• Mutual Funds
  • WhiteOak Capital Mutual Fund
  • WhiteOak Capital Multi Cap Fund (G)
WhiteOak Mutual Fund

WhiteOak Capital Multi Cap Fund (G)

EquityMulti Cap

14.641

NAV (Oct 10)

43.707%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

14.641

NAV (Oct 10)

Fund Returns

Last 1Y
46.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
43.7%
6 Month CAGR
19.9%

Scheme Information

Investment Objective

The Scheme seeks 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.

Expense Ratio
2.13
Launched (0y ago)
2.13
AUM in Crores
1216.7
ISIN
INF03VN01795
Lock-in
-
Benchmark
Nifty 500 Multicap 50:25:25 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Dheeresh Pathak

Fund Manager

Naitik Shah

Fund Manager

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Trupti Agrawal

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 Multi Cap Fund (G)70%26,63,063 19,30,45146.7%
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 2024-07-11

Top Stock Holdings

HDFC Bank Ltd.

3.4%
3.403%

ICICI Securities Ltd.

3%
2.952%

Zomato Ltd.

2.6%
2.588%

ICICI Bank Ltd.

2.6%
2.556%

State Bank of India

1.7%
1.738%
See all holdings

Allocation by Sector

Financial

26.6%
26.629331%

Services

12.3%
12.301997%

Healthcare

9.5%
9.53327%

Capital Goods

8%
7.954433%

Technology

7.4%
7.400649%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Asset Management Limited, is part of WhiteOak Capital group of companies founded by Mr Prashant Khemka, an investment professional with an enviable track record spanning over two decades.The group offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide. It manages an AUM of over INR 45,470 cr in India dedicated equity assets as of 31st March 2023.WhiteOak Capital Asset Management Company strives to be a performance-centric organization with the vision of providing strong & consistent investment performance to our customers.WhiteOak Capital is driven by “Performance First Culture” which focuses on a simple stock selection-based approach and robust risk management.It aims to bring to bear a scientific & fundamental approach on Fund Management.The team comprises of seasoned professionals with rich experience in Financial Services, led by Mr. Aashish P. Somaiyaa, CEO who brings in 20+ years of experience in the asset management industry.amc-img
phone-img180030003060
Fund NameScripbox Opinion
Till Date CAGR

5.9%

5.2%

-

0.6%

5.4%

5%

-

27.8%

-

35.3%

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 43.707% over a period of 1 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund managers are Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.

Nav of WhiteOak Capital Multi Cap Fund (G) as of 10/10/2024 is ₹14.64 with the total AUM as of 10/11/2024 is ₹1216.693111. 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 2023-09-22. The category risk of the fund is null.

The minimum SIP amount for WhiteOak Capital Multi 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 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 Total Return Index.

It is rated as a null fund in Equity and delivered 46.652% 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)?

It is a Multi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 ₹1000. You can invest in multiples of ₹5000.

Is WhiteOak Capital Multi Cap Fund (G) good to invest in?

As per Scripbox experts, it is a fund. You can invest in it 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 2.13% for regular plan.

What is the NAV of WhiteOak Capital Multi Cap Fund (G)?

Today's WhiteOak Capital Multi Cap Fund (G) NAV is ₹14.64.