WhiteOak Capital Mutual Fund
Equity Savings · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
WhiteOak Capital Equity Savings Fund is an Equity Savings fund from WhiteOak Capital Mutual Fund, with NAVs going back to March 2025. This page covers its direct plan, growth option. It manages ₹270 crore, the 16th largest of 23 Equity Savings funds. Its expense ratio is 1.51% a year, higher than the median of 1.28% for Equity Savings funds.
Over the last year it returned 4.28%, 4th of 23 Equity Savings funds (median 1.77%). Its biggest fall from a peak since March 2025 was 3.8%, and AMFI's riskometer rates it Moderately High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+4.28%
Since launch (13 Mar 2025)
+10.18%
Measured from this fund's own daily NAVs over the last 1.6 years.
Volatility (annualised)
3.8%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-3.8%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 13 Mar 2025.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on WhiteOak Capital Mutual Fund's website before you invest.
Funds next to WhiteOak Capital Equity Savings Fund, in the same category, ranked by fund size.
Baroda BNP Paribas Mutual Fund
Equity Savings
+9.2% 3Y CAGR
Invesco Mutual Fund
Equity Savings
+8.5% 3Y CAGR
WhiteOak Capital Equity Savings Fund Direct Plan Growth
Research-only · No transactions