WhiteOak Capital Banking & Financial Services Fund SIP Calculator & Real Returns
Sectoral/ Thematic · Direct Plan – Growth · Latest NAV ₹13.75 (12-Aug-2026)
This page backtests a real monthly SIP in WhiteOak Capital Banking & Financial Services Fund (direct plan, growth) against the fund's official AMFI NAV history — buying on the first available NAV of each month — instead of assuming a generic 12% return.
WhiteOak Capital Banking & Financial Services Fund has about 2 years of tracked NAV history, so longer backtests will appear here as more history accumulates.
What a ₹10,000 monthly SIP actually did
| Started | Invested | Value today | Absolute return | XIRR |
|---|---|---|---|---|
| 1 year ago | ₹1,20,000 | ₹1,27,335 | +6.1% | +13.35% |
Backtest buys on the first available NAV of each month and values the units at the latest NAV. Longer periods appear as NAV history accumulates.
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Frequently Asked Questions
What is the 1-year SIP return of WhiteOak Capital Banking & Financial Services Fund?
Based on actual NAV history, a ₹10,000 monthly SIP in WhiteOak Capital Banking & Financial Services Fund over the last 1 year (₹1,20,000 invested) would be worth about ₹1,27,335, an XIRR of +13.35%. Past performance does not guarantee future results.
Is a SIP in WhiteOak Capital Banking & Financial Services Fund safe?
WhiteOak Capital Banking & Financial Services Fund is a Sectoral/ Thematic fund, and its value moves with the market — SIPs spread your purchases over time but do not remove market risk. Review the scheme document and consider consulting a SEBI-registered adviser before investing.
Mutual fund investments are subject to market risks — read all scheme-related documents carefully. This tool is for information and education only and is not investment advice or a recommendation of any scheme.