WhiteOak Capital Diversified Equity Small Cap Active FoF
- NAV as on 21 Oct 2026
- ₹9.79—1 day
- Return since launch
- —
- 52-week range
- ₹9.79 — ₹9.79
- AUM
- ₹0.00 Cr
WhiteOak Capital Diversified Equity Small Cap Active FoF is a Small Cap equity fund from WhiteOak Capital Mutual Fund with ₹0.00 Cr under management, launched in 2026. The expense ratio is 0.00% and the SEBI riskometer reading is Very High.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
0.00%
Expense ratio
Charged yearly and already deducted from the NAV.
- Exit load
- Exit load of 1%, if redeemed within 1 year.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY Smallcap 250 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
WhiteOak Capital Diversified Equity Small Cap Active FoF portfolio
What the fund owns, and how much of it.
Market cap split
- Large5.2%
- Mid11.9%
- Small82.9%
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹12,939 Cr | 2.04% | 15.2% | 11.5% | 18.5% |
 Bandhan Small Cap Fund | ₹35,856 Cr | 1.72% | 9.1% | 10.9% | 19.5% |
 Invesco India Small Cap Fund | ₹16,131 Cr | 1.84% | 9.0% | 10.4% | 17.3% |
 Mahindra Manulife Small Cap Fund | ₹5,373 Cr | 2.20% | 12.2% | 9.1% | — |
 Bank of India Small Cap Fund | ₹3,671 Cr | 2.22% | 30.2% | 15.2% | 18.6% |
 ITI Small Cap Fund | ₹3,666 Cr | 2.20% | 15.4% | 11.6% | 18.6% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to generate long term capital appreciation by investing in units of equity oriented small cap mutual fund schemes.
Fund managers
- Ashish AgrawalPGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of LucknowPrior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
- Bhavin PatadiaMr. Patadia is MFM and B.E. (Computer Engg.), MBA in Financial ManagementPrior to Joining WhiteOak Capital Asset Management Limited, he has worked with Edelweiss MUtual Fund IDFC Mutual Fund, Standard Chartered Securities as Fund Manager in PMS activities and Angel Broking Ltd. in Equity research.
- Nikunj SampatMBA (Finance)Prior to joining WhiteOak Capital AMC, he was associated with LKP Securities Ltd.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
No return history published for this fund yet.
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.