Multi Capregulargrowth
WhiteOak Capital Multi Cap Fund Regular Plan Growth
₹14.6310
₹0.21 (+1.48%)
NAV as of 10 Apr 2026
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.77%
1 Month-9.61%
3 Months-12.04%
6 Months-9.49%
1 Year+0.50%
3 Years (CAGR)—
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2023)+12.46%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-13.04%
3 Year SIP—
5 Year SIP—
Since Inception (Sept 2023)+1.35%
Fund Details
Fund HouseWhiteOak Capital Mutual Fund
CategoryMulti Cap
Plan Typeregular
Optiongrowth
AUM₹3,112 Cr
Expense Ratio1.94%
Min SIP₹100
Min Lumpsum₹500
Launch Date25 Sept 2023
AMFI Code152072
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
WhiteOak Capital Multi Cap Fund Regular Plan 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
WhiteOak Capital Multi Cap Fund Regular Plan 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 ₹3,112 Cr, reflecting investor confidence in the fund's strategy. 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