NAV
₹16.8510
as of 31 Jul 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +9.47%
- 3Y
- —
- 5Y
- —
- Since Inception
- +20.05%
SIP returns (XIRR)
- 1Y
- +14.18%
- 3Y
- —
- 5Y
- —
- Since Inception
- +14.55%
Performance Comparison
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Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryMulti Cap
Launch Date22 Sept 2023
AMFI Code152071
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 · Direct · 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 · Direct · Growth is a Multi Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 2 years.
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