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WhiteOak Capital Equity Savings Fund Growth
NAV: 21 May '26
₹11.19
Min. for SIP
₹100
Fund size (AUM)
₹242.08 Cr
Expense ratio
3.03%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,061 | +0.41% | |
| 6 months | ₹30,000 | ₹30,021 | +0.07% | |
| 1 year | ₹60,000 | ₹61,044 | +1.74% |
Holdings (173)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 7.10% |
| GOI | Sovereign | GOI Sec | 5.80% |
| ICICI Bank Ltd. | Financial | Equity | 5.09% |
| Bharti Airtel Ltd. | Communication | Equity | 4.09% |
| Vodafone Idea Ltd. | Communication | Equity | 3.38% |
| State Bank of India | Financial | Equity | 3.09% |
| GOI | Sovereign | GOI Sec | 2.63% |
| Axis Bank Ltd. | Financial | Equity | 2.54% |
| Nexus Select Trust | Construction | REITs | 2.44% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.35% |
| GOI | Sovereign | GOI Sec | 2.34% |
| Embassy Office Parks REIT | Construction | REITs | 2.25% |
| SBI Life Insurance Company Ltd. | Insurance | Equity | 2.17% |
| TVS Motor Company Ltd. | Automobile | Equity | 2.10% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.09% |
| Reliance Industries Ltd. | Energy | Equity | 2.09% |
| GOI | Sovereign | GOI Sec | 2.04% |
| GOI | Sovereign | GOI Sec | 2.03% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 1.98% |
| IndiGrid Infrastructure Trust | Capital Goods | InvITs | 1.96% |
| Eternal Ltd. | Services | Equity | 1.47% |
| Cigniti Technologies Ltd. | Technology | Equity | 1.47% |
| Cummins India Ltd. | Capital Goods | Equity | 1.44% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.40% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.12% |
| Raajmarg Infra Investment Trust | Construction | InvITs | 1.11% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 0.97% |
| HDFC Life Insurance Co Ltd. | Insurance | Equity | 0.96% |
| REC Ltd. | Financial | Equity | 0.94% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.93% |
| Page Industries Ltd. | Textiles | Equity | 0.91% |
| Nestle India Ltd. | Consumer Staples | Equity | 0.87% |
| Citius TransNet Investment Trust | Construction | InvITs | 0.87% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.84% |
| GOI | Sovereign | GOI Sec | 0.83% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Debenture | 0.83% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.82% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.82% |
| Adani Enterprises Ltd. | Services | Equity | 0.80% |
| Grasim Industries Ltd. | Construction | Equity | 0.69% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.68% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.66% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.65% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.62% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 0.61% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.59% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.58% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.55% |
| Biocon Ltd. | Healthcare | Equity | 0.52% |
| Coforge Ltd. | Technology | Equity | 0.50% |
| GOI | Sovereign | GOI Sec | 0.48% |
| Angel One Ltd. | Financial | Equity | 0.41% |
| Power Finance Corporation Ltd. | Financial | NCD | 0.41% |
| Bajaj Finance Ltd. | Financial | Debenture | 0.41% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.40% |
| Knowledge Realty Trust | Construction | REITs | 0.38% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.36% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.35% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.34% |
| KPIT Technologies Ltd. | Technology | Equity | 0.33% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 0.32% |
| NTPC Ltd. | Energy | Equity | 0.31% |
| Reserve Bank of India | Financial | T-Bills | 0.29% |
| JIO Financial Services Ltd. | Financial | Equity | 0.29% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.29% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.26% |
| Infosys Ltd. | Technology | Equity | 0.25% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.23% |
| Asian Paints Ltd. | Chemicals | Equity | 0.22% |
| Muthoot Finance Ltd. | Financial | Equity | 0.22% |
| Persistent Systems Ltd. | Technology | Equity | 0.21% |
| Tech Mahindra Ltd. | Technology | Equity | 0.21% |
| LTM Limited | Technology | Equity | 0.20% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.20% |
| Max Financial Services Ltd. | Financial | Equity | 0.19% |
| Aadhar Housing Finance Ltd | Financial | Equity | 0.19% |
| Bandhan Bank Ltd. | Financial | Equity | 0.18% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.18% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.18% |
| Ambuja Cements Ltd. | Construction | Equity | 0.17% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.16% |
| Cipla Ltd. | Healthcare | Equity | 0.16% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 0.16% |
| TD Power Systems Ltd. | Capital Goods | Equity | 0.15% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.15% |
| ITC Ltd. | Consumer Staples | Equity | 0.15% |
| Ultratech Cement Ltd. | Construction | Equity | 0.14% |
| Azad Engineering Ltd. | Capital Goods | Equity | 0.14% |
| Aditya Infotech Ltd. | Communication | Equity | 0.13% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.13% |
| The Federal Bank Ltd. | Financial | Equity | 0.12% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.12% |
| Care Ratings Ltd. | Services | Equity | 0.11% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | Equity | 0.11% |
| Eureka Forbes Ltd. | Metals & Mining | Equity | 0.11% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.10% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 0.10% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.10% |
| TBO Tek Ltd. | Services | Equity | 0.10% |
| Interglobe Aviation Ltd. | Services | Equity | 0.10% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.09% |
| Ajax Engineering Ltd. | Capital Goods | Equity | 0.09% |
| PB Fintech Ltd. | Services | Equity | 0.09% |
| Dynamatic Technologies Ltd. | Automobile | Equity | 0.09% |
| Computer Age Management Services Ltd. | Services | Equity | 0.09% |
| Tube Investments Of India Ltd. | Automobile | Equity | 0.09% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.08% |
| Kirloskar Oil Engines Ltd. | Capital Goods | Equity | 0.08% |
| Oil India Ltd. | Energy | Equity | 0.07% |
| City Union Bank Ltd. | Financial | Equity | 0.07% |
| Latent View Analytics Ltd. | Technology | Equity | 0.07% |
| KRN Heat Exchanger And Refrigeration Ltd. | Capital Goods | Equity | 0.06% |
| Indigo Paints Ltd. | Chemicals | Equity | 0.06% |
| eClerx Services Ltd. | Services | Equity | 0.06% |
| Karur Vysya Bank Ltd. | Financial | Equity | 0.06% |
| 360 One Wam Ltd. | Financial | Equity | 0.06% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.06% |
| Firstsource Solutions Ltd. | Services | Equity | 0.06% |
| Info Edge (India) Ltd. | Services | 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% |
| SJS Enterprises Ltd. | Automobile | Equity | 0.04% |
| Indiqube Spaces Ltd. | Services | Equity | 0.04% |
| Rainbow Children's Medicare Ltd. | Healthcare | Equity | 0.02% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.02% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.01% |
| Vedanta Oil and Gas Ltd. | Energy | Equity | 0.01% |
| Clean Max Enviro Energy Solutions Ltd. | Energy | Equity | 0.00% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.00% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.00% |
| NTPC Ltd. | Energy | Futures | -0.02% |
| The Federal Bank Ltd. | Financial | Futures | -0.12% |
| Ultratech Cement Ltd. | Construction | Futures | -0.14% |
| Tata Steel Ltd. | Metals & Mining | Futures | -0.14% |
| ITC Ltd. | Consumer Staples | Futures | -0.15% |
| Cipla Ltd. | Healthcare | Futures | -0.16% |
| Bandhan Bank Ltd. | Financial | Futures | -0.18% |
| Titan Company Ltd. | Consumer Discretionary | Futures | -0.19% |
| JIO Financial Services Ltd. | Financial | Futures | -0.29% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Futures | -0.32% |
| KPIT Technologies Ltd. | Technology | Futures | -0.33% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Futures | -0.34% |
| Angel One Ltd. | Financial | Futures | -0.42% |
| Power Finance Corporation Ltd. | Financial | Futures | -0.48% |
| Biocon Ltd. | Healthcare | Futures | -0.52% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Futures | -0.53% |
| SBI Cards And Payment Services Ltd. | Financial | Futures | -0.62% |
| Hindalco Industries Ltd. | Metals & Mining | Futures | -0.63% |
| PNB Housing Finance Ltd. | Financial | Futures | -0.65% |
| Mahindra & Mahindra Ltd. | Automobile | Futures | -0.67% |
| Grasim Industries Ltd. | Construction | Futures | -0.69% |
| Adani Enterprises Ltd. | Services | Futures | -0.80% |
| AU Small Finance Bank Ltd. | Financial | Futures | -0.84% |
| Bajaj Finserv Ltd. | Financial | Futures | -0.85% |
| Page Industries Ltd. | Textiles | Futures | -0.92% |
| REC Ltd. | Financial | Futures | -0.95% |
| HDFC Life Insurance Co Ltd. | Insurance | Futures | -0.97% |
| Eternal Ltd. | Services | Futures | -0.97% |
| Steel Authority Of India Ltd. | Metals & Mining | Futures | -0.97% |
| Reliance Industries Ltd. | Energy | Futures | -1.42% |
| Cummins India Ltd. | Capital Goods | Futures | -1.44% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | -1.47% |
| Coforge Ltd. | Technology | Futures | -1.74% |
| Maruti Suzuki India Ltd. | Automobile | Futures | -1.94% |
| TVS Motor Company Ltd. | Automobile | Futures | -2.11% |
| SBI Life Insurance Company Ltd. | Insurance | Futures | -2.12% |
| Axis Bank Ltd. | Financial | Futures | -2.44% |
| State Bank of India | Financial | Futures | -2.57% |
| Bharti Airtel Ltd. | Communication | Futures | -3.05% |
| ICICI Bank Ltd. | Financial | Futures | -3.27% |
| Vodafone Idea Ltd. | Communication | Futures | -3.39% |
| HDFC Bank Ltd. | 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 | -0.8% | +0.2% | +7.0% | +11.9% |
| Category average (Hybrid Equity Savings) | -- | -- | +5.9% | -- |
| Rank (Hybrid Equity Savings) | 13 | 9 | 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) | |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Growth | +6.64% | +10.88% | 1,313.18 | |
Kotak Equity Savings Fund Growth | +4.90% | +10.31% | 10,031.57 | |
UTI Equity Savings Fund Growth | +2.51% | +9.12% | 820.50 | |
DSP Equity Savings Fund Growth | +1.66% | +9.05% | 3,541.41 | |
ICICI Prudential Equity Savings Fund Growth | +2.91% | +7.54% | 16,868.08 | |
| Compare | ||||
Fund management
RMRamesh MantriFeb 2025 - PresentView details
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Ramesh Mantri
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Piyush Baranwal
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Trupti Agrawal
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DPDheeresh PathakFeb 2025 - PresentView details
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Dheeresh Pathak
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AAAshish AgrawalFeb 2025 - PresentView details
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Ashish Agrawal
Feb 2025 - Present
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BPBhavin PatadiaFeb 2025 - PresentView details
BP
Bhavin Patadia
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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 21 May 2026 is ₹11.19.
The WhiteOak Capital Equity Savings Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
;
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,