WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Equity Savings Fund Direct Growth is a hybrid fund. This fund was started on 12 March, 2025. The fund is managed by Piyush Baranwal. This fund gives you the benefit of diversification.

1. WhiteOak Capital Equity Savings Fund Direct Growth has ₹35 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.6.
   

WhiteOak Capital Equity Savings Fund Direct Growth has given a CAGR return of 3.64% since inception.

WhiteOak Capital Equity Savings Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Basic Materials, Tech, Communication, Energy, Health, Consumer Cyclical, Industrial, Real Estate, Utilities, Consumer Defensive.

As it is a equity savings mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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 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.