WhiteOak Capital Digital Bharat Fund Regular Growth

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Equity
Sector - Technology
Rating N.A.
Plan

8.85 -0.02 (-0.17%) NAV as on 09 Apr, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)363.91
CAGR 5.70%
Exit Load1.00%
Expense ratio2.39%
CategoryEquity
Min Investment500
Min SIP100
Launch Date2024-10-11

Asset Allocation

Holdings As On - 11 April 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Eternal
36.75
9.45%

Bharti Airtel
22.79
5.86%

Persistent Systems
21.45
5.51%

PB Fintech
19.03
4.89%

Info Edge (India)
16.94
4.35%

Peer Comparison

Fund Name
Edelweiss Technology Fund Regular Growth14.03%
Kotak Technology Fund Regular Growth0.15%
WhiteOak Capital Digital Bharat Fund Regular Growth5.7%
Invesco India Technology Fund Regular Growth10.31%
Quant Teck Fund Regular Growth-16.69%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

About Fund

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.

The WhiteOak Capital Digital Bharat Fund Regular Growth has an AUM of 363.91 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in WhiteOak Capital Digital Bharat Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Moderate respectively.

The top holdings of the fund include Eternal, Bharti Airtel, Persistent Systems & PB Fintech.

The major sectors where the fund is invested are Software & Programming, Computer Services, Communications Services & Retail (Specialty).

Some of the similar funds are Edelweiss Technology Fund Regular Growth, Kotak Technology Fund Regular Growth, WhiteOak Capital Digital Bharat Fund Regular Growth, Invesco India Technology Fund Regular Growth, Quant Teck Fund Regular Growth. WhiteOak Capital Digital Bharat Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.