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.
Review
Delivers good overall results with strong recent performance and lower risk, though long-term data is limited.
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
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Track Record
Recent Performance
+40%
+20%
0%
-10%
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Mar '23
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
8 months
Fund
|
8 months
Index
Average time taken to recover after a major fall
Fastest recovery
1 mth|12 days
Slowest recovery
21 mth|23 mth
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
FAQs
Is WhiteOak Capital Flexi Cap Fund a good mutual fund?
WhiteOak Capital Flexi Cap Fund is a Good fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 21%
•
Risk of earning less than FD returns has been Very Low
•
Performance consistency has been Good
Compared with other funds in the Flexi Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 3+ years.
* This fund is 3 years old and data is limited for different market cycles.
Should I invest in WhiteOak Capital Flexi Cap Fund?
If you're looking for a Flexi Cap Fund fund, WhiteOak Capital Flexi Cap Fund is one of the stronger options based on its long-term returns, risk management and consistency.
However, your investment horizon, risk tolerance and existing portfolio should also be considered before investing.
* This fund is 3 years old and data is limited for different market cycles.
Is WhiteOak Capital Flexi Cap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, WhiteOak Capital Flexi Cap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 0% of periods.
This suggests the fund carries less risk relative to its peers.
* This fund is 3 years old and data is limited for different market cycles.
Can I lose money in WhiteOak Capital Flexi Cap Fund?
Yes.
Like all equity mutual funds, WhiteOak Capital Flexi Cap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 3+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
* This fund is 3 years old and data is limited for different market cycles.
What returns can I expect from WhiteOak Capital Flexi Cap Fund?
Historically, investors holding WhiteOak Capital Flexi Cap Fund for 3+ years experienced:
•
Typical returns around 21% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of 17% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
* This fund is 3 years old and data is limited for different market cycles.
How risky is WhiteOak Capital Flexi Cap Fund?
WhiteOak Capital Flexi Cap Fund has a Very Low risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 0%
•
Average fall during major market declines: 11%
•
Average recovery time: 8 months
* This fund is 3 years old and data is limited for different market cycles.
How does WhiteOak Capital Flexi Cap Fund perform during market crashes?
During major market declines, WhiteOak Capital Flexi Cap Fund has historically fallen around 11% compared with 11% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
* This fund is 3 years old and data is limited for different market cycles.
How long does WhiteOak Capital Flexi Cap Fund take to recover after a fall?
Historically, WhiteOak Capital Flexi Cap Fund has taken around 8 months to recover from major market declines.
The benchmark recovered in approximately 8 months.
Faster recovery times generally indicate stronger resilience during market corrections.
* This fund is 3 years old and data is limited for different market cycles.
Who should invest in WhiteOak Capital Flexi Cap Fund?
WhiteOak Capital Flexi Cap Fund may be suitable for investors who:
•
Have an investment horizon of at least 3+ years
•
Are comfortable with Low risk
•
Want exposure to Flexi Cap Fund funds
Who should avoid WhiteOak Capital Flexi Cap Fund?
This fund may not be suitable for investors who:
•
Need money within 3+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is WhiteOak Capital Flexi Cap Fund suitable for SIP investing?
WhiteOak Capital Flexi Cap Fund can be suitable for SIP investors with a horizon of at least 3+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that WhiteOak Capital Flexi Cap Fund earns less than a fixed deposit?
Historically, investors holding WhiteOak Capital Flexi Cap Fund for 3 years earned less than FD returns in approximately 0% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
* This fund is 3 years old and data is limited for different market cycles.
How consistent is WhiteOak Capital Flexi Cap Fund?
WhiteOak Capital Flexi Cap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 48%
•
Bottom performer: 0%
* This fund is 3 years old and data is limited for different market cycles.
Is the extra return from WhiteOak Capital Flexi Cap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, WhiteOak Capital Flexi Cap Fund delivered Good risk-adjusted returns compared with similar funds.
* This fund is 3 years old and data is limited for different market cycles.
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