WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Equity Savings Fund Direct Growth

Equity

Direct

Equity - Other

NAV as on 01-01-0001

₹ 10

About WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Equity Savings Fund Direct Growth is an equity fund. This fund was started on 12 March, 2025. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. WhiteOak Capital Equity Savings Fund Direct Growth has ₹0 Cr worth of assets under management (AUM) as on Dec 1969 and is less than category average.
  2. The fund has an expense ratio 0.

Returns

WhiteOak Capital Equity Savings Fund Direct Growth has given a CAGR return of 0.00% since inception.

Holdings

WhiteOak Capital Equity Savings Fund Direct Growth has allocated its funds majorly in . Its top holdings are

Taxation

As it is a equity - other 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.

Investment objective of WhiteOak Capital Equity Savings Fund Direct Growth

The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum Investment and lockin period

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

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
23 people have invested ₹ 94.7K in WhiteOak Capital Equity Savings Fund Direct Growth in the last three months

WhiteOak Capital Equity Savings Fund Direct Growth Overview

Expense ratio--
Benchmark
NIFTY Equity Savings TR INR
AUM₹0 Cr
Inception Date12 March, 2025
Min Lumpsum/SIP₹500/₹100
Exit Load
0.2%
Lock InNo Lock-in
TurnOver
0%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Moderately High risk
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Piyush Baranwal
Piyush Baranwal
Fund Manager of WhiteOak Capital Equity Savings Fund Direct Growth, since 12 March 2025
Fund House
WhiteOak Capital Asset Management Limited
Total AUM
₹16.43K Cr
as on 31-Jan-2025
Address
602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City
Phone
+91180030003060
Website
http://mf.whiteoakamc.com

Frequently Asked Questions for WhiteOak Capital Equity Savings Fund Direct Growth

The current NAV of WhiteOak Capital Equity Savings Fund Direct Growth is ₹10 as on 01-Jan-0001.
Existing (Absolute + CAGR) as on 01-Jan-0001.
WhiteOak Capital Equity Savings Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
0%
0%
6 Month Returns
0%
0%
1 Year Returns
0%
0%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
The alpha ratio for the WhiteOak Capital Equity Savings Fund Direct Growth for various period is as follows:
Fund Name
Alpha 1 Year
Alpha 3 Years
Alpha 5 Years
WhiteOak Capital Equity Savings Fund Direct Growth
-
-
-
As on February 2025
The alpha for WhiteOak Capital Equity Savings Fund Direct Growth is calculated against NIFTY Equity Savings TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the WhiteOak Capital Equity Savings Fund Direct Growth for various period is as follows:
Fund Name
Beta 1 Year
Beta 3 Years
Beta 5 Years
WhiteOak Capital Equity Savings Fund Direct Growth
-
-
-
As on February 2025
The Beta for WhiteOak Capital Equity Savings Fund Direct Growth is calculated with NIFTY Equity Savings TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the WhiteOak Capital Equity Savings Fund Direct Growth for various period is as follows:
Fund Name
Sharpe Ratio 1 Year
Sharpe Ratio 3 Years
Sharpe Ratio 5 Years
WhiteOak Capital Equity Savings Fund Direct Growth
-
-
-
As on February 2025
The sharpe ratio for WhiteOak Capital Equity Savings Fund Direct Growth is calculated with NIFTY Equity Savings TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the WhiteOak Capital Equity Savings Fund Direct Growth for various period is as follows:
Fund Name
Standard Deviation 1 Year
Standard Deviation 3 Years
Standard Deviation 5 Years
WhiteOak Capital Equity Savings Fund Direct Growth
-
-
-
As on February 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
Piyush Baranwal is the fund manager of WhiteOak Capital Equity Savings Fund Direct Growth
The Exit load of WhiteOak Capital Equity Savings Fund Direct Growth is 0.25%