← WhiteOak Capital Mutual Fund
WhiteOak Capital Digital Bharat Fund Direct Plan Growth
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF03VN01936
NAV · 06-Jul-2026
₹9.8620
1M
+4.14%
6M
-10.18%
1Y (CAGR)
-7.24%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
-1.27%
NAV history
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Risk & SIP analytics
Volatility (3y)
19.55%
Downside dev (3y)
13.56%
Max drawdown (3y)
-25.5%
Calendar-year returns
2025 +1.8%
Fund facts
Fund managerPiyush Baranwal · Ramesh Mantri · Trupti Agrawal · Dheeresh Pathak · Ashish Agrawal
AUM₹4,217 Cr
Expense ratio0.63% · 2026-05-31
TER · AMFI officialDirect 1.62% · Regular 3.37% (2026-06-30)
Launch date20-Sep-2024
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹100
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 ↗