WhiteOak Capital Multi Cap Fund Regular Plan Growth
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: |
14.864
0.01 (0.0471%)
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 (%)
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)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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
PORTFOLIO ANALYSIS of WhiteOak Capital Multi Cap Fund Regular Plan Growth
Portfolio as on