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WhiteOak Capital Equity Savings Fund Growth Return

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

₹290 Cr

Lock In Period

N/A

Expense Ratio

2.36

Exit Load

Nil

Benchmark

Nifty Equity Savings Total Return

Summary

WhiteOak Capital Equity Savings Fund Growth NAV is ₹11.315 as of 23 Jun, 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 ₹290 Cr. The expense ratio of the fund is 2.36%, 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 1.19% returns.

WhiteOak Capital Equity Savings Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.190.07126.76
6M0.811.53126.76
1Y7.473.94126.76
3Y0.0012.24126.76

Portfolio Analysis

  • Equity: 66.29%
  • Debt: 24.28%
  • Others
As on: 2026-05-31
View allocation % by

1. ICICI Bank Limited6.65%
2. HDFC Bank Limited6.42%
3. Axis Bank Limited2.48%
4. Kotak Mahindra Bank Limited1.75%
5. AU Small Finance Bank Limited0.68%
6. Bandhan Bank Limited0.67%
7. The Federal Bank Limited0.10%
8. IndusInd Bank Limited0.09%
9. City Union Bank Limited0.07%
10. Karur Vysya Bank Limited0.05%

1. Vodafone Idea Limited3.87%
2. Bharti Airtel Limited3.37%

1. Maruti Suzuki India Limited3.32%
2. Mahindra & Mahindra Limited1.20%

1. SBI Life Insurance Company Limited1.83%
2. HDFC Life Insurance Company Limited1.04%
3. ICICI Prudential Life Insurance Company Limited0.13%

1. Coforge Limited1.49%
2. Mphasis Limited0.28%
3. Tech Mahindra Limited0.23%
4. Infosys Limited0.23%
5. Persistent Systems Limited0.19%
6. Tata Consultancy Services Limited0.17%
7. LTM Limited0.16%
8. Billionbrains Garage Ventures Ltd0.10%
9. TBO Tek Limited0.08%
10. Intellect Design Arena Limited0.07%

1. TVS Motor Company Limited2.45%

1. State Bank of India2.33%

1. Reliance Industries Limited2.08%

1. Biocon Limited0.93%
2. Sun Pharmaceutical Industries Limited0.29%
3. JB Chemicals & Pharmaceuticals Limited0.25%
4. Cipla Limited0.15%
5. Torrent Pharmaceuticals Limited0.14%

1. Cummins India Limited1.34%
2. Kirloskar Oil Engines Limited0.08%

1. Eternal Limited1.32%

1. Grasim Industries Limited0.70%
2. UltraTech Cement Limited0.56%
3. Ambuja Cements Limited0.06%

1. REC Limited0.75%
2. Power Finance Corporation Limited0.54%

1. Angel One Limited0.47%
2. Motilal Oswal Financial Services Limited0.45%
3. Max Financial Services Limited0.17%
4. Computer Age Management Services Limited0.08%
5. 360 One WAM Limited0.05%

1. Bajaj Finserv Limited1.21%

1. Steel Authority of India Limited0.90%
2. Tata Steel Limited0.31%
3. Vedanta Iron And Steel Limited0.00%

1. Hindalco Industries Limited0.87%
2. National Aluminium Company Limited0.14%
3. Vedanta Aluminium Metal Limited0.05%

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 ₹290 Crore. The fund benchmarks its performance against the Nifty Equity Savings Total Return while maintaining an expense ratio of 2.36. 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
Mahindra Manulife Multi Asset Allocation Fund Growth01117.94 CR1.86
Baroda BNP Paribas Retirement Fund Growth0387.42 CR2.47
IDFC Equity Savings Fund Plan B Growth0375.31 CR1.38
Samco Arbitrage Fund Growth033.09 CR7.12
WhiteOak Capital Equity Savings Fund Growth0289.59 CR2.36
Fund Name1Y3Y
This FundMahindra Manulife Multi Asset Allocation Fund Growth14.77730
This FundBaroda BNP Paribas Retirement Fund Growth3.61170
This FundIDFC Equity Savings Fund Plan B Growth
This FundSamco Arbitrage Fund Growth3.70010
This FundWhiteOak Capital Equity Savings Fund Growth7.46650

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 2.36. 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 : 1.19%
  • 6 Months : 0.81%
  • 1 Year : 7.47%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Equity Savings Fund Growth are updated daily based on NAV of ₹ 11.315 as on Jun 19,2026. 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 ₹290 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.