WhiteOak Capital Equity Savings Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Equity Savings funds is 44.96% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.04% .
The fund currently owns more than 133 stocks.
The top 10 holdings account for 41.40% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 15.51% | 0.69% |
| 2 Year Return | N/A | 9.26% |
| 3 Year Return | N/A | 20.16% |
| 4 Year Return | N/A | 33.12% |
| 5 Year Return | N/A | 44.96% |
| 6 Year Return | N/A | 64.25% |
| 7 Year Return | N/A | 77.49% |
| Expense Ratio | 0.74% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.04%
|
|
| 2 | Finance - Banks - Private Sector |
5.37%
|
|
| 3 |
5.31%
|
||
| 4 |
5.17%
|
||
| 5 | Communication Services |
3.87%
|
|
| 6 | Communication Services |
3.03%
|
|
| 7 |
2.96%
|
||
| 8 | IT Consulting & Software |
2.77%
|
|
| 9 | Real Estate Investment Trusts (REIT) |
2.70%
|
|
| 10 | Industrials |
2.18%
|
|
| 11 |
2.16%
|
||
| 12 | Financials |
2.15%
|
AMC: WHITEOAKCAPITAL
Category: Hybrid • Equity Savings
Launch Date: 25 Feb 2025
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Equity Savings Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Hybrid 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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