

WhiteOak Capital Equity Savings Fund Direct Growth
Moderately High Risk
Equity
NAV as of Mar 12, 2025
₹10.00
0%1D Change
Returns since inception
%p.a.
Moderately High Risk
Equity
NAV as of Mar 12, 2025
₹10.00
0%1D Change
Returns since inception
%p.a.

WhiteOak Capital Equity Savings Fund Direct Growth
Moderately High Risk|Equity
NAV as of Mar 12, 2025
₹10.00
0%1D
Returns since inception
%p.a.
Returns calculator
Investment Type
Monthly SIP
One-Time
₹
yrs
Total investment₹9.6 Lakhs
Returns₹0
Final Value₹0
Absolute ReturnNaN%
Fund overview
- RatingNo Rating
- Expense ratio-
- Exit Load0.25% within 7 days
- AUM (Fund size)₹0
- Lock-in periodNo Lock-in
- Age0 yrs since Mar 12, 2025
- Min. investmentSIP ₹100 & Lump. ₹500
- RiskModerately High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Peer Comparison
Overview
Returns
Risk Ratios
| Fund Name | AUM (In Crs.) | NAV | Risk | 
|---|---|---|---|
| UTI Transportation & Logi... | ₹ 3,968 Cr | ₹338.57  | -0.53% | Very High | 
| ICICI Prudential Commodit... | ₹ 3,059 Cr | ₹47.04  | -0.06% | Very High | 
| Kotak Pioneer Fund Direct... | ₹ 3,148 Cr | ₹35.63  | -0.59% | Very High | 
| Aditya Birla Sun Life Spe... | ₹ 825 Cr | ₹27.85  | -0.14% | Very High | 
NAV History - WhiteOak Capital Equity Savings Fund - Direct Plan - Growth
| FUND | WhiteOak Capital Equity Savings Fund - Direct Plan - Growth | 
|---|---|
| NAV (Mar 12, 2025) | ₹10.00 | 
| Class | Equity | Other | 
| Inception Date | Mar 12, 2025 | 
| Fund Manager | Piyush Baranwal, Ashish Agarwal, Bhavin Patadia, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak | 
| FUND | WhiteOak Capital Equity Savings Fund - Direct Plan - Growth | 
|---|---|
| Initial Price | ₹10 | 
| Min. Investment Amount | SIP ₹100 and Lump. ₹500 | 
| Exit Load | 0.25% within 7 days | 
| Returns | 1W | 1M | 3M | 6M | 1Y | 3Y | 
|---|---|---|---|---|---|---|
| WhiteOak Capital Equ... | null% | null% | null% | null% | null% | null% | 
About WhiteOak Capital Asset Management Limited
WhiteOak Capital Asset Management Limited Details
- No. of schemes19
- Total AUM₹0
- Address602B, 6th Floor,Indiabulls Finance Centre(IFC), 1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City, Mumbai
- Phone+91 180030003060
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years 
(as per historical returns)
--
Min investment of ₹100 required





