WhiteOak Capital Mutual Fundimage

WhiteOak Capital Equity Savings Fund

HybridEquity SavingsGrowth

Fund Overview

NAV (16 Sep 25)

10.96

AUM (in Cr)

-

6 Months Returns

% 9.39

Risk Level 

Moderately High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
WhiteOak Capital Equity Savings Fund
0.90
4.21
9.39
Equity Savings
1.20
1.90
13.11
10.76
12.09
11.73

Scheme Information

Expense Ratio
% 2.02
Benchmark
-
AUM
-
Inception Date
25 Feb 2025
Turnover Ratio
-
Exit Load
"Nil Exit load - for 10% of the units purchased or switched-in on or before 7 days from the date of allotment. All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load. 0.25% - if Units are redeemed/switched-out on or before 7 days from the date of allotment. Nil - if redeemed after 7 days from the date of allotment."
Asset Class
Hybrid
amc-logo

WhiteOak Capital Mutual Fund

Total AUM

₹ 16607.11

No. of Schemes under this AMC

19

Phone

69187607

Email

customerservice@whiteoakinvestors.com

Incorporation Date

7/3/2018

Address

Unit No. B4, 6th Floor, Cnergy,, Appasaheb Marathe Marg,, Prabhadevi,

Mumbai - 400025

WhiteOak Capital Mutual Fundimage

WhiteOak Capital Equity Savings Fund

HybridEquity Savings
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