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: 1.92% As on (31-12-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 2,957.46 Cr As on 31-12-2025(Source:AMFI) |
| Turn over: - | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter |
14.685
-0.21 (-1.4232%)
17.83%
Benchmark: 15.64%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
The primary objective of the Scheme is 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. There is no assurance that the investment objective of the Scheme will be achieved.
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 | 6.81 | 13.88 | - | - | - |
| Mirae Asset Multicap Fund - Regular Plan - Growth | 01-08-2023 | 7.33 | 9.89 | - | - | - |
| Groww Multicap Fund - Regular - Growth | 16-12-2024 | 6.69 | - | - | - | - |
| Bank of India Multi Cap Fund Regular Plan - Growth | 03-03-2023 | 6.33 | 11.13 | - | - | - |
| Franklin India Multi Cap Fund - Growth | 05-07-2024 | 6.17 | - | - | - | - |
| Kotak Multicap Fund-Regular Plan-Growth | 03-09-2021 | 5.9 | 12.62 | 21.45 | - | - |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | 05-05-2017 | 5.73 | 9.71 | 18.44 | 19.85 | - |
| Canara Robeco Multi Cap Fund - Regular Plan - Growth Option | 08-07-2023 | 5.46 | 10.38 | - | - | - |
| Tata Multicap Fund - Regular Plan - Growth | 05-02-2023 | 4.74 | 5.91 | - | - | - |
| Union Multicap Fund - Regular Plan - Growth Option | 19-12-2022 | 4.34 | 9.35 | 16.69 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.98%
Others
11.53%
Large Cap
32.1%
Mid Cap
26.39%
Scheme Documents
There are no scheme documents available
