WhiteOak Capital Flexi Cap Fund
Flexi Cap Fund
Launch Date: 12 Jul 2022
Suitable for
Investment Period
3+ year investments
Low risk investors
Prefer steady, predictable returns over high growth.
WhiteOak Capital Flexi Cap Fund
Flexi Cap Fund
Fund Health
Returns 📈
Typically 20-21% if held 3+ years
Risk ⚠️
Risk of less than FD returns -
Very Low
Quality 🏆
Extra Returns for the Risk -
Strong
Consistency of Performance -
Strong
Peer Performance
| Fund | Rolling 3Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Whiteoak Capital Flexi Cap Fund New | 21% | 18% | 0% | Strong |
Bank Of India Flexi Cap Fund New | 25% | 22% | 0% | Good |
Invesco India Flexi Cap Fund New | 23% | 18% | 0% | Strong |
Nifty 500 Benchmark | 15% | 16% | 9% | — |
Flexi Cap Fund Category Average | 15% | 15% | 10% | — |
Return
Recent
Good
Better or close to other funds / index
Overall
Good
Done well in recent years, but average long-term performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Good
Strong overall performance across all metrics
Loading chart...
Details
AUM
₹1851 Cr
Expense Ratio
0.45%
Exit Load
1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter
Minimum Amount
N/A
Fund Manager
N/A
Fund House
WhiteOak Capital Asset Management Limited
Launch Date
12 Jul 2022
Age
3 years
Category
Flexi Cap Fund
Benchmark
Nifty 500 TRI
Home
Find Fund
Portfolio
Fund Detail
Compare