WhiteOak Capital Digital Bharat Fund Regular-Growth
Equity
Sectoral-Technology
₹-0.57% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
Rating
Not Rated
Minimum Investment
₹500
NAV (Net Asset Value)
₹N/A
AUM (Fund size)
₹505 Cr
Created on
5 Oct 2024
Fund Ranking
#
/ 14 in Sectoral-Technology
Risk Level
Very High
Very High
Loading...
Returns
Trailing Return
Rolling Return
6 Month
20.6%
1 Year
0.5%
3 Year (CAGR)
-
All Time (CAGR)
2.4%
Category Return
6 Month
8.0%
1 Year
-7.8%
3 Year (CAGR)
5.1%
All Time (CAGR)
19.8%
Asset Allocation
Equity
98.5%
Debt
19.4%
Other
-18.0%
Top 5 Holdings
Top 5 Sectors
Infosys
0.18%
Infosys
4.04%
Mastek
0.90%
Others
-17.96%
Others
10.54%
Fund Information
Expense Ratio
3.15%
Exit Load
No Exit Load
Lock-In Period
No Lock-In
Managed By
Piyush Baranwal
Sep 2024 - Present
Ramesh Mantri
Sep 2024 - Present
Ashish Agrawal
Jan 2025 - Present
Trupti Agrawal
Sep 2024 - Present
Dheeresh Pathak
Sep 2024 - Present
Risk & Return Ratio
Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance.
0.00
Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment.
0.00
Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance.
0.00
Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility.