WhiteOak Capital Multi Cap Fund Direct Growth
3Y Annualised
N/A
-0.53% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.82%
-0.53% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 11 months
4 years 7 months
9 years 7 months
Fund info
Fund size
₹2065.13 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed switched-out after 1 month from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Multi Cap Fund Institutional Payout Inc Dist cum Cap Wdrl
2nd
Nippon India Multi Cap Fund Institutional Reinvestment Inc Dist cum Cap Wdrl
3rd
Mahindra Manulife Multi Cap Fund Direct Plan Reinvestment of Income Dis cum Cptl Wdrl
4th
Mahindra Manulife Multi Cap Fund Direct Plan Payout of Income Dis cum Cptl Wdrl
5th
Mahindra Manulife Multi Cap Fund Direct Plan Growth
61st
WhiteOak Capital Multi Cap Fund Direct Growth
Fund Managers
About WhiteOak Capital Multi Cap Fund Direct Growth
WhiteOak Capital Multi Cap Fund Direct Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 1 years, having been launched on 2023-09-22. WhiteOak Capital Multi Cap Fund Direct Growth has ₹2065.13 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Multi Cap Fund Direct Growth as of Fri Jul 18 2025 is ₹15.548. The fund has an expense ratio of 0.43%, which is medium comparable to most other Equity funds.
WhiteOak Capital Multi Cap Fund Direct Growth returns for the last 1 year are 10.56%. Since launch, it has delivered 27.43% average annual returns.
The WhiteOak Capital Multi Cap Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Communication Services, Real Estate, Technology, Industrials, Energy sectors.
Top 5 Holdings of WhiteOak Capital Multi Cap Fund Direct Growth.
- ICICI Bank Ltd: 5.10%
- HDFC Bank Ltd: 4.60%
- Eternal Ltd: 2.11%
- Kotak Mahindra Bank Ltd: 1.73%
- Bharti Hexacom Ltd: 1.71%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2023-09-22 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Multi Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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