NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.51
0.31%
NAV as on 19 Nov 24, 12:00 AM
very high risk
sector technology
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
sector technology
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-4.63%p.a.
Since Inception
About WhiteOak Capital Digital Bharat Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Digital Bharat Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Sector - Technology mutual fund scheme that predominantly invests in Sector - Technology stocks of companies. Launched on Oct 2024, WhiteOak Capital Digital Bharat Fund Growth is Sector - Technology fund of its category with 251.55 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Sector - Technology funds.
- WhiteOak Capital Digital Bharat Fund Growth delivered 0.0% annual returns during the last year. It has delivered -4.6% average annual returns since the fund was launched.
- WhiteOak Capital Digital Bharat Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
The investment objective of the scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Technology and Technology related companies. There is no assurance that the investment objective of the Scheme will be achieved.
Top 10 Holdings
Bharti Airtel Ltd
10.09%
Tata Consultancy Services Ltd
8.06%
Zomato Ltd
7.54%
Info Edge (India) Ltd
7.27%
Infosys Ltd
6.99%
PB Fintech Ltd
5.47%
Persistent Systems Ltd
5.34%
Angel One Ltd Ordinary Shares
4.62%
Cigniti Technologies Ltd
3.18%
Sonata Software Ltd
3.06%
Fund Managers
- Piyush Baranwal (Oct 2024 - Present)
- Ramesh Mantri (Oct 2024 - Present)
- Trupti Agrawal (Oct 2024 - Present)
- Dheeresh Pathak (Oct 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Digital Bharat Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Digital Bharat Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Digital Bharat Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Digital Bharat Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential Technology Fund Growth
very high risk | equity
7.5%
Tata Digital India Fund Growth
very high risk | equity
10.2%
Aditya Birla Sun Life Digital India Fund Growth
very high risk | equity
9.0%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved