WhiteOak Capital Equity Savings Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

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
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
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 NameAUM (In Crs.)NAVRisk
Kotak Pioneer Fund Direct...₹ 3,023 Cr
35.54
| 0.34%
Very High
UTI Transportation & Logi...₹ 3,565 Cr
330.79
| 1.11%
Very High
ICICI Prudential Commodit...₹ 2,934 Cr
46.09
| -0.17%
Very High
Aditya Birla Sun Life Spe...₹ 801 Cr
26.62
| 0.04%
Very High

NAV History

FUND

WhiteOak Capital Equity Savings Fund Direct Growth

NAV (Mar 12, 2025)₹10.00
ClassEquity | Other
Inception DateMar 12, 2025
Fund ManagerPiyush Baranwal, Ashish Agarwal, Bhavin Patadia, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak

FUND

WhiteOak Capital Equity Savings Fund Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹100 and Lump. ₹500
Exit Load0.25% 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