WhiteOak Capital Multi Cap Fund Direct Growth
3Y Annualised
N/A
0.96% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.53%
0.96% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years
6 years
9 years 7 months
Fund info
Fund size
₹2934.41 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
ICICI Prudential Multicap Fund Direct Plan Payout Inc Dist cum Cap Wdrl
2nd
ICICI Prudential Multicap Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
3rd
ICICI Prudential Multicap Fund Direct Plan Growth
4th
Quant Multi Cap Fund Growth Option Direct Plan
5th
Quant Multi Cap Fund Direct Plan Payout of Income Distribution cum capital withdrawal option
103rd
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 2 years, having been launched on 2023-09-22. WhiteOak Capital Multi Cap Fund Direct Growth has ₹2934.41 Cr worth of assets under management (AUM) as of Tue Apr 21 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Multi Cap Fund Direct Growth as of Mon Apr 20 2026 is ₹15.621. The fund has an expense ratio of 0.68%, which is medium comparable to most other Equity funds.
WhiteOak Capital Multi Cap Fund Direct Growth returns for the last 1 year are 12.22%. Since launch, it has delivered 19.03% average annual returns.
The WhiteOak Capital Multi Cap Fund Direct Growth has the majority of its money invested in Financial Services, Real Estate, Consumer Cyclical, Communication Services, null, Energy sectors.
Top 5 Holdings of WhiteOak Capital Multi Cap Fund Direct Growth.
- ICICI Bank Ltd: 4.99%
- HDFC Bank Ltd: 3.90%
- Nexus Select Trust Reits: 2.00%
- Eternal 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 |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.82%
expense ratio
0.31%
fund size
₹591.94 Cr
Capital PreservationLiquid
3Y CAGR
6.92%
expense ratio
0.19%
fund size
₹591.94 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
7.07%
expense ratio
0.52%
fund size
₹586.03 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.48%
expense ratio
1.02%
fund size
₹586.03 Cr
EquityLarge-Cap
3Y CAGR
16.57%
expense ratio
2.16%
fund size
₹1045.06 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
