- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Flexi Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.275
NAV (Sep 29)
Fund Returns
Last 1Y | 21.3% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.4% |
6 Month CAGR | 25.6% |
Scheme Information
To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Expense Ratio | 2 |
Launched (1y ago) | Aug 02, 2022 |
AUM in Crores | 1804.433 |
ISIN | INF03VN01506 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Flexi Cap Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
icici bank ltd
8%hdfc bank ltd
7.6%nestle india ltd
4%clearing corporation of india ltd
3.8%titan co ltd
3.3%Allocation by Sector
financial services
30.3%consumer cyclical
14.5%industrials
11.2%healthcare
8.7%consumer defensive
7.2%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 157 cr | ||
₹ 17 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 19% | ||
- | 3.1% | ||
- | 19.4% | ||
- | 0.3% | ||
4.4% | 4.8% |
WhiteOak Capital Flexi Cap Fund (G) Review
WhiteOak Capital Flexi Cap Fund (G) is a Other Other fund and has delivered an annualised return of 19.4% over a period of 1 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Flexi Cap Fund (G) as of 9/29/2023 is ₹12.28 with the total AUM as of 10/1/2023 is ₹1804.433. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Flexi Cap Fund (G) was launched on Aug 02, 2022. The category risk of the fund is Very High Risk.
The minimum SIP amount for WhiteOak Capital Flexi Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is WhiteOak Capital Flexi Cap Fund (G)?
How to invest in WhiteOak Capital Flexi Cap Fund (G)?
You can invest in WhiteOak Capital Flexi Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Flexi Cap Fund (G)?
The minimum sip amount for WhiteOak Capital Flexi Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital Flexi Cap Fund (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Flexi Cap Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Flexi Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Flexi Cap Fund (G)?
The expense ratio of the WhiteOak Capital Flexi Cap Fund (G) is 2% for regular plan.