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WOC Equity Savings Fund-Reg(G)

FAQ : WhiteOak Capital Equity Savings Fund - Regular Plan - Growth

WhiteOak Capital Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 2.79 N/A N/A N/A
Average Rolling Returns(%) 7.54 N/A N/A N/A

The Current NAV of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is ₹11.66.

It is better to invest in a fund with a longer track record as WhiteOak Capital Equity Savings Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

WhiteOak Capital Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.00%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is currently ₹270 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Vodafone Idea and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 36% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth fund are BFSI, Others and Telecom accounting for 71% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth Fund is Hybrid - Equity Savings.

Ramesh Mantri and Dheeresh Pathak manage the WhiteOak Capital Equity Savings Fund - Regular Plan - Growth Fund.

WhiteOak Capital Equity Savings Fund - Regular Plan - Growth current PE ratio is 30.59 and PB ratio is 4.75

The asset allocation of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is Stocks : 66.45%, Debt : 25.67% and Gold : 7.91%

The minimum SIP amount for WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is NIL