| Launch date | 25 Feb 2025 |
| Allotment date | 12 Mar 2025 |
| End date | 05 Mar 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: 0.85%
Inclusive of GST
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
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 BaranwalFeb 2025 - PresentView details
Ashish AgrawalFeb 2025 - PresentView details
Bhavin PatadiaFeb 2025 - PresentView details
Ramesh MantriFeb 2025 - PresentView details
Trupti AgrawalFeb 2025 - PresentView details
Dheeresh PathakFeb 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | -- |
|---|---|
| Total AUM | ₹33,884.45Cr |
| Date of Incorporation | 03 Jul 2018 |
|---|
WhiteOak Capital Equity Savings Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹33,884 Cr and the Latest NAV as of 08 Apr 2026 is ₹11.32. The WhiteOak Capital Equity Savings Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. ;
Investment Objective
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. ;
| Fund benchmark | NIFTY Equity Savings Total Return Index |
|---|
Fund house contact details
Peer Comparison
| Hybrid, Equity Savings funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Edelweiss Equity Savings Fund Direct Growth | 5 | 9.1% | 12.1% | 1,269.88 |
Kotak Equity Savings Fund Direct Growth | 4 | 8.5% | 11.8% | 9,853.13 |
DSP Equity Savings Fund Direct Growth | 4 | 4.8% | 10.4% | 3,758.43 |
ICICI Prudential Equity Savings Fund Direct Growth | 5 | 5.9% | 8.4% | 18,027.21 |
Bandhan Equity Savings Fund Direct Growth | 4 | 5.2% | 8.3% | 414.19 |