WhiteOak Capital Flexi Cap Fund Regular Plan IDCW

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Flexi Cap NAV 12.263 0 22 September, 2023

Fund Details

Category Flexi Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 02 August, 2022
Benchmark
Asset Size(Cr) 1196.51281
Turn over 0.0%
Min Investment ₹ 500
Min SIP Investment ₹ 0
Min Addl Investment ₹ 500
Exit Load 1% for redemption within 30 days
Expense Ratio 2.19
Fund Manager Piyush Baranwal, Ramesh Mantri, Trupti Agrawal
Fund House WhiteOak Capital Mutual Fund

Investment Returns (As on 22 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.94% 1.58% 1.87%
1 M 4.46% 4.02% 4.01%
3 M 1.67% 1.44% 2.04%
6 M -2.64% 0.35% -0.94%
1 Y - 7.25% 4.92%
2 Y - 12.49% 10.87%
3 Y - 23.79% 22.86%
5 Y - 12.46% 10.85%

Risk Mesasures (As on 22 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
WhiteOak Capital Flexi Cap Fund Regular Plan IDCW 0% 0% 0%
SBI Flexicap Fund - REGULAR PLAN -Growth Option 4.73% 22.86% 10.18%
Kotak Flexicap Fund - Growth 7.92% 21.98% 10.9%

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