WhiteOak Capital Quality Equity Fund Direct Growth

Launch date08 Jan 2025
Allotment date29 Jan 2025
End date22 Jan 2025
NAV₹10.00

Expense ratio, exit load and tax

Expense ratio: 1.09%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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%.

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Minimum investment amounts

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

Fund management

Piyush Baranwal
Jan 2025 - Present
View details

Fund house & investment objective

Rank (total assets)--
Total AUM₹32,442.06Cr
Date of Incorporation03 Jul 2018

WhiteOak Capital Quality Equity 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. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Quality Equity Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹32,442 Cr and the Latest NAV as of 08 May 2026 is ₹10.19. The WhiteOak Capital Quality Equity Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500. ;

Investment Objective

The scheme seeks to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. There is no assurance that the investment objective of the Scheme will be achieved. ;

Fund benchmarkBSE Quality 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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