WhiteOak Capital Digital Bharat Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 11-10-2024 |
| Asset Class: |
| Benchmark: BSE Teck TRI |
| TER: 2.37% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 308.9 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
10.303
0.04 (0.4368%)
2.51%
Benchmark: 15.17%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT TRI
-
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 investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. 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 Digital Bharat Fund Regular Plan Growth | 11-10-2024 | - | - | - | - | - |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 21.08 | 22.45 | 16.88 | 26.95 | 16.93 |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 16.7 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 15.43 | 21.41 | 13.23 | 29.75 | 17.54 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 14.6 | - | - | - | - |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 11.54 | - | - | - | - |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 10.69 | 18.14 | 13.45 | 26.57 | 17.71 |
| Franklin India Technology Fund-Growth | 22-08-1998 | 10.47 | 27.39 | 20.37 | 24.72 | 16.38 |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 9.9 | 21.97 | 14.46 | 27.73 | - |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | 6.03 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
26.8%
Others
10.0%
Large Cap
45.04%
Mid Cap
18.16%
