WhiteOak Capital Equity Savings Fund - Direct - Growth
Hybrid Schemes by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
8.09%
Expense Ratio
1.57%
as of 01/08/2026
AUM
₹18.09 Cr
Qtr End: Jun 26
NAV
₹11.833
as of 02/09/2026
1Y Returns (CAGR)
8.09%
Expense Ratio
1.57%
as of 01/08/2026
AUM
₹18.09 Cr
Qtr End: Jun 26
NAV
₹11.833
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 3.70% | 15.63% | 2.76% |
| 6M | 4.43% | 9.06% | 4.28% |
| 1Y | 8.09% | 8.09% | 3.79% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/02/2025
- Fund Age
- 1.5 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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