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: Nifty 500 Multicap 50:25:25 TRI |
| TER: 2.06% As on (30-12-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,493.49 Cr As on 31-12-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 month. |
14.016
0.08 (0.5779%)
28.9%
Benchmark: 16.26%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 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 | 21.32 | - | - | - | - |
| Axis Multicap Fund - Regular Plan - Growth | 05-12-2021 | 25.07 | 32.88 | 19.69 | - | - |
| LIC MF Multi Cap Fund-Regular Plan-Growth | 31-10-2022 | 24.76 | 29.75 | - | - | - |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | 12-09-2003 | 23.21 | 28.21 | 16.33 | 22.57 | 13.58 |
| SBI Multicap Fund- Regular Plan- Growth Option | 05-03-2022 | 21.94 | 23.92 | - | - | - |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 21.2 | 27.24 | 15.83 | 20.62 | 13.85 |
| Edelweiss Multi Cap Fund - Regular Plan - Growth | 26-10-2023 | 20.11 | - | - | - | - |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 18.81 | 29.36 | 22.5 | 22.69 | 13.81 |
| HSBC Multi Cap Fund - Regular - Growth | 05-01-2023 | 18.78 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 17.87 | 31.27 | 22.61 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.93%
Others
11.35%
Large Cap
33.35%
Mid Cap
24.37%
Scheme Documents
There are no scheme documents available
