- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Flexi Cap Fund (G)
Scheme Information
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 | 1.88 % |
Launched 2Y ago | 2022-08-02 |
AUM in Crores | 4399.5 |
ISIN | INF03VN01506 |
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%
Allocation by Sector
Financial
30.99%Services
10.83%Technology
9.3%Capital Goods
7.64%Healthcare
7.2%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 23,379 cr | ||
₹ 64,962 cr | ||
₹ 49,131 cr | ||
₹ 27,730 cr | ||
₹ 16,217 cr |
WhiteOak Capital Flexi Cap Fund (G) Review
WhiteOak Capital Flexi Cap Fund (G) is a Flexi Cap Equity fund and has delivered an annualised return of 17.22% over 2 years. The fund has grown over a period of 2 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund managers are Ashish Agrawal, Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Flexi Cap Fund (G) as of 4/15/2025 is ₹15.71 with the total AUM as of 4/16/2025 is ₹4399.54. 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 2022-08-02. The category risk of the fund is Very High.
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 BSE 500 Total Return Index.
Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Flexi Cap Fund (G).