Flexi Capregulargrowth
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.96%
1 Month-9.74%
3 Months-12.76%
6 Months-10.06%
1 Year-2.90%
3 Years (CAGR)+15.62%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Aug 2022)+12.38%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-15.25%
3 Year SIP+3.62%
5 Year SIP—
Since Inception (Aug 2022)+6.42%
Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹7,287 Cr
Expense Ratio1.77%
Min SIP₹100
Min Lumpsum₹500
Launch Date03 Aug 2022
AMFI Code150347
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.
About This Fund
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth is a Flexi Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹7,287 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.77%.
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