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WOC Digital Bharat Fund

Growth
EquitySectoral Fund - Technology
Small-size FundAssets Under Mgmt: ₹ 278 Cr
Very High RiskPrinciple investment will be at very high risk
10.750.56% (+0.06)

Price Chart

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Returns
0.00%
1M
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EquitySectoral Fund - Technology
Small-size FundAssets Under Mgmt: ₹ 278 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6675.881.92
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4653.491.64

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 1M Nil after 1M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
BSE TECk Index - TRI

About Sectoral Fund - Technology

Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Technology
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
WOC Digital Bharat Fund
ICICI Pru Technology Fund27.63%9.31%23.25%
Tata Digital India Fund32.64%12.49%22.63%
Aditya Birla SL Digital India Fund19.78%10.41%22.64%

Price Comparison

Compare WOC Digital Bharat Fund with any MF, ETF, stock or index
Compare WOC Digital Bharat Fund with any MF, ETF, stock or index
WOC Digital Bharat Fund
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Asset Allocation

Actual

Target

Nov 2024

ACTUAL
Treasury BillsCash & EquivalentsEquity1.79%3.54%94.67%

Nov 2024

Tickertape Separator

Sector Distribution

+6 moreInvestment Banking & BrokerageOthersRetail - OnlineTelecom ServicesIT Services & Consulting11.91 %9.56 %9.60 %11.34 %11.76 %45.83 %

Nov 2024

Tickertape Separator

Sector Weightage

Aug 23Nov 23Feb 24May 24Aug 24Nov 24N/AN/AN/AN/AN/A45.83%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Zomato Ltd
    ZOMATO
    3M change : 9.30 %

    Holdings

    9.30 %

    9.30 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : 9.20 %

    Holdings

    9.20 %

    9.20 %
  • Tata Consultancy Services Ltd
    TCS
    3M change : 7.99 %

    Holdings

    7.99 %

    7.99 %

AMC Profile

The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Besides segregated managed accounts for leading global institutions, White Oak offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide.

  • No.of Schemes

    17

  • Total AUM

    ₹ 15,507.98 Cr.

Fund Manager Profile

Ramesh Mantri

AUM:  ₹14,243.57 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 18yrs

Trupti Agrawal

AUM:  ₹13,495.21 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Dheeresh Pathak

AUM:  ₹14,802.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 16yrs

Piyush Baranwal

AUM:  ₹15,507.98 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

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One Time

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