WhiteOak Capital Equity Savings Fund

Fund Overview

NAV (11 May 26)

11.21

AUM (in Cr)

1 Year CAGR

% 8.65

Risk Level

Moderately High

Fund Performance

Name	1 Month%	3 Month%	6 Month%	1 Year%	3 Year%	5 Year%
WhiteOak Capital Equity Savings Fund WhiteOak Capital Equity Savings Fund	0.94	-0.35	1.28	8.65
Equity Savings Equity Savings	0.71	-0.64	0.47	5.72	11.31	9.58

Scheme Information

Expense Ratio

% 2.11

Benchmark

AUM

Inception Date

25 Feb 2025

Turnover Ratio

Exit Load

Nil

Asset Class

Hybrid

WhiteOak Capital Mutual Fund

Total AUM

₹ 33023.59

No. of Schemes under this AMC

Phone

69187607

customerservice@whiteoakinvestors.com

Incorporation Date

7/3/2018

Address

Unit No. B4, 6th Floor, Cnergy,, Appasaheb Marathe Marg,, Prabhadevi,

Mumbai - 400025

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