WhiteOak Capital Equity Savings Fund
Current Fund Size :
N.A.
₹11.04
NAV
10.43%
Overall Return
-0.28%
1-Day Change
0.43%
Expense Ratio
₹ 137 Cr
AUM (Fund Size)
7+ mos
Fund Age
Investment Policy
Benchmark
NIFTY Equity Savings TRI
Risk Level
Moderate Risk
Min. Investment
SIP: ₹500 & Lumpsum: ₹1000
Exit Load
0.25%
Lock-in Period
Nil
Capital Gains Tax Rules (Equity)
STCG (Before 1 Year)
Returns taxed at 20% if you redeem before 1 year
LTCG (After 1 Year)
After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Age of Fund
7 m since Feb 25, 2025
Current Value (Example)
N.A.
Returns Ratio
N/A
Peer Comparison: Returns & Risk Ratios
| # | Fund Name | Annualized Returns | Risk Ratios | Other Details | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | Std. Deviation | Beta | Sharpe Ratio | Sortino Ratio | AUM | Fund Age | Expense Ratio | ||
| 1 | WhiteOak Capital Equity Savings Fund | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | N.A. | 137 Cr | 7 m | 0.43% |
| 2 | Edelweiss Equity Savings Fund | 7.02% | 12.76% | 12.12% | 3.74 | 0.47 | 1.38 | 1.98 | 843 Cr | 11 yrs | 0.56% |
| 3 | Kotak Equity Savings Fund | 4.63% | 13.25% | 12.75% | 5.08 | 0.65 | 1.08 | 1.42 | 8,487 Cr | 11 yrs | 0.66% |
| 4 | UTI Equity Savings Fund | 3.74% | 12.04% | 12.88% | 4.35 | 0.57 | 1.00 | 1.61 | 714 Cr | 7 yrs 1 m | 0.66% |
| 5 | Sundaram Equity Savings Fund | 4.09% | 13.43% | 13.17% | 5.35 | 0.66 | 1.06 | 1.98 | 1,140 Cr | 12 yrs 8 m | 0.61% |
| 6 | HSBC Equity Savings Fund | 4.48% | 14.52% | 14.57% | 7.32 | 0.61 | 0.99 | 0.97 | 671 Cr | 12 yrs 8 m | 0.66% |
Trailing Returns vs. Category Average
| # | Period | Fund Return | Category Average |
|---|---|---|---|
| 1 | 1 Month | 1.48% | 0.73% |
| 2 | 3 Months | 3.37% | 0.57% |
| 3 | 6 Months | 8.36% | 5.11% |
Related Funds
| # | Fund Name | AUM | Return 1y | Return 5y | url |
|---|---|---|---|---|---|
| 1 | WhiteOak Capital Multi Asset Allocation Fund | 3,422 Cr | 14.27% | N.A. | View Detail |
| 2 | WhiteOak Capital Balanced Advantage Fund | 1,812 Cr | 4.03% | N.A. | View Detail |
| 3 | WhiteOak Capital Balanced Hybrid Fund | 215 Cr | 3.05% | N.A. | View Detail |
| 4 | WhiteOak Capital Arbitrage Fund | 586 Cr | 7.49% | N.A. | View Detail |
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