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WhiteOak Capital Equity Savings Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Equity Savings Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹273 Cr

Lock In Period

N/A

Expense Ratio

3.02

Exit Load

Nil

Benchmark

Nifty Equity Savings Total Return

WhiteOak Capital Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.600.01126.76
6M1.841.87126.76
1Y7.943.94126.76
3Y0.0011.78126.76

Portfolio Analysis

  • Equity: 66.59%
  • Debt: 23.54%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited7.42%
2. HDFC Bank Limited5.98%
3. Bandhan Bank Limited2.12%
4. Kotak Mahindra Bank Limited1.67%
5. Axis Bank Limited1.58%
6. AU Small Finance Bank Limited1.29%
7. The Federal Bank Limited0.39%
8. IndusInd Bank Limited0.09%
9. City Union Bank Limited0.08%
10. Karur Vysya Bank Limited0.06%

1. Vodafone Idea Limited4.24%
2. Bharti Airtel Limited2.85%

1. Maruti Suzuki India Limited3.80%
2. Mahindra & Mahindra Limited1.31%

1. SBI Life Insurance Company Limited1.87%
2. HDFC Life Insurance Company Limited1.07%
3. ICICI Prudential Life Insurance Company Limited0.13%

1. Coforge Limited1.64%
2. Mphasis Limited0.28%
3. Tech Mahindra Limited0.19%
4. Persistent Systems Limited0.17%
5. Tata Consultancy Services Limited0.16%
6. Infosys Limited0.16%
7. LTM Limited0.15%
8. Billionbrains Garage Ventures Ltd0.12%
9. TBO Tek Limited0.10%
10. Intellect Design Arena Limited0.07%

1. Biocon Limited0.96%
2. Sun Pharmaceutical Industries Limited0.32%
3. JB Chemicals & Pharmaceuticals Limited0.28%
4. Cipla Limited0.18%
5. Torrent Pharmaceuticals Limited0.16%

1. Eternal Limited1.47%

1. REC Limited0.88%
2. Power Finance Corporation Limited0.57%

1. TVS Motor Company Limited1.44%

1. State Bank of India1.39%

1. Cummins India Limited1.37%

1. Motilal Oswal Financial Services Limited0.51%
2. Angel One Limited0.48%
3. Max Financial Services Limited0.17%
4. Computer Age Management Services Limited0.09%
5. 360 One WAM Limited0.06%

1. Bajaj Finserv Limited1.29%

1. DLF Limited0.86%
2. The Phoenix Mills Limited0.17%

1. UltraTech Cement Limited0.58%
2. Grasim Industries Limited0.37%
3. Ambuja Cements Limited0.06%

About Fund WhiteOak Capital Equity Savings Fund Growth

WhiteOak Capital Equity Savings Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹273 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 3.02. 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
Bajaj Finserv Balanced Advantage Fund Growth01,238 CR2.73
Quantum Multi Asset Allocation Fund Growth057 CR2.06
WhiteOak Capital Equity Savings Fund Growth0273 CR3.02
Nippon India Equity Savings Fund - Segregated Portfolio 1 Growth0775 CR
Fund Name1Y3Y
This FundBajaj Finserv Balanced Advantage Fund Growth1.90060
This FundQuantum Multi Asset Allocation Fund Growth2.60640
This FundWhiteOak Capital Equity Savings Fund Growth7.94020
This FundNippon India Equity Savings Fund - Segregated Portfolio 1 Growth125.9965125.9965

WhiteOak Capital Equity Savings Fund Growth FAQs

WhiteOak Capital Equity Savings 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 Equity Savings Fund Growth is 3.02. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Equity Savings Fund Growth’s fund performance is as follows:
  • 1 Month : 1.60%
  • 6 Months : 1.84%
  • 1 Year : 7.94%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Equity Savings Fund Growth are updated daily based on NAV of ₹ 11.487 as on Jul 20,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Equity Savings 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 Equity Savings Fund Growth is ₹273 crore. It changes based on market performance, inflows, and outflows.

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