White Oak Capital - Banking and Financial Services Fund · Direct · Growth
NAV
₹13.2580
as of 16 Jun 2026
Expense Ratio
—
see scheme documents
Lumpsum returns (CAGR)
- 1Y
- +4.40%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.39%
SIP returns (XIRR)
- 1Y
- +5.69%
- 3Y
- —
- 5Y
- —
- Since Inception
- +10.41%
Returns calculated from 16 January 2024 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.
Performance Comparison
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Fund Details
Available transactions
Investment Objective
White Oak Capital - Banking and Financial Services Fund · Direct · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
White Oak Capital - Banking and Financial Services Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations