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EquityMulti-Cap

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)

This Fund

6 years 11 months

NIFTY 50

4 years 7 months

FD

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

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.

  1. ICICI Bank Ltd: 5.10%
  2. HDFC Bank Ltd: 4.60%
  3. Eternal Ltd: 2.11%
  4. Kotak Mahindra Bank Ltd: 1.73%
  5. Bharti Hexacom Ltd: 1.71%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2023-09-22
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 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 Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from WhiteOak Capital Asset Management Limited

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Estimated Returns in 1 Years

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Total Amount

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