WhiteOak Capital Equity Savings Fund - Direct - Growth
A Hybrid Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
7.59%
Expense Ratio
0.87%
as of 01/05/2026
AUM
₹20.42 Cr
Qtr End: Mar 26
NAV
₹11.389
as of 03/06/2026
1Y Returns (CAGR)
7.59%
Expense Ratio
0.87%
as of 01/05/2026
AUM
₹20.42 Cr
Qtr End: Mar 26
NAV
₹11.389
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.51% | 2.06% | 5.43% |
| 6M | -0.04% | -0.07% | 4.67% |
| 1Y | 7.59% | 7.59% | 3.87% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/02/2025
- Fund Age
- 1.2 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Edelweiss Equity Savings Fund - Direct - Growth | 11.31% | 0.55% | ₹455.42 |
| Mirae Asset Equity Savings Fund - Direct - Growth | 10.47% | 0.36% | ₹898.88 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - Growth | 8.32% | 0.53% | ₹495.51 |
| HSBC Equity Savings Fund - Direct - Growth | 13.64% | 0.67% | ₹247.44 |
| Kotak Equity Savings Fund - Direct - Growth | 10.71% | 0.69% | ₹3,507.55 |
| Mahindra Manulife Equity Savings Fund - Direct - Growth | 10.15% | 0.81% | ₹14.42 |
| LIC MF Equity Savings Fund - Direct - Growth | - | 1.28% | ₹13.58 |