Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
WhiteOak Capital Digital Bharat Fund Direct Plan Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 54/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.41%
- AUM (15%)₹504 Cr
Not investment advice — an analytical read of public fund data. Methodology →
WhiteOak Capital Mutual Fund · Equity · Sectoral
₹10.63
AUM: ₹504 Cr
NAV updated 22 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.41%
Exit Load
Nil
Fund Manager
Ramesh Mantri
Inception
Oct 2024
Benchmark
BSE Teck Total Return Index
Sharpe Ratio
-0.07
Std Dev (1Y)
17.14%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.24%
3m
+12.56%
6m
+20.95%
1y
+1.42%
3y
—
5y
—
10y
—
since inception
+2.97%
TopFund's Take on WhiteOak Capital Digital Bharat Fund Direct Plan Growth
WhiteOak Capital Digital Bharat Fund Direct Plan Growth sits in the middle of the pack for Sectoral funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 1.41%, the expense ratio runs 42% above the Sectoral category average of 0.99%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.07 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 17.14% is fairly typical for Sectoral funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about WhiteOak Capital Digital Bharat Fund Direct Plan Growth
The current NAV (Net Asset Value) of WhiteOak Capital Digital Bharat Fund Direct Plan Growth is ₹10.63. NAV is updated every business day after market close by AMFI.
1Y: 1.42%
The expense ratio of WhiteOak Capital Digital Bharat Fund Direct Plan Growth is 1.41% per annum. This is the annual fee charged by the fund to manage your investment.
WhiteOak Capital Digital Bharat Fund Direct Plan Growth is managed by Ramesh Mantri at WhiteOak Capital Mutual Fund.
WhiteOak Capital Digital Bharat Fund Direct Plan Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
WhiteOak Capital Digital Bharat Fund Direct Plan Growth is a Sectoral fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in WhiteOak Capital Digital Bharat Fund Direct Plan Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of WhiteOak Capital Digital Bharat Fund Direct Plan Growth is ₹504 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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