WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth
Equity: Small Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: NIFTY Smallcap 250 Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.71-0.83%
22 Oct 2026
1 Week returns: -
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1 Year CAGR: -
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Key Talking Points
Important talking points about the scheme's performance, expense ratio and other factors — grouped by positive, negative, and neutral stance.
Positive
Not enough talking points with positive stance
Negative
Not enough talking points with negative stance
Neutral
Not enough performance data
Since this is a relatively new scheme (less than 3 years), we do not have sufficient data to conduct meaningful performance analysis
Scheme Overview
The scheme seeks to generate long term capital appreciation by investing in units of equity oriented small cap mutual fund schemes.
Plan Variants
No variants available.
Fund Managers
Key Scheme Details
Inception
20 Oct 2026
Expense Ratio
0.2%
AUM
-
Lock in
No lock in
Taxation
Others
Min. Investment
₹500
Min. Addl Investment
-
Min. SIP Investment
₹100
Exit load
Exit load of 1%, if redeemed within 1 year.
AMC Overview
WhiteOak Capital Mutual Fund background and AUM insights, category-wise distribution and historical AUM growth.
AMC Details
AMC
WhiteOak Capital Mutual Fund
CEO
Aashish P Somaiyaa(Chief Executive Officer)
CIO
Ramesh Mantri(Chief Investment Officer)
IRO
Anup Mehta
Trustee
WhiteOak Capital Trustee Limited
Phone
Website
Address
Unit No. B4, 6th Floor,, Cnergy, Appasaheb Marathe Marg,, Prabhadevi, Mumbai
Frequently Asked Questions
What is the current NAV of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
The current NAV of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is ₹9.71 as of 21 Oct 2026. The NAV of a mutual fund reflects the per-unit market value of the fund's holdings and is updated at the end of every trading day.
What is the AUM of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
The AUM (Assets Under Management) of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is -. AUM represents the total market value of assets the fund currently manages on behalf of its investors.
What is the expense ratio of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
The expense ratio of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is 0.20% per annum. This is the annual fee charged by the fund house to manage your investment. A lower expense ratio means more of your returns stay with you — which is one reason direct plans have a lower expense ratio than regular plans.
Who is the fund manager of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is managed by Ashish Agrawal, Bhavin Patadia, Nikunj Sampat. You can check the full list of fund managers in the "Fund Manager" section above.
What is the benchmark of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
The benchmark of WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is NIFTY Smallcap 250 Total Return Index. This is the index against which the fund's performance is measured. Consistently beating the benchmark over long periods is a key indicator of a fund manager's skill.
When was WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth launched?
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth was launched on 20 Oct 2026. The fund has been in existence for 0 years. A longer track record gives investors more data to evaluate how the fund has performed across different market cycles.
What is the minimum investment in WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
The minimum investment in WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth is ₹500 for a lump sum and ₹100 per month for a SIP (Systematic Investment Plan). SIPs allow you to invest a fixed amount regularly, making it easier to build wealth over time without needing a large upfront amount.
What is the exit load on WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth?
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth has an exit load — Exit load of 1%, if redeemed within 1 year.. Exit load is charged to discourage early withdrawals and protect long-term investors in the fund.
What category does WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth belong to?
WhiteOak Capital Diversified Equity Small Cap Active FoF Direct-Growth belongs to the Equity: Small Cap category. You can view other funds in this category.