WhiteOak Capital Digital Bharat Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹521 Cr

Lock In Period

N/A

Expense Ratio

3.28

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(%)
1M-9.71-1.092.53
6M13.043.8934.26
1Y-5.313.896.26
3Y0.0013.9025.54

Portfolio Analysis

  • Equity: 87.57%
  • Debt: 12.43%
  • Others
As on: 2026-08-31
View allocation % by

1. Coforge Limited5.49%
2. Infosys Limited4.10%
3. Persistent Systems Limited3.57%
4. Tata Consultancy Services Limited3.04%
5. Oracle Financial Services Software Limited2.85%
6. Fractal Analytics Ltd2.68%
7. HCL Technologies Limited2.15%
8. Intellect Design Arena Limited1.83%
9. Billionbrains Garage Ventures Ltd1.73%
10. TBO Tek Limited1.63%
11. Newgen Software Technologies Limited1.13%
12. Mastek Limited0.82%
13. LTM Limited0.45%
14. Tech Mahindra Limited0.02%

1. Bharti Airtel Limited16.73%
2. Bharti Hexacom Limited1.53%

1. Eternal Limited7.60%
2. FSN E-Commerce Ventures Limited2.24%
3. Cartrade Tech Limited1.86%

1. eClerx Services Limited3.27%
2. Sagility Limited2.81%
3. Firstsource Solutions Limited2.75%
4. Inventurus Knowledge Solutions Limited0.72%

1. PB Fintech Limited4.81%

1. Info Edge (India) Limited4.16%

1. KRN Heat Exchanger And Refrigeration Limited2.04%

1. Lenskart Solutions Limited2.02%

1. Honasa Consumer Limited1.89%

1. Latent View Analytics Limited0.81%
2. Tips Music Limited0.46%
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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 ₹521 Crore. The fund benchmarks its performance against the BSE TECk Total Return while maintaining an expense ratio of 3.28. 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 Growth0810 CR2.35
Kotak Technology Fund Growth0532 CR2.54
WhiteOak Capital Digital Bharat Fund Growth0520 CR3.28
SBI Technology Opportunities Fund Growth54,487 CR1.99
Franklin India Technology Fund Growth51,759 CR2.13
Fund Name1Y3Y
This FundEdelweiss Technology Fund Growth4.53080
This FundKotak Technology Fund Growth-9.3240
This FundWhiteOak Capital Digital Bharat Fund Growth-5.30830
This FundSBI Technology Opportunities Fund Growth-9.411420.9082
This FundFranklin India Technology Fund Growth-11.506621.7674

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 3.28. 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 : -9.71%
  • 6 Months : 13.04%
  • 1 Year : -5.31%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Digital Bharat Fund Growth are updated daily based on NAV of ₹ 9.49 as on Oct 01,2026. 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 ₹521 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.
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