WhiteOak Capital Equity Savings Fund (Regular)
WhiteOak Capital Mutual Fund · benchmark: 35% Nifty 50 TRI + 65% liquid funds · 1.7 years old · AMFI code 153356
Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
Not rated yet: a rating needs at least 3 years of history (1 year for index funds).
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 3.6% | 3.7% | -0.1% | 3 / 22 |
| 1 year | 4.9% | 4.0% | +0.9% | 7 / 22 |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of WhiteOak Capital Equity Savings Fund (Regular plan)?
₹11.64 on 6 Nov 2026 (Growth option).
What is the expense ratio of WhiteOak Capital Equity Savings Fund (Regular)?
2.97% a year; the Direct plan's is 1.52%.
How is WhiteOak Capital Equity Savings Fund taxed?
Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from WhiteOak Capital Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.