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
₹10.95
0.35%
NAV as on 01 Apr 26, 12:00 AM
risk
equity savings fund
equity
NAV as on 01 Apr 26, 12:00 AM
risk
equity savings fund
equity
8.05%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
9.02%p.a.
Since Inception
About WhiteOak Capital Equity Savings Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Equity Savings Fund - Growth scheme from WhiteOak Capital Asset Management Limited. It is a Equity Savings Fund mutual fund scheme that predominantly invests in Equity Savings Fund stocks of companies. Launched on Mar 2025, WhiteOak Capital Equity Savings Fund - Growth is Equity Savings Fund fund of its category with 242.05 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Equity Savings Fund funds.
- WhiteOak Capital Equity Savings Fund - Growth delivered 8.1% annual returns during the last year. It has delivered 9.0% average annual returns since the fund was launched.
- WhiteOak Capital Equity Savings 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 Primary Objective Of The Scheme To Provide Capital Appreciation By Investing In Equity & Equity Related Instruments, Arbitrage Opportunities, And Debt & Money Market Instruments.
Top 10 Holdings
Asian Paints Ltd
0.22%
Axis Bank Ltd
0.12%
Bajaj Finance Ltd
0.26%
Bajaj Finserv Ltd
1.28%
Bharat Bijlee Ltd
0.01%
Bharat Electronics Ltd
0.80%
Bharti Airtel Ltd
0.96%
Brigade Enterprises Ltd
0.01%
Cholamandalam Investment & Finance Company Ltd
0.11%
Cipla Ltd
0.31%
Fund Managers
- Piyush Baranwal (Feb 2025 - Present)
- Ashish Agrawal (Feb 2025 - Present)
- Bhavin Patadia (Feb 2025 - Present)
- Ramesh Mantri (Feb 2025 - Present)
- Trupti Agrawal (Feb 2025 - Present)
- Dheeresh Pathak (Feb 2025 - Present)
Key Information
View Scheme Document
WhiteOak Capital Equity Savings Fund - Growth SIP Calculator
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For a period of
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This Fund
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Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Equity Savings 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 Equity Savings 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 Equity Savings 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
Frequently Asked Questions
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