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  • WhiteOak Mutual Fund
  • WhiteOak Capital Flexi Cap Fund (Growth)
WhiteOak Mutual Fund

WhiteOak Capital Flexi Cap Fund (Growth)

EquityOther

15.456

NAV (Jun 13)

25.8%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

15.456

NAV (Jun 13)

Fund Returns

Last 1Y
38.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
26.3%
6 Month CAGR
15.9%

Scheme Information

Investment Objective

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
1.87
Launched (2y ago)
Aug 02, 2022
AUM in Crores
3452.840
ISIN
INF03VN01506
Lock-in
No Lock-in
Benchmark
BSE 500 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
Fund Managers

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Dheeresh Pathak

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Flexi Cap Fund (Growth)70%20,77,200 13,44,58838.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-13

Top Stock Holdings

hdfc bank ltd

5%
5%

icici bank ltd

4.2%
4.2%

icici securities ltd

4%
4%

nestle india ltd

2.8%
2.8%

reliance industries ltd

2.5%
2.5%
See all holdings

Allocation by Sector

financial services

27.2%
27.2%

industrials

16.7%
16.7%

consumer cyclical

12%
12%

technology

8.1%
8.1%

healthcare

7.3%
7.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 10,347 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt and 9 equity funds.amc-img
phone-img+912269187607
Fund NameScripbox Opinion
Till Date CAGR

5.4%

5.1%

5.2%

4.6%

5.1%

4.5%

5.4%

4.7%

5.2%

4.5%

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 25.8% 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 6/13/2024 is ₹15.46 with the total AUM as of 6/14/2024 is ₹3452.84. 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 BSE 500 TR INR.

WhiteOak Capital Flexi Cap Fund (G) is rated as a 0 fund in Equity and delivered 38.6% 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)?

WhiteOak Capital Flexi Cap Fund (G) is a Other Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 1.87% for regular plan.