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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹364 Cr

Lock In Period

N/A

Expense Ratio

2.39

Benchmark

BSE TECk Total Return

Exit Load

In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Summary

Latest details for WhiteOak Capital Digital Bharat Fund Growth include a ₹9.018 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital Digital Bharat Fund Growth AUM is ₹364 Cr, with a lock-in of N/A years, expense ratio of 2.39%, and benchmark BSE TECk Total Return. Exit load is - In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment.No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.. In the growth review for 1M Month/Year, the fund recorded 9.45% returns, against a category average of 1.33% and a category best of 23.39%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.451.3323.39
6M-12.411.7895.07
1Y-0.015.76265.59
3Y0.0014.02335.86

Portfolio Analysis

  • Equity: 81.78%
  • Debt: 17.89%
  • Others
As on: 2026-03-31
View allocation % by

1. Tata Consultancy Services Limited3.96%
2. Cigniti Technologies Limited2.67%
3. Intellect Design Arena Limited2.48%
4. Tech Mahindra Limited2.34%
5. Coforge Limited2.20%
6. TBO Tek Limited2.09%
7. Newgen Software Technologies Limited1.23%
8. Mastek Limited0.90%
9. Nucleus Software Exports Limited0.52%
10. KPIT Technologies Limited0.36%
11. CapitalNumbers Infotech Limited0.16%
12. Persistent Systems Limited0.04%
13. Infosys Limited0.03%
14. LTIMindtree Limited0.02%

1. Eternal Limited9.60%
2. FSN E-Commerce Ventures Limited3.45%
3. Cartrade Tech Limited2.53%
4. Meesho Ltd2.14%

1. Bharti Airtel Limited12.83%
2. Bharti Hexacom Limited2.14%

1. Inventurus Knowledge Solutions Limited2.53%
2. Firstsource Solutions Limited2.30%
3. eClerx Services Limited2.29%

1. PB Fintech Limited5.04%

1. Info Edge (India) Limited4.37%

1. Latent View Analytics Limited1.72%
2. Tips Music Limited0.60%

1. Aditya Infotech Limited2.09%

1. Honasa Consumer Limited2.06%

1. Delhivery Limited1.37%

1. Lenskart Solutions Limited1.37%

1. Le Travenues Technology Ltd1.20%

About Fund

WhiteOak Capital Digital Bharat Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹364 Crore. The fund benchmarks its performance against the BSE TECk Total Return while maintaining an expense ratio of 2.39. 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
This FundMotilal Oswal Services Fund Growth096.53 CR2.36
This FundMahindra Manulife Business Cycle Fund Growth01176.92 CR2.14
This FundWhiteOak Capital Digital Bharat Fund Growth0363.91 CR2.39
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundMotilal Oswal Services Fund Growth00
This FundMahindra Manulife Business Cycle Fund Growth10.67730
This FundWhiteOak Capital Digital Bharat Fund Growth-0.01090
This FundICICI Prudential PSU Equity Fund Growth10.7949112.0188
This FundNippon India Taiwan Equity Fund Growth260.5585318.1066

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 2.39. 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 : 9.45%
  • 6 Months : -12.41%
  • 1 Year : -0.01%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Digital Bharat Fund Growth are updated daily based on NAV of ₹ 9.018 as on Apr 22,2026. 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 ₹364 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.
Min Inv Amount: ₹500