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
₹13.97
0.47%
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
multi cap
equity
33.43%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
37.77%p.a.
Since Inception
About WhiteOak Capital Multi Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Multi Cap Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Multi-Cap mutual fund scheme that predominantly invests in Multi-Cap stocks of companies. Launched on Sep 2023, WhiteOak Capital Multi Cap Fund Growth is Multi-Cap fund of its category with 1,308.08 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Multi-Cap funds.
- WhiteOak Capital Multi Cap Fund Growth delivered 33.4% annual returns during the last year. It has delivered 37.8% average annual returns since the fund was launched.
- WhiteOak Capital Multi Cap 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 is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
HDFC Bank Ltd
4.13%
ICICI Bank Ltd
3.50%
ICICI Securities Ltd
2.67%
Zomato Ltd
2.28%
Nexus Select Trust Reits
2.02%
Motilal Oswal Financial Services Ltd
1.77%
Persistent Systems Ltd
1.43%
State Bank of India
1.42%
Max Financial Services Ltd
1.39%
Kotak Mahindra Bank Ltd
1.33%
Fund Managers
- Piyush Baranwal (Sep 2023 - Present)
- Ramesh Mantri (Sep 2023 - Present)
- Trupti Agrawal (Sep 2023 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Naitik Shah (Apr 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Multi Cap Fund Growth SIP Calculator
If invested
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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 Multi Cap 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 Multi Cap 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 Multi Cap 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
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Frequently Asked Questions
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