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
- 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.
- 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 benefitDividends 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
WhiteOak Capital Equity Savings Fund Direct Growth Overview
| Expense ratio | -- |
Benchmark | NIFTY Equity Savings TR INR |
| AUM | ₹0 Cr |
| Inception Date | 12 March, 2025 |
| Min Lumpsum/SIP | ₹500/₹100 |
Exit Load | 0.2% |
| Lock In | No Lock-in |
TurnOver | 0% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Moderately High risk |
Frequently Asked Questions for WhiteOak Capital Equity Savings Fund Direct Growth
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% |
- 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.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
WhiteOak Capital Equity Savings Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
WhiteOak Capital Equity Savings Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
WhiteOak Capital Equity Savings Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
WhiteOak Capital Equity Savings Fund Direct Growth | - | - | - |