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: BSE 500 TRI
TER: 1.84% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 4,324.15 Cr As on 29-11-2024(Source:AMFI)
Turn over: 147% | Exit Load: Exit load of 1%, if redeemed within 1 month.

16.912

24.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 25.01 29.03 - - -
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 42.78 38.82 22.82 18.24 15.32
Invesco India Flexi Cap Fund - Growth 05-02-2022 35.99 35.32 - - -
JM Flexicap Fund (Regular) - Growth option 23-09-2008 34.53 37.98 26.62 24.1 17.37
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 31.77 36.96 22.13 - -
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 30.65 31.69 18.22 20.15 13.39
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 29.3 - - - -
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 27.86 - - - -
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 27.75 28.86 18.63 20.24 -
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 27.62 - - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

29.86%

Others

6.04%

Large Cap

51.0%

Mid Cap

13.1%

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