WhiteOak Capital Banking & Financial Services Fund Direct Growth

Equity
Sectoral-Banking
Very High Risk
1M
All
NAV: 19 Apr 2024₹9.94
Min. SIP amount₹100
RatingNA
Fund size₹138.85Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral-Banking
Absolute returns
1M3M6MAll
Fund returns3.2%NANA1.2%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (33)

NameSectorInstrumentAssets
FinancialEquity20.66%
FinancialEquity17.02%
FinancialEquity5.79%
FinancialEquity5.41%
FinancialEquity4.00%
FinancialEquity3.32%
FinancialEquity3.15%
ServicesEquity2.44%
FinancialEquity2.39%
InsuranceEquity2.29%
See All

Expense ratio, exit load and tax

Expense ratio: 0.62%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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