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WhiteOak Capital Flexi Cap Fund Direct dividend reinvestment
Equity • Flexi Cap • Direct dividend reinvestment
Insufficient fund history to generate its report card
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Flexi Cap
Direct dividend reinvestment
Launched On
02 Aug 2022
2.1 years ago
Lock-in Period
No lock-in
NAV
as of 09 Sep 2024
₹17.33
-0.7949% (-0.10)
AUM
₹3,850 Cr
Expense ratio
0.37%
Benchmark
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
15%
Units held more than 1Y
10%
Exit Load
If units sold before 1M
1%
If units sold after 1M
0%
Distribution
Asset split
Market capital
Equity94.74%
Cash3.66%
Debt1.60%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Technology
Consumer Defensive
Fund House
WhiteOak
Inc: 17 Jan 2019 • Total AUM: ₹12,796 Cr • Rank #29WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.
Fund Managers
Piyush Baranwal
Experience: 5.64 yrs • Total AUM: 61,063 Cr
Ramesh Mantri
Experience: 2.09 yrs • Total AUM: 50,924 Cr
Trupti Agrawal
Experience: 2.07 yrs • Total AUM: 50,252 Cr
Dheeresh Pathak
Experience: 0.58 yrs • Total AUM: 51,880 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Flexi Cap Fund
Equity • Flexi Cap3Y CAGR
27.05%
Expense ratio
0.77%
Returns vs category
Risk vs category
Parag Parikh Flexi Cap Fund
Equity • Flexi Cap3Y CAGR
18.49%
Expense ratio
0.63%
Returns vs category
Risk vs category
Canara Robeco Flexi Cap Fund
Equity • Flexi Cap3Y CAGR
15.52%
Expense ratio
0.53%
Returns vs category
Risk vs category
PGIM India Flexi Cap Fund
Equity • Flexi Cap3Y CAGR
12.65%
Expense ratio
0.43%
Returns vs category
Risk vs category
Axis Flexi Cap Fund
Equity • Flexi Cap3Y CAGR
12.38%
Expense ratio
0.69%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.