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Fund Overview of Whiteoak Capital Digital Bharat Fund Regular-growth
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₹421.7 CrAUM
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₹9.36NAV
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2.51%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Whiteoak Capital Digital Bharat Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 12.60% | NA | 1.25% |
| 6 Months | -12.68% | NA | -0.40% |
| 1 Year | -9.67% | -9.67% | -7.09% |
Compare Whiteoak Capital Digital Bharat Fund Regular-growth with other mutual funds in the same category
Whiteoak Capital Digital Bharat Fund Regular-growth
SBI Technology Opportunities Fund Direct-growth
SBI Technology Opportunities Fund Direct-idcw
Asset Allocation
equities
97.29%debt instruments
17.05%Whiteoak Capital Digital Bharat Fund Regular-growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 11 Oct 2024, the fund aims Long Term Capital Appreciation. Investment predominantly in equity & equity related instruments of Technology and Technology related companies. It manages assets worth ₹421.7 crore as on Sun May 31, 2026. The expense ratio stands at 2.51%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Whiteoak Capital Digital Bharat Fund Regular-growth
The portfolio allocation consists of 97.29% in equities, 17.05% in debt instruments.Managed by Ramesh Mantri, it has delivered a return of -9.67% in the last year, a total return since inception of -3.89%.
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Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
SBI Technology Opportunities Fund Direct-growth  |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| SBI Technology Opportunities Fund Direct-idcw |
₹4,228 | 1.30% | 2.65% | -14.69% | 9.66% | 9.80% |
| Franklin India Technology Fund Direct-growth |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| Franklin India Technology Fund Direct-idcw |
₹1,645 | 1.20% | 3.45% | -13.37% | 12.57% | 9.52% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| SBI Technology Opportunities Fund-idcw |
₹4,228 | 1.21% | 2.40% | -15.53% | 8.52% | 8.59% |
| Franklin India Technology Fund Regular-growth |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Franklin India Technology Fund Regular-idcw |
₹1,645 | 1.11% | 3.19% | -14.24% | 11.41% | 8.41% |
| Tata Digital India Fund Direct-growth |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | 5.02% | 4.90% | -18.43% | 7.90% | 7.46% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from WhiteOak Capital Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Whiteoak Capital Digital Bharat Fund Direct-growth
|
₹422 | 6.08% | 13.10% | -11.91% | -8.08% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential Technology Fund-growth |
₹13,358 | ₹170.50 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-growth |
₹13,358 | ₹190.84 | 8.70% | 7.29% | 16.15% |
| ICICI Prudential Technology Fund-idcw |
₹13,358 | ₹53.24 | 7.86% | 6.30% | 15.14% |
| ICICI Prudential Technology Direct Plan-idcw |
₹13,358 | ₹116.51 | 8.70% | 7.29% | 16.15% |
| Tata Digital India Fund Regular-growth |
₹9,660 | ₹39.59 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-growth |
₹9,660 | ₹46.64 | 7.90% | 7.46% | 16.24% |
| Tata Digital India Fund Regular-idcw |
₹9,660 | ₹38.03 | 6.52% | 5.94% | 14.44% |
| Tata Digital India Fund Direct-idcw |
₹9,660 | ₹45.08 | 7.90% | 7.46% | 16.24% |
| SBI Technology Opportunities Fund-growth |
₹4,228 | ₹184.65 | 8.52% | 8.59% | 14.88% |
| SBI Technology Opportunities Fund Direct-growth |
₹4,228 | ₹212.22 | 9.66% | 9.80% | 16.06% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 12.22% | ₹51.55 Cr |
| Others Cblo | Unspecified | 8.96% | ₹37.81 Cr |
| Zomato Ltd | Technology | 8.93% | ₹37.67 Cr |
| Pb Fintech Ltd | Financial | 5.75% | ₹24.25 Cr |
| Coforge Ltd | Technology | 5.58% | ₹23.53 Cr |
| Tech Mahindra Ltd Futures | Technology | 5.09% | ₹21.45 Cr |
| Infosys Ltd Futures | Technology | 4.72% | ₹19.91 Cr |
| Persistent Systems Ltd | Technology | 4.35% | ₹18.34 Cr |
| Info Edge (india) Ltd | Technology | 3.62% | ₹15.27 Cr |
| Tata Consultancy Services Ltd | Technology | 3.58% | ₹15.11 Cr |
| Lenskart Solutions Ltd. | 3.05% | ₹12.86 Cr | |
| Oracle Financial Services Software Ltd Futures | Technology | 2.82% | ₹11.89 Cr |
| Firstsource Solutions Ltd | Industrials | 2.55% | ₹10.74 Cr |
| Honasa Consumer Ltd. | Consumer Staples | 2.53% | ₹10.68 Cr |
| Aditya Infotech Ltd. | Technology | 2.48% | ₹10.44 Cr |
| Larsen & Toubro Infotech Limited | Technology | 2.47% | ₹10.44 Cr |
| Intellect Design Arena Ltd | Technology | 2.37% | ₹10.01 Cr |
| Government Of India 37018 182 Days Tbill 06ag26 Fv Rs 100 | Financial | 2.35% | ₹9.90 Cr |
| Tbo Tek Ltd. | Consumer Discretionary | 2.33% | ₹9.82 Cr |
| Cartrade Tech Ltd | Consumer Discretionary | 2.30% | ₹9.70 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Technology Opportunities Fund Direct-growth |
₹212.22 | 9.66% | 9.80% | - |
| SBI Technology Opportunities Fund Direct-idcw |
₹150.73 | 9.66% | 9.80% | - |
| Franklin India Technology Fund Direct-growth |
₹493.68 | 12.57% | 9.52% | - |
| Franklin India Technology Fund Direct-idcw |
₹43.02 | 12.57% | 9.52% | - |
| SBI Technology Opportunities Fund-growth |
₹184.65 | 8.52% | 8.59% | - |
| SBI Technology Opportunities Fund-idcw |
₹111.19 | 8.52% | 8.59% | - |
| Franklin India Technology Fund Regular-growth |
₹444.25 | 11.41% | 8.41% | - |
| Franklin India Technology Fund Regular-idcw |
₹38.29 | 11.41% | 8.41% | - |
| Tata Digital India Fund Direct-growth |
₹46.64 | 7.90% | 7.46% | - |
| Tata Digital India Fund Direct-idcw |
₹45.08 | 7.90% | 7.46% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Whiteoak Capital Digital Bharat Fund Regular-growth
What is the current AUM of Whiteoak Capital Digital Bharat Fund Regular-growth?
As of Sun May 31, 2026, Whiteoak Capital Digital Bharat Fund Regular-growth manages assets worth ₹421.7 crore
How has Whiteoak Capital Digital Bharat Fund Regular-growth performed recently?
- 3 Months: 12.60%
- 6 Months: -12.68%
What is the portfolio composition of Whiteoak Capital Digital Bharat Fund Regular-growth?
Equity: 97.29%, Debt: 17.05%, Others: -15.45%.
Who manages Whiteoak Capital Digital Bharat Fund Regular-growth?
Whiteoak Capital Digital Bharat Fund Regular-growth is managed by Ramesh Mantri from WhiteOak Capital Mutual Fund.
What is the market-cap allocation of Whiteoak Capital Digital Bharat Fund Regular-growth?
Large Cap: 30.35%, Mid Cap: 35.20%, Small Cap: 34.45%.
Which are the top companies Whiteoak Capital Digital Bharat Fund Regular-growth has invested in?
- Bharti Airtel Ltd – 12.22% of the fund's portfolio
- Others CBLO – 8.96% of the fund's portfolio
- Zomato Ltd – 8.93% of the fund's portfolio
- PB Fintech Ltd – 5.75% of the fund's portfolio
- Coforge Ltd – 5.58% of the fund's portfolio
Which are the major sectors Whiteoak Capital Digital Bharat Fund Regular-growth focuses on?
- Technology – 58.23% of the fund's portfolio
- Unspecified – 8.96% of the fund's portfolio
- Financial – 8.10% of the fund's portfolio
- Consumer Discretionary – 4.63% of the fund's portfolio
- Other – 3.05% of the fund's portfolio
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