WhiteOak Capital Quality Equity Fund Direct Growth

WhiteOak Capital Quality Equity Fund Direct Growth is an equity fund. This fund was started on 29 January, 2025. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Quality Equity Fund Direct Growth has ₹305 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
2. The fund has an expense ratio 0.6.
   

WhiteOak Capital Quality Equity Fund Direct Growth has given a CAGR return of -4.84% since inception.

WhiteOak Capital Quality Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Tech, Financial Services, Consumer Cyclical, Health, Consumer Defensive, Securitize, Communication, Industrial, Basic Materials, Real Estate. Its top holdings are Tata Consultancy Services Ltd, Nestle India Ltd, Mahindra & Mahindra Ltd, Bharti Airtel Ltd, Pidilite Industries Ltd

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. There is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Quality Equity Fund Direct Growth has no lock in period.