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WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Equity Savings Fund Direct Growth

Equity Savings

NAV ₹11.69 as on 16 Jul 2026

RiskModerately High

Fund Size₹273.31Cr

NAV	₹11.69 as on 16 Jul 2026
Risk	Moderately High
Fund Size	₹273.31Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

1 years 4 months (Since Mar 12, 2025)

Return since Launch

12.34%

Expense ratio

1.54%

Type

OPEN

AUM (Fund Size)

₹273.31

Risk Grade

Moderately High

Benchmark

NIFTY Equity Savings Index TRI

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Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

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High

Your investment will be at Moderately High Risk

Fund house & investment objective

WHITEOAK CAPITAL MUTUAL FUND

Rank (total assets)	#24 in India
Total AUM	₹37,389Cr

Date of Incorporation	21 Apr 2017

WhiteOak Capital Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 12 Mar 2025. The fund currently has an Asset Under Management(AUM) of ₹37,389 Cr and the Latest NAV as of 16 Jul 2026 is ₹11.69.
The WhiteOak Capital Equity Savings Fund Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.

Returns and Rankings

Category: Hybrid Equity Savings

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	9.33%	-	-	12.34%
Category average	4.09%	2.88%	1.59%	-
Rank within category	2	22	22	-

FAQ’s

What kind of returns does WhiteOak Capital Equity Savings Fund Direct Growth provide?

WhiteOak Capital Equity Savings Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth?

The Expense Ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth is 1.54%.

What is the AUM size of WhiteOak Capital Equity Savings Fund Direct Growth?

The AUM size of WhiteOak Capital Equity Savings Fund Direct Growth is ₹273.31Cr.

What is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth .

What are the top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth?

The top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth include

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Get started with us today and
start building your wealth journey

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

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WhiteOak Capital Equity Savings Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Category: Hybrid Equity Savings

FAQ’s

What kind of returns does WhiteOak Capital Equity Savings Fund Direct Growth provide?

What is the expense ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth?

What is the AUM size of WhiteOak Capital Equity Savings Fund Direct Growth?

What is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth?

What are the top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth?

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WhiteOak Capital Equity Savings Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Category: Hybrid Equity Savings

FAQ’s

What kind of returns does WhiteOak Capital Equity Savings Fund Direct Growth provide?

What is the expense ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth?

What is the AUM size of WhiteOak Capital Equity Savings Fund Direct Growth?

What is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth?

What are the top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth?

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Open FREE
3-in-1 Account

Start SIPs at just
₹100