WhiteOak Capital Flexi Cap Fund

Equity | Flexi Cap Funds
Monthly Amount Invested
Duration
Yr
  • Would Have Become
    --
  • Invested Value
    --
  • Total Gain
    --
  • Returns
    -- per annum
₹500 ₹500 0.59 % 0★ ₹840 4 Months
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹500 0.59 %
Min SIP Min Lumpsum Expense Ratio
0★ ₹840 Cr 4 Months
Rating Fund Size Fund Age

Scheme Objective

To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Scheme Performance

Returns and Ranks ( as on 30 November 2022 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns - - - 8.6%
Category Average 10.7% 19.3% 13.3% -

Scheme Allocation

Holding
Sector
Asset
ICICI Bank
7.66%
Infosys
4.97%
HDFC Bank
4.89%
Nestle India
4.44%
C C I
3.78%
Others
74.26%
Banks
15.93%
Consumer Durables
8.81%
Finance
8.19%
Food Products
5.32%
Retailing
5.22%
Others
56.53%
Equity
95.71%
Reverse Repos
3.78%
Net Curr Ass/Net Receivables
0.52%

Fund House Details

WhiteOak Capital Mutual Fund

WhiteOak Capital Flexi Cap Fund

Fund Manager
Ramesh Mantri

Exit Load

Exit Load In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Advance Ratio

0.04 0.83 0.82 0.12
Alpha SD Beta Sharpe

Risk-O-Meter

Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

Address:
Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com

Frequently Asked Questions

You can invest in WhiteOak Capital Flexi Cap Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for WhiteOak Capital Flexi Cap Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The WhiteOak Capital Flexi Cap Fund has delivered 8.6% since inception
The NAV of WhiteOak Capital Flexi Cap Fund is ₹10.8 as of 30 November 2022.
The expense ratio of WhiteOak Capital Flexi Cap Fund is 0.59 % as of 30 November 2022.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
Invest Now