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WhiteOak Capital Quality Equity Fund Direct growth
Equity • Other • Direct growth
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Other
Direct growth
Launched On
29 Jan 2025
0.6 years ago
Lock-in Period
No lock-in
NAV
as of 05 Sep 2025
₹10.66
-0.1966% (0.00)
AUM
₹569 Cr
Expense ratio
0.58%
Benchmark
BSE Quality
Fund Plan
Tax info and exit load
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
Asset split
Market capital
Equity88.91%
Cash11.09%
What's in this fund?
Sectors
Holdings
Financial Services
Consumer Cyclical
Technology
Healthcare
Consumer Defensive
Fund House
WhiteOak
Inc: 16 Jan 2019 • Total AUM: ₹23,606 Cr • Rank #27WhiteOak 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: 6.63 yrs • Total AUM: 1,05,532 Cr
Ramesh Mantri
Experience: 3.08 yrs • Total AUM: 87,024 Cr
Trupti Agrawal
Experience: 3.06 yrs • Total AUM: 85,886 Cr
Dheeresh Pathak
Experience: 1.58 yrs • Total AUM: 85,886 Cr
Ashish Agrawal
Experience: yrs • Total AUM: 85,658 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'.
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