WhiteOak Capital Quality Equity Fund Regular Plan Growth

Fund House: WhiteOak Capital Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 29-01-2025
Asset Class: EQUITY
Benchmark: BSE Quality TRI
TER: 2.35% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 100.0
Total Assets: 363 Cr As on 31-03-2025(Source:AMFI)
Turn over: -

10.238

2.06%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY500 QUALITY 50 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

The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages

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 Quality Equity Fund Regular Plan Growth 29-01-2025 - - - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 16.64 25.63 17.35 28.12 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 14.28 31.59 22.88 34.33 -
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 14.12 - - - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 14.08 24.15 - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 13.76 28.04 19.76 27.8 13.64
Franklin India Opportunities Fund - Growth 05-02-2000 13.29 40.27 29.31 32.47 15.51
HDFC Defence Fund - Growth Option 02-06-2023 13.14 - - - -
ICICI Prudential Innovation Fund - Growth 05-04-2023 13.13 - - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 12.15 28.62 21.27 28.51 12.78

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

17.74%

Others

12.09%

Large Cap

54.48%

Mid Cap

15.69%

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