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WhiteOak Capital Equity Savings Fund Regular Growth

Hybrid - Equity SavingsNA
meter
Riskometer
Moderate
aum
AUM
35CR
nav
NAV
10.136
day change
Day Change
0.5356%
min sip
Min SIP
₹1,000
min lumpsum
Min Lumpsum
₹1,000
One Year Nav Chart
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Returns
Invest
Value of
Years
This Scheme
Investment
₹12000
Cur. Value
₹NaN
Gain
₹NaN
CAGR
0%
CAGR as on
4/10/2025
Peer Comparison
Funds Name
Rating
Returns
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Mirae Asset Equity Savings Fund Regular Growth
5
peer-rating
13.7%
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ICICI Prudential Equity Savings Fund Regular Growth
5
peer-rating
10.7%
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DSP Equity Savings Fund Regular Growth
4
peer-rating
13.0%
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Sundaram Equity Savings Fund Growth
N/A
14.4%
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HSBC Equity Savings Fund Regular Growth
N/A
14.4%
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HDFC Equity Savings Fund Growth
N/A
13.4%
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Mahindra Manulife Equity Savings Fund Regular Growth
N/A
13.3%
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SBI Equity Savings Fund Regular Growth
N/A
13.1%
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UTI Equity Savings Fund Regular Growth
N/A
12.9%
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Kotak Equity Savings Fund Growth
N/A
12.5%
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Axis Equity Savings Fund Regular Growth
N/A
11.6%
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Franklin India Equity Savings Fund Growth
N/A
11.3%
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Edelweiss Equity Savings Fund Regular Growth
N/A
11.2%
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Tata Equity Savings Fund Regular Growth
N/A
11.1%
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Aditya Birla Sun Life Equity Savings Fund Regular Growth
N/A
10.9%
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Nippon India Equity Savings Fund Growth
N/A
10.4%
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LIC MF Equity Savings Fund Growth
N/A
10.3%
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Invesco India Equity Savings Fund Regular Growth
N/A
9.9%
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Bandhan Equity Savings Fund Regular Growth
N/A
9.9%
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PGIM India Equity Savings Fund Growth
N/A
9.7%
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Union Equity Savings Fund Regular Growth
N/A
9.5%
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Baroda BNP Paribas Equity Savings Fund Regular Growth
N/A
9.1%
Details
exit-load
Exit Load
info icon
  • 0.25% on or before 7 Days
  • Nil after 7 Days
fund size
Benchmark
N/A
Expense Ratio
Expense Ratio
2.04%
Eligible User
Who is Eligible
info icon
Individuals
Lock-in Period
Lock-in Period
0 Years
ytm
YTM
6.64%
Portfolio Turnover
Portfolio Turnover
NA
Age
Age
1 m 2 d
Modified Duration
Modified Duration
3.56years
Avg Maturity
Avg Maturity
4.98years
Quarterly Returns of (%)
Year
Q1
Q2
Q3
Q4
Fund Manager
Name
Ramesh Mantri
Since
N/A
Email
clientservice@whiteoakamc.com
scheme information Scheme Document
Disclaimer
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.