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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.
Benchmark · BSE Teck TRITER · 2.63%Inception · 11-10-2024
NAV
₹9.15
-0.26% · as of 29-05-2026
Since inception
-5.60%
CAGR
Benchmark (inception)
13.58%
CAGR
Fund size
₹405 Cr
AUM
Expense ratio
2.63%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-5.60% CAGR vs benchmark +13.58%.
Portfolio
Where the money is invested
Top holdings
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-12.83%
Clearing Corporation of India Ltd11.42%
ZOMATO LIMITED EQ9.60%
PB FINTECH LIMITED EQ NEW FV RS. 2/-5.04%
EQ - INFO-EDGE (INDIA) LTD.4.37%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-3.96%
FSN E-COMMERCE VENTURES LIMITED EQ NEW FV RE.1/-3.45%
CIGNITI TECHNOLOGIES LIMITED EQ2.67%
CARTRADE TECH LIMITED EQ2.53%
INVENTURUS KNOWLEDGE SOLUTIONS LIMITED EQ NEW FV RE.1/-2.53%
Sector allocation
Consumer Services26.76%
Information Technology21.16%
Telecommunication14.97%
Financial Services5.99%
Services5.96%
Capital Goods3.55%
Fast Moving Consumer Goods2.06%
Consumer Durables0.73%
Media, Entertainment & Publication0.60%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.6% p.a.₹10,000
10 years
Projected value
₹9,16,146
Invested: ₹12,00,000
Gained: -₹2,83,854
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
Edelweiss Technology Reg Gr
₹11.92
1Y
+6.2%
3Y
+0.0%
5Y
+0.0%
LIC MF Technology Fund Reg Plan Gr
₹10.70
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Invesco India Technology Fund Reg Gr
₹9.19
1Y
-1.7%
3Y
+0.0%
5Y
+0.0%
Franklin India Technology Fund Gr
₹449.19
1Y
-10.4%
3Y
+13.2%
5Y
+9.7%
Motilal Oswal Digital India Fund Reg Gr
₹8.78
1Y
-10.7%
3Y
+0.0%
5Y
+0.0%
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