Whiteoak Capital - Digital Bharat Fund - Regular Plan - Growth
WhiteOak Capital Asset Management Limited
₹9.73 (+1.74%)
NAV as of 9 Oct 2026
Minimum Investment: ₹500
Return
-6.27% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.36%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹500
- Category
- Sector - Technology
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,099
Invested ₹1,000
▲+9.87%1 year
₹937
Invested ₹1,000
▼-6.27%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty IT TR INR |
|---|---|
| Secondary Index Name | Nifty IT TR INR |
| Index Name | BSE TECK TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -6.27% | — | — | — |
| Cumulative returns (%) | -6.27% | — | — | — |
Fund Manager
| Manager | Ashish Agrawal |
|---|---|
| Role | Manager |
| Manager Tenure | 1.73 yrs |
About Fund
| Date of Incorporation | 11 Oct 2024 |
|---|---|
| Fund House | WhiteOak Capital Asset Management Limited |
| Custodian | Deutsche Bank AG |
| Registrar / Transfer Agent | WhiteOak Capital Asset Management Limited |
| Address | 1 Great Winchester Street |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Bharti Airtel Ltd | 16.73% |
| Eternal Ltd | 7.60% |
| Coforge Ltd | 5.49% |
| PB Fintech Ltd | 4.81% |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | 4.39% |
| Info Edge (India) Ltd | 4.16% |
| Infosys Ltd | 4.10% |
| LTIMindtree Ltd | 3.87% |
| Persistent Systems Ltd | 3.57% |
| CarTrade Tech Ltd | 3.51% |
| TBO Tek Ltd | 3.40% |
| eClerx Services Ltd | 3.27% |
| Firstsource Solutions Ltd | 3.24% |
| Tech Mahindra Ltd | 3.15% |
| Lenskart Solutions Ltd | 3.05% |
| Tata Consultancy Services Ltd | 3.04% |
| FSN E-Commerce Ventures Ltd | 2.97% |
| Oracle Financial Services Software Ltd | 2.80% |
| Cigniti Technologies Ltd | 2.67% |
Investment Strategy
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.
Long Term Capital Appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.