OriginFunds
WhiteOak Capital Mutual Fund

WhiteOak Capital Equity Savings Fund Direct Plan Growth

Open Ended Schemes(Hybrid Scheme - Equity Savings)ISIN INF03VN01AB7
NAV · 06-Jul-2026
11.6800
1M
+2.27%
6M
+1.80%
1Y (CAGR)
+9.25%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+12.45%

NAV history

10.3610.8211.2813-03-202503-07-202611.65
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Risk & SIP analytics

Volatility (3y)
3.98%
Downside dev (3y)
2.82%
Max drawdown (3y)
-3.8%

Fund facts

TER · AMFI officialDirect 1.54% · Regular 3.02% (2026-06-30)
Launch date25-Feb-2025
Min lumpsumRs. 500/- and in multiples of Re. 1/- thereafter
AMCWhiteOak Capital Asset Management Limited