WhiteOak Capital Multi Cap Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Multi Cap |
| Launch Date: 22-09-2023 |
| Asset Class: Equity |
| Benchmark: NIFTY500 MULTICAP 50:25:25 TRI |
| TER: 2.1% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,417.88 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 month. |
13.388
-0 (-0.0149%)
21.1%
Benchmark: 15.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY500 MULTICAP 50:25:25 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
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.
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 Multi Cap Fund Regular Plan Growth | 22-09-2023 | 12.58 | - | - | - | - |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 15.48 | 26.59 | 15.48 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 14.91 | 26.42 | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 13.55 | 33.02 | 18.87 | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 10.37 | 27.27 | 16.98 | 27.02 | 13.03 |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 10.32 | - | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 10.06 | 30.37 | 22.05 | 32.88 | 13.77 |
| Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option | 01-01-2013 | 9.64 | 23.73 | 13.79 | 26.11 | 13.29 |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 9.51 | - | - | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 9.03 | 28.71 | 19.44 | 28.98 | 14.14 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.85%
Others
11.38%
Large Cap
35.04%
Mid Cap
24.73%
