Hybrid
Equity Savings
Moderate Risk
WhiteOak Capital Equity Savings Fund
NAV : ₹ 11.225 as of 17 December, 2025
Overview
₹ 197.61 Cr
Fund size
₹ 100
Min SIP
₹ 500
Lumpsum
25 February 2025
Launch date
Growth
Fund plan
Regular
Scheme type
Top Holdings
HDFC Bank Ltd. | 6.00% |
State Bank of India | 4.64% |
ICICI Bank Ltd. | 4.31% |
Tata Consultancy Services Ltd. | 3.05% |
Vodafone Idea Ltd. | 2.67% |
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Equity Holding(s) Distribution
Other Scheme Info
Expense Ratio
Inclusive of GST
2.04%
Stamp Duty
0.005%
Exit Load
Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
0
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Peer Analysis
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WhiteOak Capital Equity Savings Fund Managers
List of WhiteOak Capital Mutual Fund's top performing schemes
24.15% | |
18.20% | |
16.72% | |
Fund House
WhiteOak Capital Mutual Fund
Total AUM: 30843.33Cr
WhiteOak Capital Mutual Fund is overseen by WhiteOak Capital Asset Management Limited, a division of the White Oak Capital Group. Founded in June 2017 under the guidance of Mr. Prashant Khemka, White Oak has garnered substantial Foreign Portfolio Investment inflows into India over the past three years. The firm operates in multiple locations, including India, Singapore, Mauritius, the United Kingdom, and Switzerland. As of November 2025, the Assets Under Management (AUM) of the fund house amounted to Rs. 30,843.32 crores.
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Kotak Neo: AMFI-registered Mutual Fund Distributor
FAQ for WhiteOak Capital Equity Savings Fund
Start SIP with just Rs.100
Start SIP with just Rs.100