FAQ : WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth

WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 10.74 N/A N/A N/A
Average Rolling Returns(%) 30.89 N/A N/A N/A

The Current NAV of WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is ₹16.63.

It is better to invest in a fund with a longer track record as WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.83%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is currently ₹4,684 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Kotak Mahindra Bank and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 25% and 37% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth fund are BFSI, IT and Healthcare accounting for 53% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange 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 - Regular Plan - Growth Fund is Equity - Flexi Cap Fund.

Ramesh Mantri and Piyush Baranwal manage the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth Fund.

WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth current PE ratio is 44.10 and PB ratio is 8.31

The asset allocation of WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is Stocks : 89.13%, Debt : 6.75% and Gold : 4.04%

The minimum SIP amount for WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is 1% on or before 1 months, Nil after 1 months

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