WhiteOak Capital Flexi Cap Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.92
• Std Deviation 12.49%
• Tracking Error 0.00%

To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

The WhiteOak Capital Flexi Cap Fund Regular Growth has an AUM of 6481.36 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.79%. The minimum investment in WhiteOak Capital Flexi Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include ICICI Bank, HDFC Bank, Mahindra And Mahindra & Bharti Airtel.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Computer Services & Consumer Financial Services.

Some of the similar funds are JM Flexicap Fund Growth, Quant Flexi Cap Fund Growth, Bandhan Flexi Cap Fund Growth, PGIM India Flexi Cap Fund Regular Growth, WhiteOak Capital Flexi Cap Fund Regular Growth. WhiteOak Capital Flexi Cap Fund Regular Growth has a sharpe ratio of 0.92 & a standard deviation of 12.49%.