WhiteOak Capital Digital Bharat Fund Direct Growth

WhiteOak Capital Digital Bharat Fund Direct Growth is an equity fund. This fund was started on 11 October, 2024. The fund is managed by Ashish Agrawal, Ramesh Mantri, Dheeresh Pathak, Piyush Baranwal, Trupti Agrawal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Digital Bharat Fund Direct Growth has ₹367 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

WhiteOak Capital Digital Bharat Fund Direct Growth has given a CAGR return of 8.83% since inception. Over the last 1 year the fund has given a CAGR return of 14.59%.

WhiteOak Capital Digital Bharat Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Communication, Consumer Cyclical, Government, Financial Services, Industrial, Health, Consumer Defensive, Real Estate. Its top holdings are Eternal Ltd, Bharti Airtel Ltd, Infosys Ltd, Tata Consultancy Services Ltd, Info Edge (India) Ltd

As it is a sector - technology mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Digital Bharat Fund Direct Growth has no lock in period.