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WhiteOak Capital Equity Savings Fund - Regular (G)

Equity Savings • OPEN
NAV as of May 12, 2026
₹11.17
1 day change
Returns since inception
10.04%
CAGR
AUM (Fund size)
₹242 Cr
NAV: ₹ 11.17
as on May 12, 2026
WhiteOak Capital Equity Savings Fund - Regular (G)

WhiteOak Capital Equity Savings Fund - Regular (G) Overview

AUM (Fund size) ₹ 242 Cr
Expense ratio 3.06 %
Exit load Nil
Plan type Regular Fund
Risk Moderately High
Lock-in Period Nil
Benchmark NIFTY Equity Savings Index TRI
Min. investment SIP: ₹100    Lumpsum: ₹500
Age 1 yrs 2 m since Feb 25, 2025
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
25.97%
Banks
20.41%
Automobiles
6.11%
Telecom-Services
6.00%
Finance
4.70%

Top Holdings

HDFC Bank 7.13%
C C I 6.88%
GSEC2032 6.28 6.13%
ICICI Bank 4.17%
Bharti Airtel 3.95%
SBI 3.05%
Axis Bank 2.87%
GSEC2030 6.01 2.76%
Nexus Select 2.51%
GSEC2040 6.68 2.45%

Scheme Information

WhiteOak Capital Equity Savings Fund - Regular (G) was launched on 25/02/2025. The fund manages ₹242 Cr in assets. Its current expense ratio is 3.06%.

Fund Manager: Ramesh Mantri

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FAQs on WhiteOak Capital Equity Savings Fund - Regular (G)

The current expense ratio of WhiteOak Capital Equity Savings Fund - Regular (G) is 3.06%.

The AUM of WhiteOak Capital Equity Savings Fund - Regular (G) is ₹242 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, WhiteOak Capital Equity Savings Fund - Regular (G) allows both SIP and lump sum investments.

The latest NAV is ₹11.17.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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