QUICK FUND SUMMARY
WhiteOak Capital Arbitrage Fund Growth is a hybrid mutual fund managing assets worth ₹396.49 Cr. The current NAV is ₹11.25 as of Jul 20. It has delivered a maximum CAGR of 6.52%. Investors can start with a minimum SIP amount of ₹100.
WhiteOak Capital Arbitrage Fund Details
Fund Size | ₹396.49 Cr |
Type | Hybrid: Arbitrage |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹11.25 |
Plan Type | Regular |
Launch Date | 09 Sep 2024 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 3.34% |
Withdrawal Charge | Exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days. |
WhiteOak Capital Arbitrage Fund Holdings
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WhiteOak Capital Arbitrage Fund Risk Indicator
The risk of the scheme is low
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FAQs on WhiteOak Capital Arbitrage Fund
WhiteOak Capital Arbitrage Fund is a Growth Hybrid mutual fund managed by White Oak Capital.
The current NAV of WhiteOak Capital Arbitrage Fund is ₹11.25 as of Jul 20.
You can invest in WhiteOak Capital Arbitrage Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for WhiteOak Capital Arbitrage Fund is ₹100.
The expense ratio of WhiteOak Capital Arbitrage Fund is 3.34%.
WhiteOak Capital Arbitrage Fund has an exit load as follows: exit Load for units in excess of 10% of the investment,0.25% will be charged for redemption within 7 days.
The taxation of WhiteOak Capital Arbitrage Fund depends entirely on its underlying allocation to domestic equities. Aggressive Hybrids (Equity ≥ 65%) are taxed exactly like equity funds: 20% STCG if held ≤ 12 months; 12.5% LTCG if held > 12 months. Conservative Hybrids (Equity ≤ 35%) are taxed exactly like debt funds: all gains taxed at your income tax slab rate. For hybrid funds with equity exposure between 35% and 65%, the minimum holding period to qualify for LTCG is more than 24 months, with gains taxed at a flat 12.5%. Anything less than 24 months is deemed as STCG and taxed at applicable income tax slab rates. For units purchased prior to 1 April 2023: LTCG - 12.5% (if held for 24 months); STCG - Slab rate. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
WhiteOak Capital Arbitrage Fund is managed by Mr Ramesh Mantri.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.

