WhiteOak Capital Equity Savings Fund Direct-Growth
Hybrid: Equity Savings - Growth (Open ended) Factsheet
SEBI Riskometer: ModerateCategory: Hybrid: Equity SavingsBenchmark: NIFTY Equity Savings Total Return IndexCheck Portfolio Overlap →
NAV: ₹11.83+0.03%
07 Sept 2026
Similar Funds
Side-by-side comparison of WhiteOak Capital Equity Savings Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | +8.05% | 5.33% | 4 / 24 |
| 3Y Return | — | 9.01% | — |
| 5Y Return | — | 8.31% | — |
| 10Y Return | — | 8.78% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Equity Savings
Top funds by AUM in the Hybrid: Equity Savings category — see how WhiteOak Capital Equity Savings Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY Equity Savings Total Return Index
Top funds tracking the NIFTY Equity Savings Total Return Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to WhiteOak Capital Equity Savings Fund Direct-Growth?
Funds similar to WhiteOak Capital Equity Savings Fund Direct-Growth in the Hybrid: Equity Savings category include ICICI Prudential Equity Savings Fund Direct-Growth, Kotak Equity Savings Fund Direct-Growth, and HDFC Equity Savings Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of WhiteOak Capital Equity Savings Fund Direct-Growth in its category?
The category rank of WhiteOak Capital Equity Savings Fund Direct-Growth is shown in the Trailing Returns section above.
How does WhiteOak Capital Equity Savings Fund Direct-Growth's expense ratio compare to similar funds?
WhiteOak Capital Equity Savings Fund Direct-Growth has an expense ratio of 1.54%. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an expense ratio of 1.13% and Kotak Equity Savings Fund Direct-Growth has 1.07%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does WhiteOak Capital Equity Savings Fund Direct-Growth's AUM compare to similar funds?
WhiteOak Capital Equity Savings Fund Direct-Growth has an AUM of ₹269.31 crore. The peers ICICI Prudential Equity Savings Fund Direct-Growth has an AUM of ₹16,179 crore and Kotak Equity Savings Fund Direct-Growth has ₹10,409.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Hybrid: Equity Savings?
The top performing fund in the Hybrid: Equity Savings category on a 3-year basis is HSBC Equity Savings Fund Direct-Growth with a CAGR of 12.96% as of 6 Sep 2026. WhiteOak Capital Equity Savings Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does WhiteOak Capital Equity Savings Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of WhiteOak Capital Equity Savings Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.