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EquityEquity - Other

WhiteOak Capital Quality Equity Fund Regular Growth

3Y Annualised

N/A

-0.44% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.29%

-0.44% 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 7 months

FD

9 years 7 months

Fund info

Fund size

₹543.09 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

Fund Managers

About WhiteOak Capital Quality Equity Fund Regular Growth

WhiteOak Capital Quality Equity Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 0 years, having been launched on 2025-01-29. WhiteOak Capital Quality Equity Fund Regular Growth has ₹543.09 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Quality Equity Fund Regular Growth as of Fri Jul 18 2025 is ₹10.56. The fund has an expense ratio of 2.33%, which is medium comparable to most other Equity funds.

WhiteOak Capital Quality Equity Fund Regular Growth returns for the last 1 year are NA%. Since launch, it has delivered 5.60% average annual returns.

The WhiteOak Capital Quality Equity Fund Regular Growth has the majority of its money invested in Technology, Financial Services, Communication Services, Consumer Cyclical, Real Estate sectors.

Top 5 Holdings of WhiteOak Capital Quality Equity Fund Regular Growth.

  1. Tata Consultancy Services Ltd: 4.68%
  2. ICICI Bank Ltd: 4.43%
  3. Bharti Airtel Ltd: 3.84%
  4. HDFC Bank Ltd: 3.74%
  5. Mahindra & Mahindra Ltd: 3.63%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2025-01-29
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 Quality Equity Fund Regular Growth

Short Term Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

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