- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Flexi Cap Fund Direct Growth
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Scheme Information
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. There is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 0.65 % |
Launched 2Y ago | 2022-08-02 |
AUM in Crores | 4399.5 |
ISIN | INF03VN01530 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
6.02%ICICI Securities Ltd.
4.35%ICICI Bank Ltd.
4.08%Eternal Ltd.
3.01%Nestle India Ltd.
2.48%See all holdings
Allocation by Sector
Financial
30.99%Services
10.83%Technology
9.3%Capital Goods
7.64%Healthcare
7.2%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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