WhiteOak Capital Flexi Cap Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Flexi Cap |
| Launch Date: 05-08-2022 |
| Asset Class: |
| Benchmark: S&P BSE 500 TRI |
| TER: 1.9% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 3,237.34 Cr As on (31-03-2024) |
| Turn over: 147% | Exit Load: Exit load of 1%, if redeemed within 1 month. |
14.79
0.08 (0.5612%)
24.99%
Benchmark: 13.89%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
This Scheme aims to offer its investors the benefits of all three market capitalizations (large cap, mid cap & small cap). There is no predetermined allocation towards any of the market caps, sectors or any investment style biases. Fund Manager has a flexibility to decide the actual allocation towards companies based on fundamentals of businesses & their long-term growth potential. This Scheme aims to construct a portfolio which may help to unlock growth opportunities for investors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| WhiteOak Capital Flexi Cap Fund Regular Plan Growth | 05-08-2022 | 42.16 | - | - | - | - |
| JM Flexicap Fund (Regular) - Growth option | 23-09-2008 | 65.26 | 36.89 | 30.53 | 24.3 | 20.2 |
| BANK OF INDIA Flexi Cap Fund Regular Plan -Growth | 05-06-2020 | 61.38 | 30.52 | 28.04 | - | - |
| quant Flexi Cap Fund - Growth Option - Regular Plan | 01-09-2008 | 57.65 | 30.58 | 32.26 | 30.86 | 23.51 |
| Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option | 08-04-2014 | 54.45 | 25.96 | 17.95 | 14.39 | 17.68 |
| ITI Flexi Cap Fund- Regular Plan- Growth | 17-02-2023 | 52.95 | - | - | - | - |
| Invesco India Flexi Cap Fund - Growth | 14-02-2022 | 48.87 | 26.56 | - | - | - |
| Franklin India Flexi Cap Fund - Growth | 29-09-1994 | 44.68 | 24.79 | 23.89 | 19.49 | 17.48 |
| HSBC Flexi Cap Fund - Regular Growth | 24-02-2004 | 44.05 | 22.71 | 21.55 | 17.38 | 15.47 |
| Shriram Flexi Cap Fund - Regular Growth | 05-09-2018 | 42.6 | 22.59 | 19.58 | 14.99 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
23.95%
Others
12.36%
Large Cap
54.1%
Mid Cap
9.57%
