Whiteoak Capital Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Equity Saving Growth Direct Plan

NAV
₹10.3470
-0.31%
(25 Apr)
AUM
35 Cr
TER
0.62%
Risk
Moderate Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+9.7%
+8.8%
+8.2%
+7.2%
+6.7%
NA
3Y
+12.8%
+12.0%
+12.0%
+12.0%
+9.2%
NA
5Y
+16.6%
+14.3%
+14.0%
+15.7%
+12.1%
NA
ALL
+10.1%
+10.2%
+10.2%
+9.8%
+7.9%
+3.5%
VOL
6.0%
6.0%
5.7%
6.4%
-
6.2%
TER
0.8%
0.4%
0.7%
0.6%
-
0.6%
AUM
₹976 Cr
₹668 Cr
₹8,043 Cr
₹624 Cr
-
₹35 Cr
INFO
1.70
1.70
1.78
1.53
-
0.56
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Equity Saving (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
40.5%
7.1% Govt Stock 2034
11.9%
Net Receivables / (Payables)
5.7%
ICICI Bank Ltd
4.8%
182 DTB 12062025
4.3%
HDFC Bank Ltd
3.8%
Tata Consultancy Services Ltd
3.8%
Reliance Industries Ltd
3.6%
Clearing Corporation Of India Ltd
3.4%
Future on Reliance Industries Ltd
3.0%
Top industry exposure
Financial Services
18.2%
Basic Materials
10.3%
Technology
8.8%
Communication Services
7.5%
Energy
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Piyush Baranwal
Ashish Agarwal
Bhavin Patadia
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak

FAQs