OriginFunds
WhiteOak Capital Mutual Fund

WhiteOak Capital Digital Bharat Fund Regular Plan Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF03VN01944
NAV · 06-Jul-2026
9.5690
1M
+3.99%
6M
-10.96%
1Y (CAGR)
-8.85%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
-2.98%

NAV history

8.809.6010.4014-10-202403-07-20269.54
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Risk & SIP analytics

Volatility (3y)
19.55%
Downside dev (3y)
13.58%
Max drawdown (3y)
-25.9%
Calendar-year returns
2025 +0.1%

Fund facts

AUM₹4,217 Cr
TER · AMFI officialDirect 1.62% · Regular 3.37% (2026-06-30)
Launch date20-Sep-2024
Plan typeOpen Ended · Equity
Min lumpsumMinimum of Rs. 500/- and in multiples of Re. 1/-
Lock-inNone
Volatility19.51
AMCWhiteOak Capital Asset Management Limited

Objective · The investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. There is no assurance that the investment objective of the Scheme will be achieved.

scheme documents ↗