WhiteOak Capital Diversified Equity Small Cap Active FoF Direct Growth

Launch date28 Sep 2026
Allotment date19 Oct 2026
End date12 Oct 2026
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: --

Inclusive of GST

Exit load

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

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

--

Understand terms

Minimum investment amounts

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

Fund management

Nikunj Sampat
Sep 2026 - Present
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Education
MBA (Finance)
Experience
Prior to joining WhiteOak Capital AMC, he was associated with LKP Securities Ltd.
Also manages these schemes

Bhavin Patadia
Sep 2026 - Present
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Education
Mr. Patadia is MFM and B.E. (Computer Engg.), MBA in Financial Management
Experience
Prior to Joining WhiteOak Capital Asset Management Limited, he has worked with Edelweiss MUtual Fund IDFC Mutual Fund, Standard Chartered Securities as Fund Manager in PMS activities and Angel Broking Ltd. in Equity research.
Also manages these schemes

Fund house & investment objective

Rank (total assets)--
Total AUM₹46,591.86Cr
Date of Incorporation03 Jul 2018

WhiteOak Capital Diversified Equity Small Cap Active FoF Direct Growth is a -- Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Ashish Agrawal is the Current Fund Manager of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹46,592 Cr and the Latest NAV as of 28 Sep 2026 is ₹10.00. The WhiteOak Capital Diversified Equity Small Cap Active FoF 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 year. ;

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in units of equity oriented small cap mutual fund schemes. ;

Fund benchmarkNIFTY Smallcap 250 Total Return Index

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
1800 266 3060
Launch Date
03 Jul 2018
E-mail
--

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