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

WhiteOak Capital Flexi Cap Fund (Growth)

OtherOther

10.834

NAV (Dec 02)

8.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.834

NAV (Dec 2)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

8.6%

6 Month CAGR

NA

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

2.23

Launched (0y ago)

Aug 02, 2022

AUM in Crores

840.709

ISIN

INF03VN01506

Lock-in

No Lock-in

Benchmark

S&P BSE 500 TRI

SIP Minimum

0

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

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Piyush Baranwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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 2022-12-02

Top Stock Holdings

icici bank ltd

7.7%
7.7%

infosys ltd

5%
5%

hdfc bank ltd

4.9%
4.9%

nestle india ltd

4.4%
4.4%

clearing corporation of india ltd

3.8%
3.8%
See all holdings

Allocation by Sector

financial services

24.9%
24.9%

consumer cyclical

15.4%
15.4%

technology

13%
13%

basic materials

10.5%
10.5%

industrials

10.4%
10.4%
See all sectors

Compare WhiteOak Capital Flexi Cap Fund (Growth)

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 148 cr

₹ 14 cr

₹ 5 cr

₹ 14 cr

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 1,508 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt funds.

amc-img

  • 022-40827600
  • clientservice@yesamc.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    5.4%

    -

    8.6%

    3.6%

    4.3%

    -

    3.4%

    3.5%

    3.7%

    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 8.6% over a period of 0 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 12/2/2022 is ₹10.83 with the total AUM as of 12/3/2022 is ₹840.709. 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 ₹0 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)?

    WhiteOak Capital Flexi Cap Fund (G) is a Other Other scheme predominantly investing across Other stocks 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 ₹0. 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 2.23% for regular plan.