WhiteOak Capital Arbitrage Fund Direct growth

Equity • Arbitrage • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Arbitrage

Direct growth

Launched On
09 Sep 2024
0.4 years ago
Lock-in Period
No lock-in
NAV
as of 07 Feb 2025
₹10.32
+0.0291% (0.10)
AUM
₹134 Cr
Expense ratio
0.43%
Benchmark
NIFTY 50 Arbitrage
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 7D

0.25%

If units sold after 7D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

21.96%
Consumer Cyclical

Consumer Cyclical

15.65%
Basic Materials

Basic Materials

14.49%
Energy

Energy

12.22%
Industrials

Industrials

8.88%

Fund House

WhiteOak

WhiteOak

Inc: 16 Jan 2019 • Total AUM: ₹15,788 Cr • Rank #29
WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.

Fund Managers

Piyush Baranwal

Experience: 6.06 yrs • Total AUM: 72,568 Cr

Ramesh Mantri

Experience: 2.51 yrs • Total AUM: 60,101 Cr

Bhavin Patadia

Experience: 1.94 yrs • Total AUM: 268 Cr

Ashish Agarwal

Experience: 0.43 yrs • Total AUM: 268 Cr

Risk

Category risk
Very low
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.