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WhiteOak Capital Equity Savings Fund Growth
NAV: 20 Mar '26
₹11.00
Min. for SIP
Not Supported
Fund size
₹242.05 Cr
Expense ratio
2.11%
Holdings (185)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.61% |
| GOI | Sovereign | GOI Sec | 5.91% |
| ICICI Bank Ltd. | Financial | Equity | 4.50% |
| GOI | Sovereign | GOI Sec | 2.66% |
| Nexus Select Trust | Construction | REITs | 2.45% |
| Vodafone Idea Ltd. | Communication | Equity | 2.41% |
| GOI | Sovereign | GOI Sec | 2.40% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.32% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.27% |
| Reliance Industries Ltd. | Energy | Equity | 2.18% |
| HCL Technologies Ltd. | Technology | Equity | 2.13% |
| GOI | Sovereign | GOI Sec | 2.08% |
| Embassy Office Parks REIT | Construction | REITs | 1.96% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 1.89% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.65% |
| Infosys Ltd. | Technology | Equity | 1.64% |
| Eternal Ltd. | Services | Equity | 1.50% |
| Cigniti Technologies Ltd. | Technology | Equity | 1.46% |
| National Highways Infra Trust | Construction | InvITs | 1.44% |
| Muthoot Finance Ltd. | Financial | Equity | 1.44% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.42% |
| State Bank of India | Financial | Equity | 1.41% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.38% |
| Cummins India Ltd. | Capital Goods | Equity | 1.34% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.28% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 1.17% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.12% |
| Bharti Airtel Ltd. | Communication | Equity | 0.96% |
| Angel One Ltd. | Financial | Equity | 0.92% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.87% |
| GOI | Sovereign | GOI Sec | 0.85% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 0.84% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.83% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.83% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.83% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.83% |
| Coal India Ltd. | Energy | Equity | 0.82% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.80% |
| Bharti Airtel Ltd. - (Partly Paid up Equity Shares (Rights Issue)) | Communication | PPE | 0.80% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.79% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.77% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.70% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.68% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.63% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.59% |
| Adani Enterprises Ltd. - (Partly Paid-up) | Services | PPE | 0.57% |
| Biocon Ltd. | Healthcare | Equity | 0.56% |
| Page Industries Ltd. | Textiles | Equity | 0.56% |
| Grasim Industries Ltd. | Construction | Equity | 0.55% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.54% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.54% |
| Coforge Ltd. | Technology | Equity | 0.54% |
| GOI | Sovereign | GOI Sec | 0.49% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.48% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.48% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.42% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.41% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.41% |
| Persistent Systems Ltd. | Technology | Equity | 0.36% |
| SRF Ltd. | Chemicals | Equity | 0.36% |
| KPIT Technologies Ltd. | Technology | Equity | 0.35% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.34% |
| Max Financial Services Ltd. | Financial | Equity | 0.33% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.32% |
| Interglobe Aviation Ltd. | Services | Equity | 0.31% |
| Cipla Ltd. | Healthcare | Equity | 0.31% |
| JIO Financial Services Ltd. | Financial | Equity | 0.30% |
| Vedanta Ltd. | Metals & Mining | Equity | 0.28% |
| NTPC Ltd. | Energy | Equity | 0.27% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.27% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.26% |
| Bajaj Finance Ltd. | Financial | Equity | 0.26% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.25% |
| Ambuja Cements Ltd. | Construction | Equity | 0.24% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.23% |
| Nifty Bank | Financial | ID | 0.23% |
| Asian Paints Ltd. | Chemicals | Equity | 0.22% |
| LTIMindtree Ltd. | Technology | Equity | 0.21% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.20% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.19% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.18% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.18% |
| Aditya Infotech Ltd. | Communication | Equity | 0.18% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.17% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.17% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.16% |
| Bandhan Bank Ltd. | Financial | Equity | 0.16% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.16% |
| Ultratech Cement Ltd. | Construction | Equity | 0.16% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.16% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.15% |
| ITC Ltd. | Consumer Staples | Equity | 0.15% |
| Info Edge (India) Ltd. | Services | Equity | 0.14% |
| Tech Mahindra Ltd. | Technology | Equity | 0.14% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.13% |
| Axis Bank Ltd. | Financial | Equity | 0.12% |
| Reserve Bank of India | Financial | T-Bills | 0.12% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.12% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.12% |
| Care Ratings Ltd. | Services | Equity | 0.11% |
| PB Fintech Ltd. | Services | Equity | 0.11% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.11% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.10% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Equity | 0.10% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.10% |
| Accord Transformer & Switchgear Ltd. | Capital Goods | Equity | 0.10% |
| TBO Tek Ltd. | Services | Equity | 0.10% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.09% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.09% |
| Safari Industries (India) Ltd. | Consumer Discretionary | Equity | 0.09% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.08% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.08% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.08% |
| Computer Age Management Services Ltd. | Services | Equity | 0.08% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.08% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.08% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.08% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.08% |
| Latent View Analytics Ltd. | Technology | Equity | 0.08% |
| Oil India Ltd. | Energy | Equity | 0.07% |
| City Union Bank Ltd. | Financial | Equity | 0.07% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.07% |
| eClerx Services Ltd. | Services | Equity | 0.07% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.07% |
| 360 One Wam Ltd. | Financial | Equity | 0.06% |
| Firstsource Solutions Ltd. | Services | Equity | 0.06% |
| Inventurus Knowledge Solutions Ltd. | Services | Equity | 0.05% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.05% |
| Awfis Space Solutions Ltd. | Services | Equity | 0.05% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.04% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.04% |
| Indiqube Spaces Ltd. | Services | Equity | 0.04% |
| Le Travenues Technology Ltd. | Services | Equity | 0.04% |
| Sagility Ltd. | Services | Equity | 0.04% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.03% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.02% |
| Tenneco Clean Air India Ltd | Automobile | Equity | 0.02% |
| Newgen Software Technologies Ltd. | Technology | Equity | 0.01% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.01% |
| Neuland Laboratories Ltd. | Healthcare | Equity | 0.01% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.01% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Futures | -0.04% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.09% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | Futures | -0.10% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.15% |
| ITC Ltd. | Consumer Staples | Futures | -0.15% |
| Ultratech Cement Ltd. | Construction | Futures | -0.16% |
| Bandhan Bank Ltd. | Financial | Futures | -0.16% |
| Cipla Ltd. | Healthcare | Futures | -0.17% |
| JIO Financial Services Ltd. | Financial | Futures | -0.30% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.31% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.32% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.32% |
| KPIT Technologies Ltd. | Technology | Futures | -0.34% |
| SRF Ltd. | Chemicals | Futures | -0.36% |
| PNB Housing Finance Ltd. | Financial | Futures | -0.51% |
| Grasim Industries Ltd. | Construction | Futures | -0.55% |
| Page Industries Ltd. | Textiles | Futures | -0.56% |
| Biocon Ltd. | Healthcare | Futures | -0.57% |
| State Bank of India | Financial | Futures | -0.60% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -0.60% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -0.65% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.71% |
| Adani Enterprises Ltd. | Services | Futures | -0.72% |
| Bharti Airtel Ltd. | Communication | Futures | -0.74% |
| Power Grid Corporation Of India Ltd. | Energy | Futures | -0.78% |
| Coal India Ltd. | Energy | Futures | -0.82% |
| AU Small Finance Bank Ltd. | Financial | Futures | -0.83% |
| Eternal Ltd. | Services | Futures | -0.87% |
| Steel Authority Of India Ltd. | Metals & Mining | Futures | -0.87% |
| Angel One Ltd. | Financial | Futures | -0.92% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.97% |
| Muthoot Finance Ltd. | Financial | Futures | -1.11% |
| Blue Star Ltd. | Consumer Discretionary | Futures | -1.12% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -1.18% |
| Infosys Ltd. | Technology | Futures | -1.25% |
| Cummins India Ltd. | Capital Goods | Futures | -1.34% |
| Reliance Industries Ltd. | Energy | Futures | -1.39% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.48% |
| Coforge Ltd. | Technology | Futures | -1.74% |
| HCL Technologies Ltd. | Technology | Futures | -2.12% |
| ICICI Bank Ltd. | Financial | Futures | -2.13% |
| TVS Motor Company Ltd. | Automobile | Futures | -2.33% |
| Vodafone Idea Ltd. | Communication | Futures | -2.42% |
| HDFC Bank Ltd. | Financial | Futures | -5.46% |
See All
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -2.1% | +0.9% | +10.3% | +10.2% |
| Category average (Hybrid Equity Savings) | -- | -- | +5.9% | -- |
| Rank (Hybrid Equity Savings) | 11 | 6 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.40% | +10.97% | 1,269.88 | |
Kotak Equity Savings Fund Growth | +6.52% | +10.56% | 9,853.13 | |
DSP Equity Savings Fund Growth | +3.54% | +9.82% | 3,758.43 | |
HDFC Equity Savings Fund Growth | +4.75% | +9.61% | 5,901.21 | |
ICICI Prudential Equity Savings Fund Growth | +4.79% | +7.96% | 18,027.21 | |
| Compare | ||||
Fund management
PBPiyush BaranwalFeb 2025 - PresentView details
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Piyush Baranwal
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AAAshish AgrawalFeb 2025 - PresentView details
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Ashish Agrawal
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BPBhavin PatadiaFeb 2025 - PresentView details
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Bhavin Patadia
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RMRamesh MantriFeb 2025 - PresentView details
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Ramesh Mantri
Feb 2025 - Present
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TATrupti AgrawalFeb 2025 - PresentView details
TA
Trupti Agrawal
Feb 2025 - Present
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DPDheeresh PathakFeb 2025 - PresentView details
DP
Dheeresh Pathak
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About WhiteOak Capital Equity Savings Fund Growth
WhiteOak Capital Equity Savings Fund Growth is a Hybrid Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹33,884 Cr and the Latest NAV as of 20 Mar 2026 is ₹11.00.
The WhiteOak Capital Equity Savings Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
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Investment Objective
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
Fund benchmarkNIFTY Equity Savings Total Return Index
Fund house
Rank (total assets)--
Total AUM₹33,884.45 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,