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WOC Diversified Equity Small Cap Active FOF NFO

Growth

OtherFoFs (Domestic) - Equity Oriented
Very High RiskPrincipal investment will be at very high risk

WOC Diversified Equity Small Cap Active FOF Key Offer Details

Opening date
28 Sept 2026
Closing date
12 Oct 2026
Scheme type
Open-Ended
NAV
₹10
Min. invst.
₹500
Min. SIP
₹100

About WOC Diversified Equity Small Cap Active FOF

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

WOC Diversified Equity Small Cap Active FOF Scheme Info

Plan
Direct
Lock in
None
Exit Load
1%
1% on or before 1Y, NIL after 1Y
Base Exp. Ratio
0%
Benchmark
Nifty Smallcap 250 - TRI

WOC Diversified Equity Small Cap Active FOF Scheme Objective

The primary objective of the scheme is to generate long term capital appreciation by investing in units of equity oriented small cap mutual fund schemes.There is no assurance that the investment objective of the Scheme will be achieved.

AMC Profile of WOC Diversified Equity Small Cap Active FOF

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.

Total AUM
₹ 47,238.58 Cr
No. of schemes
23

WOC Diversified Equity Small Cap Active FOF Manager Profile

WOC Diversified Equity Small Cap Active FOF Peers

WOC Diversified Equity Small Cap Active FOF Peers & Comparison

Comparing 4 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Diversified Equity All Cap Active FOF(IDCW Reinvest)-7.21%—-4.23%
ICICI Pru Bharat 22 FOF-7.01%12.24%14.61%
Mirae Asset Diversified Equity Allocator Passive FOF-9.60%8.64%14.91%
Nippon India Nifty Next 50 Junior BeES FoF-5.17%14.97%12.61%

Frequently asked questions

  1. WOC Diversified Equity Small Cap Active FOF is an open-ended FoFs (Domestic) - Equity Oriented scheme launched by WhiteOak Capital Asset Management Limited, investing primarily in Other. It is benchmarked against Nifty Smallcap 250 - TRI and offered in Direct and Regular plans with Growth and IDCW options.

  2. The NFO of WOC Diversified Equity Small Cap Active FOF opens for subscription on 27 Sep 2026.

  3. The NFO of WOC Diversified Equity Small Cap Active FOF closes for subscription on 12 Oct 2026. Applications must be submitted before this date for allotment at the NFO offer price.

  4. The minimum lumpsum investment in WOC Diversified Equity Small Cap Active FOF is ₹500.

  5. The minimum SIP amount for WOC Diversified Equity Small Cap Active FOF is ₹100 per SIP installment.

  1. WOC Diversified Equity Small Cap Active FOF is managed by Ashish Agarwal, Bhavin Patadia, who has 12 years of fund management experience and also manages 3 other schemes at WhiteOak Capital Asset Management Limited.

  2. WOC Diversified Equity Small Cap Active FOF is a new scheme with no performance track record yet, so it should be evaluated on Ashish Agarwal, Bhavin Patadia's experience, WhiteOak Capital Asset Management Limited's record on similar schemes, the fund's Other strategy, and fit with an investor's existing portfolio — not past returns.

  3. WOC Diversified Equity Small Cap Active FOF is categorized as a FoFs (Domestic) - Equity Oriented scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).

  4. WOC Diversified Equity Small Cap Active FOF has no lock-in period and an exit load of 1% if redeemed within 1 year of investment.