WhiteOak Capital Equity Savings Fund Growth Return
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Showing Funds Performance since Sep 07, 2020
WhiteOak Capital Equity Savings Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹242 Cr
Lock In Period
N/A
Expense Ratio
3.06
Exit Load
Nil
Benchmark
Nifty Equity Savings Total Return
Summary
WhiteOak Capital Equity Savings Fund Growth NAV is ₹11.192 as of 21 May, 2026. WhiteOak Capital Equity Savings Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in WhiteOak Capital Equity Savings Fund Growth is ₹100. The AUM of WhiteOak Capital Equity Savings Fund Growth is ₹242 Cr. The expense ratio of the fund is 3.06%, and its benchmark is Nifty Equity Savings Total Return. The current exit load of the fund is Nil. In the last 1M months, WhiteOak Capital Equity Savings Fund Growth has delivered -0.47% returns.
WhiteOak Capital Equity Savings Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.47 | -0.09 | 126.76 |
| 6M | -0.36 | 1.66 | 126.76 |
| 1Y | 6.87 | 4.95 | 126.76 |
| 3Y | 0.00 | 15.81 | 126.76 |
Portfolio Analysis
- Equity: 66.42%
- Debt: 21.93%
- Others
As on: 2026-04-30
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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 ₹242 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 3.06. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Invesco India Multi Asset Allocation Fund Growth | 0 | 1056.77 CR | 1.67 |
| Capitalmind Arbitrage Fund Growth | 0 | 17.55 CR | 0.98 |
| Quant Arbitrage Fund Growth | 0 | 351.3 CR | 1.98 |
| The Wealth Company Arbitrage Fund Growth | 0 | 154.21 CR | 1.02 |
| WhiteOak Capital Equity Savings Fund Growth | 0 | 242.08 CR | 3.06 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundInvesco India Multi Asset Allocation Fund Growth | 15.894 | 0 |
| This FundCapitalmind Arbitrage Fund Growth | 0 | 0 |
| This FundQuant Arbitrage Fund Growth | 6.9177 | 0 |
| This FundThe Wealth Company Arbitrage Fund Growth | 0 | 0 |
| This FundWhiteOak Capital Equity Savings Fund Growth | 6.8731 | 0 |
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 3.06. 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 : -0.47%
- 6 Months : -0.36%
- 1 Year : 6.87%
- 3 Years : 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 ₹242 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.
