Lock-in
3 Years
Min One Time Amount
₹500
Min Withdrawal Amount
₹-
Min SIP Amount
₹500
Min Additional Amount
₹500
Exit Load
Nil
Age
3 years 1 months (Since Oct 14, 2022)
Return since Launch
23.34%
Expense ratio
0.67%
Type
OPEN
AUM (Fund Size)
₹437.92
Risk Grade
Very High
Benchmark
BSE 500 TRI
Name:
Ramesh Mantri
Experience:
Over 20 years' experience in financial market: 1. WhiteOak Capital Asset Management Limited (December 21, 2021 - till now) 2. White Oak Capital Management (June 2017 to December 21, 2021) 3. Ashoka Capital Advisers (February 2013- May 2017) 4. Smith Management-Mumbai Office (September 2005 - January 2013)
20.79%
8.84%
7.75%
5.65%
4.93%
3.53%
ICICI Bank Ltd
7.82%HDFC Bank Ltd
7.03%Kotak Mahindra Bank Ltd
2.53%State Bank of India
2.01%City Union Bank Ltd
0.47%Karur Vysya Bank Ltd
0.45%Your investment will be at Very High Risk
| Rank (total assets) | #27 in India |
|---|---|
| Total AUM | ₹24,943.48Cr |
| Date of Incorporation | 21 Apr 2017 |
|---|
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 12.35% | 7.15% | - | 7.24% |
| Category average | 7.03% | 5.53% | 3.90% | - |
| Rank within category | 3 | 3 | 42 | - |

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*By clicking, I agree to the T&C and Whatsapp updates.

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