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WhiteOak Capital Multi Cap Fund Regular Plan Growth

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Category: Equity: Multi Cap
Launch Date: 22-09-2023
Asset Class: Equity
Benchmark: NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio: 1.98% As on (31-07-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 2,167.07 Cr As on (31-07-2025)
Turn over:
NAV as on 14-08-2025

14.864

0.01 (0.0471%)

CAGR Since Inception

23.25%

NIFTY500 MULTICAP 50:25:25 TRI 15.99%

PERFORMANCE of WhiteOak Capital Multi Cap Fund Regular Plan Growth
Scheme Performance (%) Data as on - 14-08-2025
1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Multi Cap Fund Regular Plan Growth 9.24 - - - 23.25
NIFTY500 MULTICAP 50:25:25 TRI 0.75 18.22 24.15 14.66 15.99
Equity: Multi Cap 1.31 18.83 23.78 14.19 14.29
Yearly Performance (%)
NAV Movement
Fund Managers

Ramesh Mantri

Investment Objective

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. There is no assurance that the investment objective of the Scheme will be achieved.

RETURNS CALCULATOR for WhiteOak Capital Multi Cap Fund Regular Plan Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Key Performance and Risk Statistics of WhiteOak Capital Multi Cap Fund Regular Plan Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Multi Cap Fund Regular Plan Growth - - - - - -
Equity: Multi Cap - - - - - -
PEER COMPARISION
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 9.24 0.0 0.0 0.0 0.0
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 19.37 0.0 0.0 0.0 0.0
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 6.38 20.07 16.64 0.0 0.0
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4.02 21.44 23.31 29.9 14.36
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 3.72 24.9 21.19 0.0 0.0
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 3.27 0.0 0.0 0.0 0.0
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 3.23 19.91 0.0 0.0 0.0
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2.29 19.03 16.28 21.87 13.76
Invesco India Multicap Fund - Growth Option 17-03-2008 1.42 19.95 18.99 23.14 13.24
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1.17 19.75 18.48 23.8 13.18
PORTFOLIO ANALYSIS of WhiteOak Capital Multi Cap Fund Regular Plan Growth

Portfolio as on