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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹14 Cr

Lock In Period

N/A

Expense Ratio

0.27

Benchmark

CRISIL Overnight Index

Exit Load

Nil

Summary

Latest details for WhiteOak Capital Overnight Fund Growth include a ₹1128.685 NAV as of Dec 18,2022 and returns since inception of 11.05%. Minimum investments start at SIP ₹500. The WhiteOak Capital Overnight Fund Growth AUM is ₹14 Cr, with a lock-in of N/A years, expense ratio of 0.27%, and benchmark CRISIL Overnight Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.47% returns, against a category average of 1.89% and a category best of 0.94%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.471.890.94
6M2.691.8529.45
1Y4.425.8729.45
3Y3.5615.0929.45

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-12-15
View allocation % by

1. Clearing Corporation of India Ltd98.29%
2. Net Receivables / (Payables)1.71%

About Fund

WhiteOak Capital Overnight Fund Growth managed by WhiteOak Capital Mutual Fund,is a Overnightscheme with Assets Under Management of ₹14 Crore. The fund benchmarks its performance against the CRISIL Overnight Index while maintaining an expense ratio of 0.27. Under the expert guidance of Piyush Baranwal ,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

Piyush Baranwal

Mr. Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal. He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA. Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundBNP Paribas Overnight Fund Growth061.44 CR0.12
This FundL&T Overnight Fund Growth11105.49 CR0.15
This FundWhiteOak Capital Overnight Fund Growth013.88 CR0.27
This FundAxis Overnight Fund Growth313459.01 CR0.1
This FundBank of India Overnight Fund Growth048.98 CR0.1
Fund Name1Y3Y
This FundBNP Paribas Overnight Fund Growth3.15760
This FundL&T Overnight Fund Growth4.310510.9979
This FundWhiteOak Capital Overnight Fund Growth4.419711.0518
This FundAxis Overnight Fund Growth5.404919.9722
This FundBank of India Overnight Fund Growth5.477520.2168

FAQs

WhiteOak Capital Overnight 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 Overnight Fund Growth is 0.27. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Overnight Fund Growth’s fund performance is as follows:
  • 1 Month : 0.47%
  • 6 Months : 2.69%
  • 1 Year : 4.42%
  • 3 Years : 3.56%
Returns of WhiteOak Capital Overnight Fund Growth are updated daily based on NAV of ₹ 1128.685 as on Dec 18,2022. Since inception, the return has been 11.05%.

You can invest in WhiteOak Capital Overnight 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 Overnight Fund Growth is ₹14 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Overnight 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