WhiteOak Capital Banking & Financial Services Fund Regular Growth is a Sector - Financial Services mutual fund scheme from WhiteOak Capital Asset Management Limited. The fund was launched on 6 February 2024 and is managed by Ramesh Mantri, Ashish Agrawal, Trupti Agrawal, Dheeresh Pathak, and Piyush Baranwal. As of 15 October 2026, the fund has an AUM of ₹625.60 Cr and its latest NAV is ₹12.51. The fund has a Very High Risk risk rating.
The fund allows minimum SIP of ₹100 and lumpsum investment starting from ₹500.
The fund primarily invests in Financial Services and Technology and its top holdings include ICICI Bank Ltd, HDFC Bank Ltd, Kotak Mahindra Bank Ltd, Axis Bank Ltd, and State Bank of India. The fund has delivered -1.6% returns over the last 1 year and 8.3% annualised returns since inception.
WhiteOak Capital Banking & Financial Services Fund Regular Growth may be suitable for investors looking for Sector - Financial Services and who are comfortable with Very High Risk risk.






