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WhiteOak Capital Equity Savings Fund Growth
NAV: 10 Jun '26
₹11.21
Min. for SIP
₹100
Fund size (AUM)
₹289.59 Cr
Expense ratio
2.39%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,101 | +0.67% | |
| 6 months | ₹30,000 | ₹30,082 | +0.27% | |
| 1 year | ₹60,000 | ₹60,841 | +1.40% |
Holdings (176)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Cash Margin | Unspecified | Cash Margin | 47.47% |
| HDFC Bank Ltd | Financial | Equity | 7.10% |
| GOVERNMENT OF INDIA 36204 GOI 14JL32 6.28 FV RS 100 | Entities | GOI Securities | 5.80% |
| ICICI Bank Ltd | Financial | Equity | 5.09% |
| Bharti Airtel Ltd | Technology | Equity | 4.09% |
| Vodafone Idea Ltd | Technology | Equity | 3.38% |
| State Bank of India | Financial | Equity | 3.09% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 2.63% |
| Axis Bank Ltd | Financial | Equity | 2.54% |
| Nexus Select Trust | Industrials | Real Estate Investment Trusts | 2.44% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 2.35% |
| GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 | Entities | GOI Securities | 2.34% |
| Embassy Office Parks REIT | Real Estate | Real Estate Investment Trusts | 2.25% |
| SBI Life Insurance Company Ltd | Financial | Equity | 2.17% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 2.10% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.09% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.09% |
| GOVERNMENT OF INDIA 35943 GOI 05MY35 6.33 FV RS 100 | Entities | GOI Securities | 2.04% |
| GOVERNMENT OF INDIA 36981 GOI 27JN33 6.68 FV RS 100 | Entities | GOI Securities | 2.03% |
| Brookfield India Real Estate Trust REIT | Real Estate | Real Estate Investment Trusts | 1.98% |
| India Grid Trust EQ | Industrials | Infrastructure Investment Trust | 1.96% |
| Others CBLO | Unspecified | CBLO | 1.78% |
| Zomato Ltd | Technology | Equity | 1.47% |
| Cigniti Technologies Ltd | Technology | Equity | 1.47% |
| Cummins India Ltd | Industrials | Equity | 1.44% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.40% |
| Bajaj Finserv Ltd | Financial | Equity | 1.12% |
| Raajmarg Infra Investment Trust | Industrials | Infrastructure Investment Trust | 1.11% |
| Steel Authority Of India Ltd | Materials | Equity | 0.97% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 0.96% |
| REC Ltd | Financial | Equity | 0.94% |
| Hindalco Industries Ltd | Materials | Equity | 0.93% |
| Page Industries Ltd | Consumer Discretionary | Equity | 0.91% |
| Nestle India Ltd | Consumer Staples | Equity | 0.87% |
| Citius TransNet Investment Trust | Industrials | Infrastructure Investment Trust | 0.87% |
| AU Small Finance Bank Ltd | Financial | Equity | 0.84% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 0.83% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LIMITED SR 652 8.19 NCD 26MR27 FVRS1LAC | Financial | Debenture | 0.83% |
| BAJAJ FINANCE LIMITED 7.3763 NCD 26JU28 FVRS1LAC | Financial | Debenture | 0.82% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25D 7.40 BD 29AP30 FVRS1LAC | Financial | Bonds | 0.82% |
| Adani Enterprises Ltd | Materials | Equity | 0.80% |
| Grasim Industries Ltd | Materials | Equity | 0.69% |
| Power Finance Corporation Ltd | Financial | Equity | 0.68% |
| Highways Infrastructure Trust | Industrials | Infrastructure Investment Trust | 0.66% |
| PNB Housing Finance Ltd | Financial | Equity | 0.65% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.62% |
| Titan Company Ltd | Consumer Discretionary | Equity | 0.61% |
| Bharat Electronics Ltd | Industrials | Equity | 0.59% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 0.58% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 0.55% |
| Biocon Ltd | Healthcare | Equity | 0.52% |
| Coforge Ltd | Technology | Equity | 0.50% |
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 0.48% |
| Angel One Ltd | Financial | Equity | 0.41% |
| POWER FINANCE CORPORATION LTD. SR 200 7.40 BD 08MY30 FVRS10LAC | Financial | Non Convertible Debenture | 0.41% |
| BAJAJ FINANCE LIMITED 7.11 NCD 10JL28 FVRS1LAC | Financial | Debenture | 0.41% |
| INDIAN RAILWAY FINANCE CORPORATION LIMITED SR 190 6.65 BD 20MY30 FVRS1LAC | Financial | Bonds | 0.40% |
| Knowledge Realty Trust | Real Estate | Real Estate Investment Trusts | 0.38% |
| Tata Steel Ltd | Materials | Equity | 0.36% |
| Sun Pharmaceutical Industries Ltd | Healthcare | Equity | 0.35% |
| Larsen & Toubro Ltd | Industrials | Equity | 0.34% |
| KPIT Technologies Ltd | Technology | Equity | 0.33% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.32% |
| NTPC Ltd | Energy & Utilities | Equity | 0.31% |
| GOVERNMENT OF INDIA 36789 182 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.29% |
| Jio Financial Services Limited | Financial | Equity | 0.29% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 0.29% |
| Oil & Natural Gas Corporation Ltd | Energy & Utilities | Equity | 0.26% |
| Infosys Ltd | Technology | Equity | 0.25% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 0.23% |
| Asian Paints Ltd | Materials | Equity | 0.22% |
| Muthoot Finance Ltd | Financial | Equity | 0.22% |
| Persistent Systems Ltd | Technology | Equity | 0.21% |
| Tech Mahindra Ltd | Technology | Equity | 0.21% |
| LTIMindtree Ltd | Technology | Equity | 0.20% |
| Tata Consultancy Services Ltd | Technology | Equity | 0.20% |
| Max Financial Services Ltd | Financial | Equity | 0.19% |
| DHFL VYSYA HOUSING FINANCE LIMITED EQ | Financial | Equity | 0.19% |
| Bandhan Bank Ltd | Financial | Equity | 0.18% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.18% |
| Pidilite Industries Ltd | Materials | Equity | 0.18% |
| Ambuja Cements Ltd | Materials | Equity | 0.17% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 0.16% |
| Cipla Ltd | Healthcare | Equity | 0.16% |
| National Aluminium Company Ltd | Materials | Equity | 0.16% |
| TD Power Systems Ltd | Industrials | Equity | 0.15% |
| Phoenix Mills Ltd | Real Estate | Equity | 0.15% |
| ITC Ltd | Consumer Staples | Equity | 0.15% |
| Ultratech Cement Ltd | Materials | Equity | 0.14% |
| Azad Engineering Ltd. | Industrials | Equity | 0.14% |
| Aditya Infotech Ltd. | Technology | Equity | 0.13% |
| Navin Fluorine International Ltd | Materials | Equity | 0.13% |
| The Federal Bank Ltd | Financial | Equity | 0.12% |
| Schloss Bangalore Ltd. | Consumer Discretionary | Equity | 0.12% |
| CARE Ratings Ltd | Industrials | Equity | 0.11% |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | Equity | 0.11% |
| Eureka Forbes Ltd | Consumer Discretionary | Equity | 0.11% |
| GE T&D India Ltd | Industrials | Equity | 0.10% |
| Fortis Healthcare Ltd | Healthcare | Equity | 0.10% |
| Poly Medicure Ltd | Healthcare | Equity | 0.10% |
| TBO Tek Ltd. | Consumer Discretionary | Equity | 0.10% |
| Interglobe Aviation Ltd | Industrials | Equity | 0.10% |
| Jyothy Labs Ltd | Consumer Staples | Equity | 0.09% |
| Ajax Engineering Ltd. | Industrials | Equity | 0.09% |
| PB Fintech Ltd | Financial | Equity | 0.09% |
| Dynamatic Technologies Ltd | Consumer Discretionary | Equity | 0.09% |
| Computer Age Management Services Ltd | Financial | Equity | 0.09% |
| Tube Investments Of India Ltd | Consumer Discretionary | Equity | 0.09% |
| Intellect Design Arena Ltd | Technology | Equity | 0.08% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 0.08% |
| Oil India Ltd | Energy & Utilities | Equity | 0.07% |
| City Union Bank Ltd | Financial | Equity | 0.07% |
| LatentView Analytics Ltd | Technology | Equity | 0.07% |
| KRN Heat Exchanger And Refrigeration Ltd. | Industrials | Equity | 0.06% |
| Indigo Paints Ltd | Materials | Equity | 0.06% |
| eClerx Services Ltd | Technology | Equity | 0.06% |
| Karur Vysya Bank Ltd | Financial | Equity | 0.06% |
| IIFL Wealth Management Ltd | Financial | Equity | 0.06% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.06% |
| Firstsource Solutions Ltd | Industrials | Equity | 0.06% |
| Info Edge (India) Ltd | Technology | Equity | 0.05% |
| Safari Industries (India) Ltd | Consumer Discretionary | Equity | 0.05% |
| Gillette India Ltd | Consumer Staples | Equity | 0.05% |
| Bajaj Finance Ltd | Financial | Equity | 0.04% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 0.04% |
| Indiqube Spaces Ltd. | Industrials | Equity | 0.04% |
| Rainbow Childrens Medicare Ltd | Healthcare | Equity | 0.02% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.02% |
| AIA Engineering Ltd | Industrials | Equity | 0.01% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.01% |
| Clean Max Enviro Energy Solutions Ltd. | Energy & Utilities | Equity | 0.00% |
| Vedanta Power Ltd. | Industrials | Equity | 0.00% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.00% |
| National Thermal Power Corp. Ltd Futures | Energy & Utilities | Futures | -0.02% |
| Net Payables | Unspecified | Net Payables | -0.08% |
| Federal Bank Ltd Futures | Financial | Futures | -0.12% |
| Ultratech Cement Ltd Futures | Materials | Futures | -0.14% |
| Tata Steel Ltd Futures | Materials | Futures | -0.14% |
| ITC Ltd Futures | Consumer Staples | Futures | -0.15% |
| Cipla Ltd Futures | Healthcare | Futures | -0.16% |
| Bandhan Bank Ltd Futures | Financial | Futures | -0.18% |
| Titan Company Ltd Futures | Consumer Discretionary | Futures | -0.19% |
| Jio Financial Services Limited | Financial | Futures | -0.29% |
| Apollo Hospitals Enterprise Ltd Futures | Healthcare | Futures | -0.32% |
| KPIT Technologies Ltd. $$ | Technology | Futures | -0.33% |
| Crompton Greaves Ltd Futures | Industrials | Futures | -0.34% |
| Angel One Ltd. | Financial | Futures | -0.42% |
| Power Finance Corpn. Ltd Futures | Financial | Futures | -0.48% |
| Biocon Ltd Futures | Healthcare | Futures | -0.52% |
| Cholamandalam Investment & Finance Co.Ltd Futures | Financial | Futures | -0.53% |
| SBI Cards & Payments Services Ltd Futures | Financial | Futures | -0.62% |
| Hindalco Industries Ltd Futures | Materials | Futures | -0.63% |
| PNB Housing Finance Ltd | Financial | Futures | -0.65% |
| Mahindra & Mahindra Ltd Futures | Consumer Discretionary | Futures | -0.67% |
| Grasim Industries Ltd Futures | Materials | Futures | -0.69% |
| Adani Enterprises Ltd Futures | Materials | Futures | -0.80% |
| AU Small Finance Bank Ltd Futures | Financial | Futures | -0.84% |
| Bajaj Finserv Ltd.delete Futures | Financial | Futures | -0.85% |
| Page Industries Ltd Futures | Consumer Discretionary | Futures | -0.92% |
| Rural Electrification Corpn. Ltd Futures | Financial | Futures | -0.95% |
| HDFC Life Insurance Co Ltd Futures | Financial | Futures | -0.97% |
| Zomato Ltd | Technology | Futures | -0.97% |
| Steel Authority Of India Ltd Futures | Materials | Futures | -0.97% |
| Reliance Industries Ltd Futures | Energy & Utilities | Futures | -1.42% |
| Cummins India Ltd Futures | Industrials | Futures | -1.44% |
| Kotak Mahindra Bank Ltd Futures | Financial | Futures | -1.47% |
| N I I T Technologies Ltd Futures | Technology | Futures | -1.74% |
| Maruti Suzuki India Ltd Futures | Consumer Discretionary | Futures | -1.94% |
| T V S Motor Co. Ltd Futures | Consumer Discretionary | Futures | -2.11% |
| SBI Life Insurance Company Limited | Financial | Futures | -2.12% |
| Axis Bank Ltd Futures | Financial | Futures | -2.44% |
| State Bank of India Futures | Financial | Futures | -2.57% |
| Bharti Airtel Ltd Futures | Technology | Futures | -3.05% |
| ICICI Bank Ltd Futures | Financial | Futures | -3.27% |
| Idea Cellular Ltd Futures | Technology | Futures | -3.39% |
| HDFC Bank Ltd Futures | Financial | Futures | -5.62% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +0.1% | -0.6% | +6.6% | +12.0% |
| Category average (Hybrid Equity Savings) | -- | -- | +5.9% | -- |
| Rank (Hybrid Equity Savings) | 10 | 8 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Nil
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) | |
|---|---|---|---|---|
 | +9.95% | +12.85% | 1,016.10 | |
 | +5.47% | +10.37% | 1,313.18 | |
 | +3.29% | +9.57% | 10,031.57 | |
 | +1.67% | +9.36% | 5,642.66 | |
 | +2.05% | +7.23% | 16,732.92 | |
| Compare | ||||
Fund management
RMRamesh MantriFeb 2025 - PresentView details
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Ramesh Mantri
Feb 2025 - Present
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PBPiyush BaranwalFeb 2025 - PresentView details
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Piyush Baranwal
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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
Feb 2025 - Present
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AAAshish AgrawalFeb 2025 - PresentView details
AA
Ashish Agrawal
Feb 2025 - Present
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BPBhavin PatadiaFeb 2025 - PresentView details
BP
Bhavin Patadia
Feb 2025 - Present
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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. Ramesh Mantri is the Current Fund Manager of WhiteOak Capital Equity Savings Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹36,503 Cr and the Latest NAV as of 10 Jun 2026 is ₹11.21.
The WhiteOak Capital Equity Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
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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₹36,502.59 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,