WhiteOak Capital Digital Bharat Fund Direct Plan Growth
Expense Ratio: 0.65
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE Teck TRI
Inception: 20-09-2024
Exit Load: Nil
Fund Size:₹461.39 Cr
Performance
1Y
Fund-2.16%
Cat. Avg.N/A
2Y
FundN/A
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund0.77%
Cat. Avg.N/A
Fund Facts
Manager(s)
Mr. Dheeresh Pathak
Taxation
Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Bharti Airtel Limited | 46.69 | 12.83% |
| 2 | Clearing Corporation of India Ltd | 41.56 | 11.42% |
| 3 | Eternal Limited | 34.94 | 9.60% |
| 4 | PB Fintech Limited | 18.33 | 5.04% |
| 5 | Info Edge (India) Limited | 15.91 | 4.37% |
| 6 | Tata Consultancy Services Limited | 14.42 | 3.96% |
| 7 | FSN E-Commerce Ventures Limited | 12.54 | 3.45% |
| 8 | Cigniti Technologies Limited | 9.72 | 2.67% |
| 9 | Cartrade Tech Limited | 9.22 | 2.53% |
| 10 | Inventurus Knowledge Solutions Limited | 9.21 | 2.53% |
Similar Funds
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 61366 | +2.3% | +4.8% |
| SI | 07 Nov, 24 | 1.05 L. | 1.08 L. | +2.9% | +3.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Jul, 25 | 1 L. | 97839 | -2.2% | -2.2% |
| SI | 14 Oct, 24 | 1 L. | 1.01 L. | +1.4% | +0.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.