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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹389 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 ₹8.398 NAV as of Mar 11,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The WhiteOak Capital Digital Bharat Fund Growth AUM is ₹389 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 -15.05% returns, against a category average of -1.06% and a category best of 7.84%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-15.05-1.067.84
6M-18.802.0235.88
1Y-2.556.62103.15
3Y0.0014.47210.48

Portfolio Analysis

  • Equity: 93.06%
  • Debt: 6.94%
  • Others
As on: 2026-01-31
View allocation % by

1. Persistent Systems Limited5.92%
2. Tata Consultancy Services Limited4.07%
3. Infosys Limited3.76%
4. Tech Mahindra Limited3.57%
5. Cigniti Technologies Limited3.27%
6. LTIMindtree Limited3.24%
7. Intellect Design Arena Limited3.13%
8. TBO Tek Limited3.07%
9. Coforge Limited2.08%
10. Newgen Software Technologies Limited1.47%
11. Mastek Limited1.13%
12. Nucleus Software Exports Limited0.54%
13. CapitalNumbers Infotech Limited0.16%
14. KPIT Technologies Limited0.03%

1. Eternal Limited8.97%
2. Cartrade Tech Limited2.79%
3. Meesho Ltd1.43%
4. FSN E-Commerce Ventures Limited1.14%

1. Bharti Airtel Limited9.30%
2. Bharti Hexacom Limited1.81%

1. eClerx Services Limited2.96%
2. Firstsource Solutions Limited2.66%
3. Inventurus Knowledge Solutions Limited1.97%
4. Sagility Limited0.77%

1. Info Edge (India) Limited4.67%

1. PB Fintech Limited4.30%

1. Multi Commodity Exchange of India Limited2.69%

1. Latent View Analytics Limited2.09%
2. Tips Music Limited0.55%

1. Aditya Infotech Limited1.78%

1. Le Travenues Technology Ltd1.41%

1. Honasa Consumer Limited1.36%

1. MTAR Technologies Limited1.19%

1. Delhivery Limited1.15%

1. Lenskart Solutions Limited1.03%

About Fund

WhiteOak Capital Digital Bharat Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹389 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundHDFC Pharma and Healthcare Fund Growth01875.89 CR2.09
This FundHDFC Defence Fund Growth57793.88 CR1.81
This FundWhiteOak Capital Digital Bharat Fund Growth0389.01 CR2.39
This FundICICI Prudential PSU Equity Fund Growth01924.01 CR2.08
This FundNippon India Taiwan Equity Fund Growth3448.04 CR2.42
Fund Name1Y3Y
This FundHDFC Pharma and Healthcare Fund Growth16.8980
This FundHDFC Defence Fund Growth44.10160
This FundWhiteOak Capital Digital Bharat Fund Growth-2.54570
This FundICICI Prudential PSU Equity Fund Growth20.4846106.8053
This FundNippon India Taiwan Equity Fund Growth100.3482197.8348

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 : -15.05%
  • 6 Months : -18.80%
  • 1 Year : -2.55%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Digital Bharat Fund Growth are updated daily based on NAV of ₹ 8.398 as on Mar 11,2026. 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 ₹389 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