Zerodha Mutual Fund vs White Oak Capital Mutual Fund SIP Comparison

Compare SIP returns, minimum investments, and top schemes to make an informed decision

Zerodha Mutual Fund

Minimum Investment

250

Average Return

11.8%

Top Schemes

Zerodha Nifty 50 Index Fund

Zerodha Nifty Next 50 Index Fund

Zerodha Nifty Bank Index Fund

Key Features

Ultra-low expense ratios

Index fund specialists

Zerodha platform integration

Transparent pricing

White Oak Capital Mutual Fund

Minimum Investment

1000

Average Return

14.5%

Top Schemes

White Oak Capital Large Cap Fund

White Oak Capital Flexi Cap Fund

White Oak Capital Small Cap Fund

Key Features

Veteran fund managers

High-conviction portfolios

Strong stock selection

Premium positioning

Calculate SIP Returns for Both

Calculate with Zerodha

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹30,000

Est. Returns

₹27,398

Total Value

₹57,398

Invested Amount: 30,000
Estimated Returns: 27,398
Total Value: 57,398

SIP Growth Projection

Calculate with White Oak

Investment Details

Monthly Investment

Expected Return Rate (p.a.)

Time Period

Expected Returns

Total Invested

₹1,20,000

Est. Returns

₹1,50,224

Total Value

₹2,70,224

Invested Amount: 1,20,000
Estimated Returns: 1,50,224
Total Value: 2,70,224

SIP Growth Projection

Zerodha Mutual Fund vs White Oak Capital Mutual Fund: Which is Better for SIP?

From India's largest stock broker, Zerodha Fund House offers passive index funds with minimal expenses. Focus on low-cost investing through index funds.

New-age fund house started by veteran fund managers with strong track record. Known for concentrated portfolios and high-conviction stock selection.

Making Your Choice

Both Zerodha and White Oak are reputable mutual fund houses in India. Your choice should depend on your investment goals, minimum investment capacity, and preference for specific fund categories. Consider factors like minimum investment amount, average returns, fund options, and the institution's track record.

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