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WhiteOak Capital Quality Equity Fund

WhiteOak Capital Quality Equity Fund

1–7 yearsInvestment Horizon
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Whiteoak Capital Quality Equity Fund Growth invests in high-quality Indian companies with strong fundamentals.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Risk Profile

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

Portfolio Holdings Overview

SectoralAllocation
Capital Goods9.88%
Consumers32.26%
Technology12.99%
Financial Services19.25%
Energy & Infra6.44%
Services19.18%

Geographic Allocation

Domestic100%

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

iconCosts and Fees

Total Expense Ratio (TER)2.32%

iconRegulatory & Tax Information

INF03VN01985
verified
ISIN
DailyDealing Frequency

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)
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