Money Lancer
← Equity: Sectoral-Technology
WhiteOak Capital Mutual Fund
WhiteOak Capital Mutual Fund · Equity: Sectoral-Technology

WhiteOak Capital Digital Bharat Fund Regular Plan Growth

The investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. There is no assurance that the investment objective of the Scheme will be achieved.

EquityBenchmark · BSE Teck TRITER · 3.16%Inception · 11-10-2024
NAV
₹9.92
-0.01% · as of 14-10-2026
Since inception
-0.67%
CAGR
Benchmark (inception)
13.55%
CAGR
Fund size
₹474 Cr
AUM
Expense ratio
3.16%
29-09-2026
Performance

Returns vs benchmark & category

Since inception: +-0.67% CAGR vs benchmark +13.55%.

Portfolio

Where the money is invested

Top holdings

BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-12.12%
ZOMATO LIMITED EQ9.25%
PB FINTECH LIMITED EQ NEW FV RS. 2/-5.42%
Coforge Limited4.04%
CARTRADE TECH LIMITED EQ3.51%
EQ - INFO-EDGE (INDIA) LTD.3.51%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.13%
LENSKART SOLUTIONS PRIVATE LIMITED EQ2.95%
HONASA CONSUMER LIMITED EQ FV RS.10/-2.81%
TBO TEK LIMITED EQ NEW FV RE.1/-2.46%

Sector allocation

Consumer Services25.38%
Information Technology18.08%
Telecommunication13.91%
Financial Services9.99%
Services5.25%
Capital Goods3.71%
Fast Moving Consumer Goods2.81%
Media, Entertainment & Publication1.32%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ -0.7% p.a.
₹10,000
10 years
Projected value
₹11,60,348
Invested: ₹12,00,000
Gained: -₹39,652
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Ramesh Mantri, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152914
ISIN (Growth)
INF03VN01944
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers

Other Equity: Sectoral-Technology funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us