WhiteOak Capital Equity Savings Fund - Direct (G) logo

WhiteOak Capital Equity Savings Fund Direct Growth

Hybrid |

Equity Savings

NAV ₹11.41 as on 11 Jun 2026

RiskModerately High

Fund Size₹289.59Cr

NAV₹11.41 as on 11 Jun 2026
RiskModerately High
Fund Size₹289.59Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹500

Exit Load

Nil

Basic Details

Age

1 years 3 months (Since Mar 12, 2025)

Return since Launch

11.17%

Expense ratio

0.87%

Type

OPEN

AUM (Fund Size)

₹289.59

Risk Grade

Moderately High

Benchmark

NIFTY Equity Savings Index TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
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High

Your investment will be at Moderately High Risk

Fund house & investment objective
Rank (total assets)#25 in India
Total AUM₹33,023.59Cr
Date of Incorporation21 Apr 2017
WhiteOak Capital Equity Savings Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 12 Mar 2025. The fund currently has an Asset Under Management(AUM) of ₹33,023.59 Cr and the Latest NAV as of 11 Jun 2026 is ₹11.41.
The WhiteOak Capital Equity Savings Fund Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹500. Exit load of Nil.
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Returns and Rankings

Category: Hybrid Equity Savings

1Y3Y5YAll
Fund returns7.89%--11.17%
Category average2.98%2.91%1.57%-
Rank within category22222-

FAQ’s

What kind of returns does WhiteOak Capital Equity Savings Fund Direct Growth provide?

WhiteOak Capital Equity Savings Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth?

The Expense Ratio charged by WhiteOak Capital Equity Savings Fund Direct Growth is 0.87%.

What is the AUM size of WhiteOak Capital Equity Savings Fund Direct Growth?

The AUM size of WhiteOak Capital Equity Savings Fund Direct Growth is ₹289.59Cr.

What is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in WhiteOak Capital Equity Savings Fund Direct Growth .

What are the top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth?

The top stock holdings of WhiteOak Capital Equity Savings Fund Direct Growth include

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