White Oak Capital - Multi Cap Fund · Regular · Growth
NAV
₹15.9920
as of 14 Jul 2026
Expense Ratio
1.94%
AUM
₹3,021 Cr
Lumpsum returns (CAGR)
- 1Y
- +6.52%
- 3Y
- —
- 5Y
- —
- Since Inception
- +18.19%
SIP returns (XIRR)
- 1Y
- +12.16%
- 3Y
- —
- 5Y
- —
- Since Inception
- +12.68%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Risk Metrics
Trailing 1 year, annualised0.26
Sharpe Ratio
+0.07
Alpha
0.02
Beta
0.25
Sortino
14.92%
Std Dev
-15.36%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
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