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Multi Cap📊 NIFTY 500 Multicap 50:25:25 TRI(SEBI default)

White Oak Capital - Multi Cap Fund · Regular · Growth

WhiteOak Capital Mutual Fund

#14 of 31 (1Y)

NAV

₹15.4920

as of 17 Jun 2026

Expense Ratio

1.94%

AUM

₹3,021 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+5.15%
3Y
—
5Y
—
Since Inception
+17.36%

SIP returns (XIRR)

1Y
+6.82%
3Y
—
5Y
—
Since Inception
+10.94%

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹3,653

Benchmark

₹3,539

+₹114 extra wealth vs the benchmark index

Backtest this SIP yourself

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹3,300

Invested

₹3,653

Value today

7.6%

XIRR (p.a.)

₹100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹500 lumpsum at launch — value today

Invested on the fund's first NAV date

₹500

Invested

₹745

Value today

15.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹7,94,970

Value today

-11.1%

vs lumpsum

Direct lumpsum would have beaten STP by 11.1% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

-0.06

Sharpe Ratio

+0.01

Alpha

0.50

Beta

-0.06

Sortino

15.33%

Std Dev

-15.99%

Max Drawdown

Performance Comparison

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Compare All Multi Cap FundsView all Multi Cap funds

Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryMulti Cap
BenchmarkNIFTY 500 Multicap 50:25:25 TRI ✓
Launch Date31 Aug 2023
AMFI Code152072
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase or switchin of Units an Exit Load of 1.00% is payable if Units are redeemed or switchedout within 1 month from the date of allotment No Exit Load is payable if Units are redeemed or switchedout after 1 month from the date of allotment No Entry or Exit Load shall be levied on units allotted on IDCW reinvestment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

White Oak Capital - Multi Cap Fund · Regular · Growth seeks to generate long-term capital growth by investing across large, mid, and small-cap stocks with a minimum 25% allocation to each segment. This SEBI-mandated diversification ensures broad market exposure across all capitalisation tiers.

About This Fund

White Oak Capital - Multi Cap Fund · Regular · Growth is a Multi Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹3,021 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 Multicap 50:25:25 TRI. The current expense ratio is 1.94%.

Who Should Invest?

  • •Investors with a high risk appetite seeking long-term wealth creation
  • •Investors with an investment horizon of 5 years or more
  • •SIP investors who can benefit from rupee cost averaging during market fluctuations