WhiteOak Capital Equity Savings Fund - Direct - Growth
Hybrid Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
8.66%
Expense Ratio
1.55%
as of 01/07/2026
AUM
₹18.09 Cr
Qtr End: Jun 26
NAV
₹11.719
as of 17/07/2026
1Y Returns (CAGR)
8.66%
Expense Ratio
1.55%
as of 01/07/2026
AUM
₹18.09 Cr
Qtr End: Jun 26
NAV
₹11.719
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.65% | 11.05% | 2.85% |
| 6M | 2.70% | 5.47% | 4.66% |
| 1Y | 8.66% | 8.66% | 3.83% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/02/2025
- Fund Age
- 1.4 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Equity Savings (Hybrid Scheme)
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