WhiteOak Capital Digital Bharat Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Sectoral-Technology |
| Launch Date: 11-10-2024 |
| Asset Class: |
| Benchmark: BSE Teck TRI |
| TER: 2.37% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 285 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
9.057
-0.12 (-1.3029%)
-9.89%
Benchmark: 15.17%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty IT TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Digital Bharat Fund Regular Plan Growth | 11-10-2024 | - | - | - | - | - |
| HDFC Technology Fund - Growth Option | 08-09-2023 | 14.09 | - | - | - | - |
| SBI Technology Opportunities Fund - Regular Plan - Growth | 01-01-2013 | 14.06 | 20.87 | 8.93 | 28.98 | 15.31 |
| Kotak Technology Fund - Regular Plan - Growth Option | 04-03-2024 | 13.17 | - | - | - | - |
| ICICI Prudential Technology Fund - Growth | 03-03-2000 | 10.42 | 20.93 | 5.39 | 32.54 | 16.7 |
| Edelweiss Technology Fund - Regular Plan - Growth | 06-03-2024 | 6.55 | - | - | - | - |
| Tata Digital India Fund-Regular Plan-Growth | 05-12-2015 | 5.78 | 21.11 | 5.66 | 29.15 | - |
| Franklin India Technology Fund-Growth | 22-08-1998 | 5.26 | 29.24 | 12.8 | 27.86 | 15.3 |
| Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan | 15-01-2000 | 3.72 | 18.22 | 5.3 | 29.59 | 16.48 |
| Quant Teck Fund - Growth Option - Regular Plan | 11-09-2023 | -3.33 | - | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.39%
Others
7.26%
Large Cap
46.28%
Mid Cap
18.07%
