WhiteOak Capital Digital Bharat Fund Direct Growth
EquitySector - TechnologyVery High Risk
Direct
NAV (25-Oct-24)
Returns (Since Inception)
Fund Overview
Fund Size
-
Expense Ratio
-
ISIN
INF03VN01936
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
11 Oct 2024
About this fund
- WhiteOak Capital Digital Bharat Fund Direct Growth has given a CAGR return of -3.75% since inception.
- You can start investing in WhiteOak Capital Digital Bharat Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
Since Inception
-3.75%
— (Cat Avg.)
Risk & Performance Ratios
Standard Deviation
This fund
--
Cat. avg.
19.69%
Lower the better
Sharpe Ratio
This fund
--
Cat. avg.
0.31
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
0.49
Higher the better
Fund Managers
Piyush Baranwal
Since October 2024
Ramesh Mantri
Since October 2024
Trupti Agrawal
Since October 2024
Dheeresh Pathak
Since October 2024
Additional Scheme Details
ISIN INF03VN01936 | Expense Ratio - | Exit Load 1.00% | Fund Size - | Age 0 month | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark BSE TECK TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Sector - Technology Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| Kotak Nifty IT ETF Very High Risk | 0.1% | - | ₹195.57 Cr | 39.7% |
| Aditya Birla Sun Life Nifty IT ETF Very High Risk | 0.2% | - | ₹51.02 Cr | 39.4% |
| Axis NIFTY IT ETF Very High Risk | 0.2% | - | ₹174.18 Cr | 39.6% |
| ICICI Prudential Technology Regular Growth Very High Risk | 1.7% | 1.0% | ₹14173.35 Cr | 41.0% |
| Franklin India Technology Fund Regular Growth Very High Risk | 2.1% | 1.0% | ₹1903.89 Cr | 49.1% |
| Nippon India ETF Nifty IT Very High Risk | 0.2% | - | ₹2505.01 Cr | 39.6% |
| Aditya Birla Sun Life Digital India Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹5260.85 Cr | 34.0% |
| Tata Digital India Fund Regular Growth Very High Risk | 1.7% | 0.0% | ₹12052.06 Cr | 46.6% |
| Tata Digital India Fund Direct Growth Very High Risk | 0.3% | 0.0% | ₹12052.06 Cr | 48.5% |
| Franklin India Technology Fund Direct Growth Very High Risk | 1.1% | 1.0% | ₹1903.89 Cr | 50.6% |
Risk Level
Your principal amount will be at Very High Risk
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What is the current NAV of WhiteOak Capital Digital Bharat Fund Direct Growth?
Who manages the WhiteOak Capital Digital Bharat Fund Direct Growth?
- Piyush Baranwal
- Ramesh Mantri
- Trupti Agrawal
- Dheeresh Pathak
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