WhiteOak Capital Equity Savings Fund Direct Growth - Regular - Latest NAV [ ₹11.531 ], Returns, Performance, Portfolio & Returns 2026

WhiteOak Capital Equity Savings Fund Direct Growth

Moderately High Risk

Equity

NAV as of Mar 12, 2025

10.00

0%1D Change

3Y returns

%

Moderately High Risk

Equity

NAV as of Mar 12, 2025

10.00

0%1D Change

3Y returns

%

WhiteOak Capital Equity Savings Fund Direct Growth

Moderately High Risk|Equity
NAV as of Mar 12, 2025

10.00

0%1D

3Y returns

%

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
  • Age1 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
DSP Natural Resources & N...₹ 2,457 Cr
121.33
| -0.54%
Very High
Aditya Birla Sun Life Man...₹ 1,198 Cr
40.98
| 0.34%
Very High
ICICI Prudential Commodit...₹ 3,999 Cr
51.71
| -0.12%
Very High
Aditya Birla Sun Life Spe...₹ 1,073 Cr
30.19
| 0.47%
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
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 Plan - 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%

Frequently Asked Questions

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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
5,000
Duration
1Year
Estimated value after 1 year

(as per historical returns)

--
Min investment of ₹100 required

Investment Adviser Details

Complete Name
Clearsharp Technology Private Limited
Trade Name
Black
Registration No.
INA000020439 (Perpetual)
BSE Enlistment No.
24058
CIN
U72200DL2011PTC218497
Type
Non-Individual
Registered Address
Ground Floor, Block 2a, AMR Tech Park, Hosur Main Road, Bangalore, Bengaluru Urban, Karnataka, 560068
SEBI Regional Office Address
2nd Floor, Jeevan Mangal Building, No. 4, Residency Road, Bengaluru - 560025, Karnataka.

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Officer Contact Details
Principal Officer
Adithya V V
Compliance Officer
Ashish Jaishwal
Grievance Officer
Adithya V V

Disclaimer: Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

© 2026 Clearsharp Technology Private Limited. CIN: U72200DL2011PTC218497