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 Equity Savings Fund Regular 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: 50/100 · Average
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)—
- Expense ratio (20%)1.54%
- AUM (15%)₹273 Cr
Not investment advice — an analytical read of public fund data. Methodology →
WhiteOak Capital Mutual Fund · Hybrid · Equity Savings
₹11.78
AUM: ₹273 Cr
NAV updated 8 days ago
Plan
Regular
Option
Growth
Risk
High
Expense Ratio
1.54%
Exit Load
Nil
Fund Manager
Piyush Baranwal
Inception
Mar 2025
Benchmark
NIFTY Equity Savings Total Return Index
Sharpe Ratio
-0.26
Std Dev (1Y)
3.71%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-0.32%
3m
+2.2%
6m
+4.59%
1y
+6.13%
3y
—
5y
—
10y
—
since inception
+9.82%
TopFund's Take on WhiteOak Capital Equity Savings Fund Regular Plan Growth
WhiteOak Capital Equity Savings Fund Regular Plan Growth sits in the middle of the pack for Equity Savings 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 50/100.
Cost: At 1.54%, the expense ratio runs 26% above the Equity Savings category average of 1.22%. 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 -0.26 — 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 3.71% is on the lower side for a Equity Savings fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
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 Equity Savings Fund Regular Plan Growth
The current NAV (Net Asset Value) of WhiteOak Capital Equity Savings Fund Regular Plan Growth is ₹11.78. NAV is updated every business day after market close by AMFI.
1Y: 6.13%
The expense ratio of WhiteOak Capital Equity Savings Fund Regular Plan Growth is 1.54% per annum. This is the annual fee charged by the fund to manage your investment.
WhiteOak Capital Equity Savings Fund Regular Plan Growth is managed by Piyush Baranwal at WhiteOak Capital Mutual Fund.
WhiteOak Capital Equity Savings Fund Regular Plan Growth is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, WhiteOak Capital Equity Savings Fund Regular Plan Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in WhiteOak Capital Equity Savings Fund Regular 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 Equity Savings Fund Regular Plan Growth is ₹273 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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