WhiteOak Capital Digital Bharat Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is BHARTI AIRTEL LTD with a portfolio weight of 17.85% .
The fund currently owns more than 43 stocks.
The top 10 holdings account for 60.81% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.88% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.62% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Communication Services |
17.85%
|
|
| 2 |
10.54%
|
||
| 3 | E-Commerce/E-Retail |
7.31%
|
|
| 4 | IT Consulting & Software |
4.92%
|
|
| 5 | Internet & Catalogue Retail |
4.02%
|
|
| 6 | Financial Technologies (Fintech) |
4.01%
|
|
| 7 | Information Technology |
3.24%
|
|
| 8 | Information Technology |
3.15%
|
|
| 9 | Information Technology |
3.09%
|
|
| 10 | IT Enabled Services |
2.68%
|
|
| 11 | IT Consulting & Software |
2.64%
|
|
| 12 | Information Technology |
2.63%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Sectoral/Thematic
Launch Date: 20 Sep 2024
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Digital Bharat Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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