WhiteOak Capital Equity Savings Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Hybrid: Equity Savings |
| Launch Date: 12-03-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY Equity Savings TRI |
| TER: 2.04% As on (29-09-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 155.21 Cr As on 30-09-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil Exit load – for 10% of the units purchased or switched-in on or before 7 days from the date of allotment. All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load.0.25% - if Units are redeemed/switched-out on or before 7 days from the date of allotment; Nil - if redeemed after 7 days from the date of allotment |
11.035
0.01 (0.0634%)
10.43%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The primary objective of the Scheme to provide capital appreciation by investing in Equity and equity related instruments, Arbitrage opportunities, and Debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Equity Savings Fund Regular Plan Growth | 12-03-2025 | - | - | - | - | - |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 05-10-2014 | 7.15 | 12.08 | 11.4 | 10.78 | 9.02 |
| LIC MF Equity Savings Fund-Regular Plan-Growth | 01-01-2013 | 7.11 | 10.53 | 9.93 | 9.81 | 6.82 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 10-11-2014 | 6.93 | 9.01 | 9.09 | 9.39 | 7.86 |
| ICICI Prudential Equity Savings Fund - Cumulative option | 05-12-2014 | 6.38 | 8.62 | 9.04 | 9.62 | 8.16 |
| Tata Equity Savings Fund -Regular Plan-Growth Option | 26-04-1997 | 5.63 | 10.62 | 10.01 | 9.73 | 7.54 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 15-12-2018 | 5.62 | 11.79 | 11.25 | 11.68 | - |
| Kotak Equity Savings Fund - Regular - Growth | 11-10-2014 | 5.4 | 12.38 | 12.07 | 11.43 | 9.4 |
| Franklin India Equity Savings Fund- Growth | 01-08-2018 | 5.26 | 8.48 | 8.35 | 9.93 | - |
| PGIM India Equity Savings Fund - Growth Option | 29-01-2004 | 5.15 | 7.51 | 7.24 | 8.3 | 7.08 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.77%
Others
-7.12%
Large Cap
54.6%
Mid Cap
7.07%
