₹ 10.09
NAV (Apr 09)
View Less
Investment Duration5 years
7,32,612
Total Investment16,261
Wealth Gained7,48,873
Total Corpus Created (₹)
With CAGR of 0.93 % in 5 years₹ 10.093
NAV (Apr 9)
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 0.9% |
6 Month CAGR | - |
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
Expense Ratio | 0.62 % |
Launched <1Y | 2025-03-12 |
AUM in Crores | 34.6 |
ISIN | INF03VN01AB7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Equity Savings Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
WhiteOak Capital Equity Savings Fund Direct (G) | NaN | NaN | NaN% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Financial
8.17%Services
2.52%Technology
2.43%Materials
2.05%Healthcare
1.9%Fund Name | Fund Size | |
---|---|---|
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 55,360 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
WhiteOak Capital Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.7% | 5.5% | ||
6.8% | 5.8% | ||
- | 14.3% | ||
- | 15.3% | ||
- | 11.1% |
Investment Duration5 years
7,32,612
Total Investment16,261
Wealth Gained7,48,873
Total Corpus Created (₹)
With CAGR of 0.93 % in 5 yearsWhat is the expense ratio for WhiteOak Capital Equity Savings Fund Direct Plan Growth?
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What is the latest NAV of WhiteOak Capital Equity Savings Fund Direct Growth?
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