WhiteOak Capital Asset Management Limited

WhiteOak Capital Flexi Cap Fund Regular Plan Growth

EquityFlexi - Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return-
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.19%
  • Lock-in Period--
  • Exit Load1%
  • Fund Size (Cr)Rupees1196.5
  • NAVRupees10.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

To Generate Long-Term Capital Appreciation By Investing Predominately In Equity & Equity Related Instruments Across Market Capitalization. However, There Can Be No Assurance Or Guarantee That The Investment Objective Of The Scheme Would Be Achieved.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Limited 9
  • Housing Development Finance Corporation Limited 5.7
  • Clearing Corporation of India Limited 4.3
  • Nestle India Limited 4.2
  • Titan Company Limited 2.9
  • Reliance Industries Limited 2.9
  • HDFC Bank Limited 2.6
  • Kotak Mahindra Bank Limited 2.5
  • Infosys Limited 2.5
  • Larsen & Toubro Limited 2.4
  • Net Receivables / Payables 1.9
  • Sectors %
  • Banks15.9
  • Finance12
  • Internet and Technology7.2
  • Consumer Durables7
  • Cash/Deposits/Margins/Treps/Repo/Swaps6.3

Fund House