WhiteOak Capital Equity Savings Fund - Direct - Growth
A Hybrid Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
13.95%
Expense Ratio
0.65%
as of 01/02/2026
AUM
₹11.47 Cr
Qtr End: Dec 25
NAV
₹11.387
as of 02/03/2026
1Y Returns (CAGR)
13.95%
Expense Ratio
0.65%
as of 01/02/2026
AUM
₹11.47 Cr
Qtr End: Dec 25
NAV
₹11.387
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹11.4k
Abs. Returns13.9%
Growth of ₹10.0k
Loading Chart...
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.12% | 0.49% | 3.52% |
| 6M | 4.10% | 8.36% | 2.99% |
| 1Y | 13.95% | 13.95% | 3.65% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/02/2025
- Fund Age
- 1 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 | 12.72% | 0.61% | ₹376.66 |
| Mirae Asset Equity Savings Fund - Direct - Growth | 13.15% | 0.34% | ₹862.28 |
| LIC MF Equity Savings Fund - Direct - Growth | - | 1.34% | ₹10.77 |
| Aditya Birla Sun Life Equity Savings Fund - Direct - Growth | 10.87% | 0.54% | ₹440.94 |
| Sundaram Equity Savings Fund - Direct - Growth | 13.52% | 0.72% | ₹176.98 |
| DSP Equity Savings Fund - Direct - Growth | 11.31% | 0.65% | ₹1,934.12 |
| Baroda BNP Paribas Equity Savings Fund - Direct - Growth | 11.52% | 1.40% | ₹38.01 |