Comprehensive analysis of WhiteOak Capital Equity Savings Fund - Regular (G) (45549) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Diversified
New Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Recent performance momentum
Outperformance vs benchmark
Market exposure level
Risk-adjusted returns
Historical performance consistency
Fund manager experience
Assets under management
Fund management costs
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| C C I | Debt Others | 7.80% |
| HDFC Bank Ltd | Banks | 5.93% |
| State Bank of India | Banks | 5.80% |
| ICICI Bank Ltd | Banks | 4.39% |
| TBILL-91D | T Bills | 4.30% |
| Bharti Airtel Ltd | Telecomm-Service | 3.34% |
| Reliance Industries Ltd | Refineries | 2.93% |
| GSEC2054 | Govt. Securities | 2.75% |
| Net CA & Others | Debt Others | 2.35% |
| GSEC2035 | Govt. Securities | 2.10% |
Compare against Equity Savings category average
This comparison shows how the fund performs relative to the Equity Savings category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Equity Savings category
| Fund Name | NAV | 1W | 1M | 3M |
|---|---|---|---|---|
| Sundaram Equity Savings Fund - Direct (G) | ₹81.85 | 0.07% | 0.27% | 1.09% |
| HDFC Equity Savings Fund - Direct (G) | ₹73.87 | 0.20% | 0.79% | 1.34% |
| Sundaram Equity Savings Fund (G) | ₹70.37 | 0.03% | 0.13% | 0.70% |
| HDFC Equity Savings Fund (G) | ₹65.91 | 0.18% | 0.71% | 1.10% |
| Tata Equity Saving Fund-Dir (App) | ₹62.32 | 0.10% | 0.43% | 1.32% |
| PGIM India Equity Savings Fund-Dir (G) | ₹56.09 | 0.14% | 0.35% | 1.39% |
| Tata Equity Saving Fund - (App) | ₹55.25 | 0.08% | 0.38% | 1.17% |
| PGIM India Equity Savings Fund (G) | ₹49.47 | 0.13% | 0.28% | 1.20% |
| HSBC Equity Savings Fund - Direct (G) | ₹37.92 | 0.69% | 3.30% | 5.40% |
| Bandhan Equity Savings Fund - Direct (G) | ₹34.91 | 0.22% | 0.50% | 1.68% |
A seasoned investment professional with over 1 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.