WhiteOak Capital Digital Bharat Fund Direct growth

Equity • Technology • Direct growth

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Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Technology

Direct growth

Launched On
11 Oct 2024
1 years ago
Lock-in Period
No lock-in
NAV
as of 09 Oct 2025
₹10.56
+0.4472% (0.10)
AUM
₹364 Cr
Expense ratio
0.61%
Benchmark
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 1M

1%

If units sold after 1M

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Technology

Technology

41.54%
Communication Services

Communication Services

22.21%
Consumer Cyclical

Consumer Cyclical

20.13%
Financial Services

Financial Services

7.78%
Industrials

Industrials

4.29%

Fund House

WhiteOak

WhiteOak

Inc: 16 Jan 2019 • Total AUM: ₹23,906 Cr • Rank #28
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: 6.72 yrs • Total AUM: 1,06,242 Cr

Ramesh Mantri

Experience: 3.18 yrs • Total AUM: 88,636 Cr

Trupti Agrawal

Experience: 3.15 yrs • Total AUM: 87,498 Cr

Dheeresh Pathak

Experience: 1.67 yrs • Total AUM: 87,498 Cr

Ashish Agrawal

Experience: yrs • Total AUM: 87,270 Cr

Risk

Category risk
Very high
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.