← Back to Funds
WhiteOak Capital Equity Savings Fund
Fund Overview
| Expense ratio | 0.43% as on Aug 31, 2025 |
| Exit load | 0.25% |
| AUM (Fund size) | ₹137 Cr |
| Lock-in Period | Nil |
| Age | 7 m since Feb 25, 2025 |
| Benchmark | NIFTY Equity Savings TRI |
| Min. investment | SIP: ₹500 & Lumpsum: ₹1000 |
| Risk | Moderate |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| WhiteOak Capital Equity Savings Fund | 1.48% | 8.36% | N.A. | N.A. | N.A. | N.A. |
| Edelweiss Equity Savings Fund | 0.82% | 6.07% | 7.02% | 12.76% | 12.12% | 10.08% |
| Kotak Equity Savings Fund | 1.65% | 7.05% | 4.63% | 13.25% | 12.75% | 10.35% |
| UTI Equity Savings Fund | 0.95% | 3.73% | 3.74% | 12.04% | 12.88% | 6.88% |
| Sundaram Equity Savings Fund | 0.72% | 5.1% | 4.09% | 13.43% | 13.17% | 10.0% |
| HSBC Equity Savings Fund | 0.85% | 9.55% | 4.48% | 14.52% | 14.57% | 9.93% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| WhiteOak Capital Equity Savings Fund | N.A. | N.A. | N.A. | N.A. |
| Edelweiss Equity Savings Fund | 3.74 | 0.47 | 1.38 | 1.98 |
| Kotak Equity Savings Fund | 5.08 | 0.65 | 1.08 | 1.42 |
| UTI Equity Savings Fund | 4.35 | 0.57 | 1.00 | 1.61 |
| Sundaram Equity Savings Fund | 5.35 | 0.66 | 1.06 | 1.98 |
| HSBC Equity Savings Fund | 7.32 | 0.61 | 0.99 | 0.97 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| WhiteOak Capital Equity Savings Fund | 137 Cr | 7 m | 0.43% |
| Edelweiss Equity Savings Fund | 843 Cr | 11 yrs | 0.56% |
| Kotak Equity Savings Fund | 8,487 Cr | 11 yrs | 0.66% |
| UTI Equity Savings Fund | 714 Cr | 7 yrs 1 m | 0.66% |
| Sundaram Equity Savings Fund | 1,140 Cr | 12 yrs 8 m | 0.61% |
| HSBC Equity Savings Fund | 671 Cr | 12 yrs 8 m | 0.66% |