- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Multi 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
₹ 12.263
NAV (Apr 26)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.4% |
6 Month CAGR | 26.6% |
Scheme Information
The primary objective of the Scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap,Mid Cap and Small Cap Stock. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.27 |
Launched (1y ago) | Sep 25, 2023 |
AUM in Crores | 780.603 |
ISIN | INF03VN01795 |
Lock-in | No Lock-in |
Benchmark | Nifty 500 Multicap 50:25:25 TR INR |
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Multi 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
5.2%hdfc bank ltd
2.7%clearing corporation of india ltd
2.3%nestle india ltd
2.1%reliance industries ltd
2.1%Allocation by Sector
financial services
23.7%industrials
14%consumer cyclical
13.7%healthcare
10.2%technology
8.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.2% | 5% | ||
5% | 4.5% | ||
5% | 4.5% | ||
5% | 4.5% | ||
4.9% | 4.4% |
WhiteOak Capital Multi Cap Fund (G) Review
WhiteOak Capital Multi Cap Fund (G) is a Multi Cap Equity fund and has delivered an annualised return of 22.4% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Multi Cap Fund (G) as of 4/26/2024 is ₹12.26 with the total AUM as of 4/27/2024 is ₹780.603. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Multi Cap Fund (G) was launched on Sep 25, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for WhiteOak Capital Multi 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.
WhiteOak Capital Multi 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 Nifty 500 Multicap 50:25:25 TR INR.
WhiteOak Capital Multi Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Multi Cap Fund (G).
Frequently Asked Questions
What is WhiteOak Capital Multi Cap Fund (G)?
How to invest in WhiteOak Capital Multi Cap Fund (G)?
You can invest in WhiteOak Capital Multi 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 Multi Cap Fund (G)?
The minimum sip amount for WhiteOak Capital Multi Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is WhiteOak Capital Multi Cap Fund (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Multi Cap Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Multi 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 Multi Cap Fund (G)?
The expense ratio of the WhiteOak Capital Multi Cap Fund (G) is 2.27% for regular plan.