WhiteOak Capital Digital Bharat Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Digital Bharat Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

428 Cr

Lock In Period

N/A

Expense Ratio

3.37

Exit Load

Nil

Benchmark

BSE TECk Total Return

WhiteOak Capital Digital Bharat Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.36-0.578.95
6M-2.972.1959.85
1Y-2.523.80121.85
3Y0.0012.37233.50

Portfolio Analysis

  • Equity: 80.45%
  • Debt: 18.42%
  • Others
As on: 2026-06-30
View allocation % by

1. Coforge Limited4.04%
2. Tata Consultancy Services Limited3.13%
3. TBO Tek Limited2.46%
4. Oracle Financial Services Software Limited2.43%
5. Intellect Design Arena Limited2.34%
6. Billionbrains Garage Ventures Ltd2.25%
7. Newgen Software Technologies Limited1.23%
8. Mastek Limited0.91%
9. Nucleus Software Exports Limited0.47%
10. Persistent Systems Limited0.28%
11. KPIT Technologies Limited0.06%
12. Infosys Limited0.04%
13. Tech Mahindra Limited0.02%
14. LTM Limited0.00%

1. Eternal Limited9.25%
2. Cartrade Tech Limited3.51%
3. FSN E-Commerce Ventures Limited2.43%
4. Meesho Ltd0.72%

1. Bharti Airtel Limited12.12%
2. Bharti Hexacom Limited1.79%

1. Firstsource Solutions Limited2.18%
2. eClerx Services Limited2.05%
3. Inventurus Knowledge Solutions Limited0.85%
4. Sagility Limited0.70%

1. PB Fintech Limited5.42%

1. Info Edge (India) Limited3.51%

1. Lenskart Solutions Limited2.95%

1. Latent View Analytics Limited1.58%
2. Tips Music Limited1.32%

1. Honasa Consumer Limited2.81%

1. KRN Heat Exchanger And Refrigeration Limited2.00%

1. Aditya Infotech Limited1.71%

1. Onemi Technology Solutions Limited0.95%
2. Computer Age Management Services Limited0.58%

1. Delhivery Limited1.02%

About Fund WhiteOak Capital Digital Bharat Fund Growth

WhiteOak Capital Digital Bharat Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹428 Crore. The fund benchmarks its performance against the BSE TECk Total Return while maintaining an expense ratio of 3.37. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ramesh Mantri

Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.

Peer Comparison

Fund Name1Y3Y
This FundUTI Quant Fund Growth-2.38760
This FundWhiteOak Capital Pharma and Healthcare Fund Growth17.67590
This FundWhiteOak Capital Digital Bharat Fund Growth-2.52210
This FundHDFC Defence Fund Growth21.0594173.0672
This FundNippon India Taiwan Equity Fund Growth118.832219.9787

WhiteOak Capital Digital Bharat Fund Growth FAQs

WhiteOak Capital Digital Bharat Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Digital Bharat Fund Growth is 3.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Digital Bharat Fund Growth’s fund performance is as follows:
  • 1 Month : 6.36%
  • 6 Months : -2.97%
  • 1 Year : -2.52%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Digital Bharat Fund Growth are updated daily based on NAV of ₹ 9.933 as on Jul 20,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Digital Bharat Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Digital Bharat Fund Growth is ₹428 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Digital Bharat Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.