WhiteOak Capital Equity Savings Fund

Hybrid Equity Savings Regular

1 Year Absolute Returns

0.00%

NAV (₹) on

0.00

1 Day NAV Change

0.00%

Risk Level

Moderately High Risk

Rating

-

WhiteOak Capital Equity Savings Fund is a Equity mutual fund categorized under Hybrid, offered by WhiteOak Capital Asset Management Ltd.. Launched on 25 Feb 2025, investors can start with a lumpsum ... Read more

NAV History

Fund Details

Min. SIP Amount
N/A
Inception Date
25 Feb 2025
Min. Lumpsum Amount
₹ 500
Fund Age
1 Yrs
AUM
₹ 270.95 Cr.
Benchmark
Nifty Equity Savings Total Return
Expense Ratio
%
Scheme Type
Open Ended
Exit Load
Nil%

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns - - - -
Category returns -0.05% -0.37% 4.54% 18.58%

Fund Objective

The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no ... Read more

AMC Details

Name
WhiteOak Capital Asset Management Ltd.
Date of Incorporation
03 Jul 2018
CEO
Mr. Aashish P Somaiyaa
CIO
Mr. Ramesh Mantri
Type
Pvt.Sector-Indian
Address
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai, Maharashtra, India - 400025
Website
https://mf.whiteoakamc.com

Top Funds from Hybrid - Equity Savings

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
HSBC Equity Savings Fund - Direct Plan
Hybrid Direct
4.50% 40.33% 64.96% ₹1,558 1.47%
Moderate
HSBC Equity Savings Fund
Hybrid Regular
3.58% 36.65% 57.82% ₹1,558 2.46%
Moderate
Edelweiss Equity Savings Fund - Direct Plan
Hybrid Direct
4.98% 35.41% 54.83% ₹1,704 1.14%
Moderate
Edelweiss Equity Savings Fund - Direct Plan
Hybrid Direct
4.96% 35.40% 54.83% ₹1,704 1.14%
Moderate
Edelweiss Equity Savings Fund - Direct Plan
Hybrid Direct
2.10% 31.70% 48.46% ₹1,704 1.14%
Moderate
Edelweiss Equity Savings Fund - Direct Plan
Hybrid Direct
2.10% 31.70% 48.46% ₹1,704 1.14%
Moderate
Edelweiss Equity Savings Fund
Hybrid Regular
3.95% 31.46% 46.45% ₹1,704 2.12%
Moderate
Mirae Asset Equity Savings Fund - Direct Plan
Hybrid Direct
2.24% 31.20% 49.77% ₹1,994 0.73%
Moderately High
Kotak Equity Savings Fund - Direct Plan
Hybrid Direct
0.70% 30.20% 55.86% ₹10,443 1.07%
Moderately High
Kotak Equity Savings Fund - Direct Plan
Hybrid Direct
-0.01% 29.28% 53.43% ₹10,443 1.07%
Moderately High

Top Funds from WhiteOak Capital Asset Management Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
3.46% 68.85% 0.00% ₹7,540 0.95%
Very High
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
3.46% 68.85% 0.00% ₹7,540 0.95%
Very High
WhiteOak Capital Mid Cap Fund - Direct Plan
Diversified Direct
3.46% 68.85% 0.00% ₹7,540 0.95%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
2.13% 61.70% 0.00% ₹7,540 2.26%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
2.13% 61.70% 0.00% ₹7,540 2.26%
Very High
WhiteOak Capital Mid Cap Fund
Diversified Regular
2.13% 61.70% 0.00% ₹7,540 2.26%
Very High
WhiteOak Capital Multi Cap Fund - Direct Plan
Diversified Direct
-0.74% 57.53% 0.00% ₹4,308 0.89%
Very High
WhiteOak Capital Multi Asset Allocation Fund - Direct Plan
Hybrid Direct
5.71% 55.71% 0.00% ₹9,111 0.64%
High
WhiteOak Capital Multi Cap Fund
Diversified Regular
-2.10% 50.44% 0.00% ₹4,308 2.22%
Very High
WhiteOak Capital Multi Asset Allocation Fund
Hybrid Regular
4.54% 50.29% 0.00% ₹9,111 1.67%
High

FAQs

What is the fund size (AUM) of WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment?

The Assets Under Management (AUM) of WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment is ₹270.95 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the returns of WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment?

WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment was launched on 25 Feb 2025. As this is a relatively new fund, historical return data for standard periods (1Y, 3Y, 5Y) is not yet available. Please check back later for updated performance metrics.

What is the risk level of WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment?

WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment has a risk rating of 'Moderately High' as per the SEBI Riskometer. This indicates the fund is suitable for investors willing to accept higher volatility for potentially better returns. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment?

The minimum lumpsum investment required for WhiteOak Capital Equity Savings Fund Regular IDCW-Reinvestment is ₹500. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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