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Assess Your Risk Tolerance
We will ask you a set of questions to get to know you!
Step 2: When you invest your money, you are:
Assess Your Risk Tolerance
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Step 3: If the market lost 25% in the last few months, and your investments
also suffered the same - what would be your first impulse?
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Step 4: Have you ever invested in shares or mutual funds? If yes, for how many years?
Assess Your Risk Tolerance
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Step 5: To obtain a return of more than what you would receive
as a bank fixed deposit, you must take risks.
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Step 6: How do you react to the idea of investments?
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WhiteOak Capital Equity Savings Fund Regular Plan Growth
Invest Now
Fund Manager: Ramesh Mantri |
Hybrid: Equity Savings |
NIFTY Equity Savings TRI
NAV as on 28-11-2025
AUM as on 31-10-2025
Rtn ( Since Inception )
12.6%
Inception Date
Mar 12, 2025
Expense Ratio
2.04%
Fund Status
Open Ended Scheme
Min. Investment
500
Min. Topup
500
Min. SIP Amount
100
Risk Status
moderate
Investment Objective : The primary objective of the Scheme to provide capital appreciation by investing in Equity and equity related instruments, Arbitrage opportunities, and Debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 4.07 | 7.51 | 0.0 | 0.0 | 0.0 | 0.0 |
| AK Equity Savings TRI | 3.63 | 3.91 | 8.81 | 9.85 | 9.8 | 9.56 |
| Hybrid: Equity Savings | 2.77 | 3.92 | 6.75 | 9.86 | 9.69 | 8.15 |
| Rank within Category | 4 | 1 | ||||
| Number of Funds within Category | 25 | 23 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| WhiteOak Capital Equity Savings Fund Regular Plan Growth | 193.22 | 2.04 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss Equity Savings Fund - Regular Plan - Growth Option | 1,028.21 | 1.51 | 9.39 | 10.92 | 10.34 | 9.18 |
| Aditya Birla Sun Life Equity Savings Fund - Regular Plan - Growth | 920.98 | 1.04 | 9.16 | 9.22 | 8.54 | 8.13 |
| Mirae Asset Equity Savings Fund- Regular Plan- Growth | 1,732.38 | 1.36 | 8.53 | 11.03 | 11.24 | 0.0 |
| ICICI Prudential Equity Savings Fund - Cumulative option | 16,994.08 | 0.98 | 8.25 | 8.87 | 9.15 | 8.36 |
| UTI Equity Savings Fund - Regular Plan - Growth Option | 746.37 | 1.64 | 7.92 | 10.6 | 11.19 | 0.0 |
| LIC MF Equity Savings Fund-Regular Plan-Growth | 30.8 | 2.34 | 7.7 | 9.14 | 8.91 | 7.02 |
| Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth | 270 | 2.5 | 7.63 | 10.21 | 8.48 | 0.0 |
| Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Growth Option | 1,171.27 | 2.14 | 7.62 | 11.2 | 10.73 | 8.75 |
| Kotak Equity Savings Fund - Regular - Growth | 9,022.96 | 1.75 | 7.18 | 11.61 | 11.03 | 9.57 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Hybrid: Equity Savings | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.