- 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
₹ 14.283
NAV (Apr 16)
Fund Returns
Last 1Y | 40.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 23.2% |
6 Month CAGR | 15% |
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 | 1.9 |
Launched (2y ago) | Aug 02, 2022 |
AUM in Crores | 3237.343 |
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) | 21,80,664 | 14,48,052 | 40.2% | |
| 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
8.4%hdfc bank ltd
4.9%nestle india ltd
3.4%titan co ltd
2.9%clearing corporation of india ltd
2.9%Allocation by Sector
financial services
28.7%industrials
14.4%consumer cyclical
11.8%healthcare
8.6%technology
8.3%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 21,475 cr | ||
₹ 14,075 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 5% | ||
5% | 4.5% | ||
4.9% | 4.4% | ||
5% | 4.5% | ||
4.9% | 4.4% |
WhiteOak Capital Flexi Cap Fund (G) Review
WhiteOak Capital Flexi Cap Fund (G) is a Other Equity fund and has delivered an annualised return of 23.2% over a period of 1 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Flexi Cap Fund (G) as of 4/16/2024 is ₹14.28 with the total AUM as of 4/18/2024 is ₹3237.343. 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.
WhiteOak Capital Flexi Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
WhiteOak Capital Flexi Cap Fund (G) is rated as a 0 fund in Equity and delivered 40.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Flexi Cap Fund (G).
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 1.9% for regular plan.