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Business News/Market/Market Stats/    WhiteOak Capital Flexi Cap Fund Regular Growth

WhiteOak Capital Flexi Cap Fund Regular Growth

+
  • Equity
  • Flexi Cap
  • Rating N.A.
  • Plan
14.83 +0.11 (0.73%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)3452.84
  • CAGR 38.19%
  • Exit Load1.00%
  • Expense ratio1.90%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2022-08-02

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 21 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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 3452.84 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 1.90%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, ICICI Securities & Nestle India.

 

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

 

Some of the similar funds are HSBC Flexi Cap Fund - Growth, Tata Flexi Cap Fund Regular Growth, Nippon India Flexi Cap Fund Regular Growth, WhiteOak Capital Flexi Cap Fund Regular Growth, Bajaj Finserv Flexi Cap Fund Regular Growth. WhiteOak Capital Flexi Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital Flexi Cap Fund Regular Growth

According to the morning star rating WhiteOak Capital Flexi Cap Fund Regular Growth has a Moderate risk & Exceptional return.
WhiteOak Capital Flexi Cap Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak.
The expense ratio of WhiteOak Capital Flexi Cap Fund Regular Growth is 1.90%.
The 5 year annualized return on WhiteOak Capital Flexi Cap Fund Regular Growth is 0.00% & it has generated 38.19% in the last 1 year.
The minimum investment in WhiteOak Capital Flexi Cap Fund Regular Growth is 500 Rs.
WhiteOak Capital Flexi Cap Fund Regular Growth has an AUM of 3452.84 crores.
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