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: Equity |
| Benchmark: BSE Teck TRI |
| TER: 3.28% As on (30-08-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 520.83 Cr As on 31-08-2026(Source:AMFI) |
| Turn over: 2.27% | Exit Load: Nil |
9.725
0.17 (1.7069%)
-1.65%
Benchmark: 13.32%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | -6.27 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
25.08%
Others
12.43%
Large Cap
35.82%
Mid Cap
26.67%
