9.456. The fund has an expense ratio of 0.7%, which is medium comparable to most other Equity funds.
WhiteOak Capital Quality Equity Fund Direct Growth returns for the last 1 year are -1.02%. Since launch, it has delivered -5.22% average annual returns.
The WhiteOak Capital Quality Equity Fund Direct Growth has the majority of its money invested in Consumer Defensive, Financial Services, Consumer Cyclical, Healthcare, Real Estate, Communication Services sectors.
Top 5 Holdings of WhiteOak Capital Quality Equity Fund Direct Growth.
- Nestle India Ltd: 5.09%
- ICICI Bank Ltd: 5.02%
- Mahindra & Mahindra Ltd: 4.01%
- HDFC Bank Ltd: 3.83%
- Titan Co Ltd: 3.40%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2025-01-29 |
| 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 Quality Equity Fund Direct 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
