| Launch date | 20 Sep 2024 |
| Allotment date | 11 Oct 2024 |
| End date | 04 Oct 2024 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.66%
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 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹100 |
Fund management
Piyush BaranwalSep 2024 - PresentView details
Ramesh MantriSep 2024 - PresentView details
Fund house & investment objective
| Rank (total assets) | NA |
|---|---|
| Total AUM | ₹11,878.38Cr |
| Date of Incorporation | 03 Jul 2018 |
|---|
WhiteOak Capital Digital Bharat Fund Direct Growth is a Equity 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 Digital Bharat Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,878 Cr and the Latest NAV as of 20 Dec 2024 is ₹10.69. The WhiteOak Capital Digital Bharat Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit load of 1%, if redeemed within 1 month. ;
Investment Objective
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. ;
| Fund benchmark | BSE Teck Total Return Index |
|---|