HybridEquity SavingsDirect · Growth
WhiteOak Capital Equity Savings Fund Direct Plan Growth
WhiteOak Capital · Scheme 153355
₹11.82▼ 0.01%NAV · 2026-09-18
Strong FundScore
AUM
₹269 cr
Expense ratio
1.58%
3Y CAGR
—
Risk level
Low to Moderate
Min SIP
₹100
Benchmark
Nifty Equity Savings Index
Fund manager: Piyush BaranwalExit load: Nil
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Excellent risk-adjusted returns (Sharpe 1.44) — reward isn't just from taking more risk.
- ✓Protects capital well — worst-ever fall was only 4%.
- ✓Low volatility (4% a year) — a steady, low-drama ride.
- ✓1Y return vs category: +3.4% vs category avg
- ✓Sortino ratio: 2.05
📉 What could drag it down
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +8.2%
- •Expense ratio: 1.58%
FundScore breakdown
71/100 · Strong
Returns
Average
Consistency
Average
Risk-adjusted
Excellent
Downside protection
Excellent
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.