WhiteOak Capital Multi Cap Fund Regular Plan Growth
WhiteOak Capital Multi Cap Fund Regular Plan Growth
Category: Equity: Multi Cap
Launch Date: 22-09-2023
Riskometer: Very High
NAV as on 16-06-2025
₹ 14.782
₹
0.13
(
0.8997%)
CAGR Since Inception
25.29%
NIFTY500 MULTICAP 50:25:25 TRI 16.24%
Asset Class
Equity
Status
Open Ended Schemes
Fund Managers
Ramesh Mantri
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.
Benchmark
NIFTY500 MULTICAP 50:25:25 TRI
Expense Ratio
2.01% As on (31-05-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
1,889.48 Cr As on (30-05-2025)
PERFORMANCE of WhiteOak Capital Multi Cap Fund Regular Plan Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of WhiteOak Capital Multi Cap Fund Regular Plan Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
WhiteOak Capital Multi Cap Fund Regular Plan Growth
