WhiteOak Capital Quality Equity Fund

Equity: Sectoral/Thematic | Growth

MAX CAGR

+2.65%

Fund Size

₹677.00 Cr

Min. Investment

₹100

QUICK FUND SUMMARY

WhiteOak Capital Quality Equity Fund Growth is an equity mutual fund managing assets worth ₹677.00 Cr. The current NAV is ₹10.39 as of Jul 21. It has delivered a maximum CAGR of 2.65%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds ICICI Bank Ltd., Tata Consultancy Services Ltd., HDFC Bank Ltd., Mahindra & Mahindra Ltd. and Bharti Airtel Ltd..

WhiteOak Capital Quality Equity Fund Details

Fund Size

₹677.00 Cr

Type

Equity: Sectoral/Thematic

Minimum Investment

₹100

NAV (Jul 21)

₹10.39

Plan Type

Regular

Launch Date

29 Jan 2025

Lock in Period

0 days

Plan Option

Growth

Expense Ratio

2.69%

WhiteOak Capital Quality Equity Fund Holdings

Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.

No Data

WhiteOak Capital Quality Equity Fund Risk Indicator

The risk of the scheme is very high

As per SEBI guidelines, we've provided a riskometer to help you gauge the potential risk level of a mutual fund, ensuring that your investments align with your financial goals and risk tolerance

FAQs on WhiteOak Capital Quality Equity Fund

WhiteOak Capital Quality Equity Fund is a Growth Equity mutual fund managed by White Oak Capital.

The current NAV of WhiteOak Capital Quality Equity Fund is ₹10.39 as of Jul 21.

You can invest in WhiteOak Capital Quality Equity 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 Quality Equity Fund is ₹100.

The expense ratio of WhiteOak Capital Quality Equity Fund is 2.69%.

Short-term capital gains (STCG) on WhiteOak Capital Quality Equity Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. 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 Quality Equity 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.