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)

₹504 Cr

Lock In Period

N/A

Expense Ratio

3.21

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(%)
1M4.990.787.16
6M12.502.9620.47
1Y-0.435.5211.14
3Y0.0016.2242.48

Portfolio Analysis

  • Equity: 80.21%
  • Debt: 19.79%
  • Others
As on: 2026-07-31
View allocation % by

1. Coforge Limited4.92%
2. Tata Consultancy Services Limited3.09%
3. Fractal Analytics Ltd2.64%
4. Oracle Financial Services Software Limited2.63%
5. HCL Technologies Limited2.28%
6. Billionbrains Garage Ventures Ltd2.02%
7. Intellect Design Arena Limited1.99%
8. TBO Tek Limited1.48%
9. Newgen Software Technologies Limited1.23%
10. Persistent Systems Limited1.13%
11. Mastek Limited0.91%
12. LTM Limited0.44%
13. Infosys Limited0.18%
14. Tech Mahindra Limited0.02%

1. Bharti Airtel Limited17.85%
2. Bharti Hexacom Limited1.65%

1. Eternal Limited7.31%
2. FSN E-Commerce Ventures Limited2.21%
3. Cartrade Tech Limited1.74%

1. Firstsource Solutions Limited3.24%
2. eClerx Services Limited3.15%
3. Sagility Limited2.68%
4. Inventurus Knowledge Solutions Limited0.79%

1. Info Edge (India) Limited4.02%

1. PB Fintech Limited4.01%

1. Honasa Consumer Limited1.82%

1. KRN Heat Exchanger And Refrigeration Limited1.59%

1. Latent View Analytics Limited0.98%
2. Tips Music Limited0.49%

1. Lenskart Solutions Limited1.25%
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About Fund WhiteOak Capital Digital Bharat Fund Growth

WhiteOak Capital Digital Bharat Fund Growth managed by WhiteOak Capital Mutual Fund,is a Technologyscheme with Assets Under Management of ₹504 Crore. The fund benchmarks its performance against the BSE TECk Total Return while maintaining an expense ratio of 3.21. 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 NameRatingsAUMExpense Ratio
Edelweiss Technology Fund Growth0768 CR2.38
Motilal Oswal Digital India Fund Growth0906 CR2.46
WhiteOak Capital Digital Bharat Fund Growth0504 CR3.21
SBI Technology Opportunities Fund Growth54,592 CR2
Franklin India Technology Fund Growth51,753 CR2.11
Fund Name1Y3Y
This FundEdelweiss Technology Fund Growth9.31270
This FundMotilal Oswal Digital India Fund Growth-2.97830
This FundWhiteOak Capital Digital Bharat Fund Growth-0.42960
This FundSBI Technology Opportunities Fund Growth-5.592534.2757
This FundFranklin India Technology Fund Growth-5.749338.2

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 3.21. 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 : 4.99%
  • 6 Months : 12.50%
  • 1 Year : -0.43%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Digital Bharat Fund Growth are updated daily based on NAV of ₹ 10.429 as on Aug 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 ₹504 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.