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

WhiteOak Capital Multi Cap Fund Regular Growth

+
  • Equity
  • Multi-Cap
  • Rating N.A.
  • Plan
12.65 -0.02 (-0.19%) NAV as on 24 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)867.61
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio2.27%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2023-09-25

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 26 May 2024

  • Name
  • Value (Cr)
  • Holding %
  • Clearing Corporation Of India Ltd
  • 26.45
  • 3.05%
View More

Risk & Volitility

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

About Fund

The primary objective of the Scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.

 

The WhiteOak Capital Multi Cap Fund Regular Growth has an AUM of 867.61 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 2.27%. The minimum investment in WhiteOak Capital Multi 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 - & - respectively.

 

The top holdings of the fund include Clearing Corporation Of India Ltd, ICICI Securities, HDFC Bank & ICICI Bank.

 

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

 

Some of the similar funds are ITI Multi Cap Fund Regular Growth, DSP Multicap Fund Regular Growth, Union Multicap Fund Regular Growth, WhiteOak Capital Multi Cap Fund Regular Growth, Bank of India Multi Cap Fund Regular Growth. WhiteOak Capital Multi Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital Multi Cap Fund Regular Growth

According to the morning star rating WhiteOak Capital Multi Cap Fund Regular Growth has a & return.
WhiteOak Capital Multi Cap Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah.
The expense ratio of WhiteOak Capital Multi Cap Fund Regular Growth is 2.27%.
The 5 year annualized return on WhiteOak Capital Multi Cap Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in WhiteOak Capital Multi Cap Fund Regular Growth is 500 Rs.
WhiteOak Capital Multi Cap Fund Regular Growth has an AUM of 867.61 crores.
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