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WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 23.74 | N/A | N/A | N/A |
Average Rolling Returns(%) | 34.36 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan is ₹16.58.
It is better to invest in a fund with a longer track record as WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.43%
The process for redemption is
The AUM of WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan is currently ₹4,350 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and ICICI Securities and account for 14% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 28% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan fund are BFSI, IT and Healthcare accounting for 52% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Flexi Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan Fund is Equity - Flexi Cap Fund.
Ramesh Mantri and Piyush Baranwal manage the WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan Fund.
WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan current PE ratio is 52.60 and PB ratio is 9.95
The asset allocation of WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan is Stocks : 88.94%, Debt : 8.46% and Gold : 2.56%
The minimum SIP amount for WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Flexi Cap Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months