Whiteoak Capital Equity Savings Fund Direct Plan Growth

Equity SavingsHybrid Rank 4 of 28

NAV · Direct-Growth

₹11.68-0.02-0.20%

As of 1 Oct 2026 · AMFI

NAV growth+5.5%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y all ahead

Beats its Equity Savings category on 1Y.

1Y return

+5.3%

+2.5 vs cat

3Y CAGR

—

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

—

3Y std dev

NAV history

Showing Direct · Growth · INF03VN01AB7

NAV (Direct-Growth)

₹11.6820

Last 1Y

+5.50%

Oct 25Min ₹11.07 · Max ₹11.86 · 247 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.62%	-0.91%	4/ 28
1M	-1.19%	-1.46%	10/ 28
3M	+0.29%	-0.60%	4/ 28
6M	+4.92%	+3.71%	7/ 28
YTD	+2.47%	+0.88%	5/ 28
1Y	+5.33%	+2.87%	4/ 28

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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