MF
MFGenie.ai
Sectoral / Thematic

White Oak Capital - Quality Equity Fund · Direct · Growth

WhiteOak Capital Mutual Fund

NAV

₹10.1910

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
-3.12%
3Y
5Y
Since Inception
+1.32%

SIP returns (XIRR)

1Y
-2.75%
3Y
5Y
Since Inception
-0.38%

Returns calculated from 08 January 2025 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

Thinking about White Oak Capital - Quality Equity Fund · Direct · Growth?

Talk to our AMFI-registered team — free, no pressure. We'll help you see if this fund fits your goals.

+91

By submitting, you agree to our Privacy Policy. No spam, ever.

Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategorySectoral / Thematic
Launch Date08 Jan 2025
AMFI Code153189
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase switch in of Units an Exit Load of 1.00% is payable if Units are redeemed switched out within 1 month from the date of allotment No Exit Load is payable if Units are redeemed switched out after 1 month from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

White Oak Capital - Quality Equity 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 - Quality Equity Fund · Direct · Growth is a Sectoral / Thematic mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 1 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