Whiteoak Capital Flexi Cap Fund Regular Plan Growth

Risk: Very High
₹ 16.09
NAV (Jul 25,2024)

Introducing the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth, a top-tier investment option. With an expense ratio of 1.9, PE ratio of 45.70, PB ratio of 10.76, and a scheme AUM of INR 2912.27, this fund offers great potential for growth. With a minimum investment of just INR 500 and no lock-in period, it is accessible and flexible for investors. Trust in the WhiteOak Capital Flexi Cap Fund to maximize your returns.

Whiteoak Capital Flexi Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Whiteoak Capital Flexi Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    48.35
  • P/B Ratio
    UM_URBAN_MONEY

    11.89
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.92
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.20

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.86%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 3599.51 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,138.65 (11.39%)₹ 11,828.85 (18.29%)₹ 13,651.83 (36.52%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 33,415.95 (11.39%)₹ 35,486.55 (18.29%)₹ 40,955.49 (36.52%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 55,693.25 (11.39%)₹ 59,144.25 (18.29%)₹ 68,259.15 (36.52%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 89,109.2 (11.39%)₹ 94,630.8 (18.29%)₹ 1,09,214.64 (36.52%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,11,386.5 (11.39%)₹ 1,18,288.5 (18.29%)₹ 1,36,518.3 (36.52%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited6.45%
  • ICICI Securities Limited4.56%
  • ICICI Bank Limited4.31%
  • Nestle India Limited2.71%
  • Reliance Industries Limited2.64%
  • Larsen & Toubro Limited2.42%
  • Zomato Limited2.09%
  • Titan Company Limited1.99%
  • State Bank of India1.92%
  • Mahindra & Mahindra Limited1.86%
  • Bharat Electronics Limited1.72%
  • CG Power and Industrial Solutions Limited1.71%
  • Tata Consultancy Services Limited1.65%
  • Ambuja Cements Limited1.63%
  • Persistent Systems Limited1.61%
  • Trent Limited1.61%
  • ABB India Limited1.60%
  • Days Tbill MD1.59%
  • Kotak Mahindra Bank Limited1.51%
  • Cholamandalam Investment and Finance Company Ltd1.51%
  • Net Receivables Payables1.44%
  • Maruti Suzuki India Limited1.37%
  • Clearing Corporation of India Ltd1.35%
  • Computer Age Management Services Limited1.32%
  • Bharti Airtel Limited1.17%
  • Info Edge India Limited1.15%
  • Nexus Select Trust REIT1.14%
  • REC Limited1.05%
  • Godrej Consumer Products Limited1.01%
  • Muthoot Finance Limited0.99%
  • InterGlobe Aviation Limited0.98%
  • Tata Steel Limited0.95%
  • Torrent Pharmaceuticals Limited0.92%
  • Brookfield India Real Estate Trust0.89%
  • Varun Beverages Limited0.86%
  • Infosys Limited0.86%
  • Bharat Bijlee Limited0.85%
  • Bajaj Finance Limited0.80%
  • CMS Info System Limited0.79%
  • Power Finance Corporation Limited0.78%
  • Bajaj Finserv Limited0.76%
  • Jyothy Labs Limited0.74%
  • One WAM Limited0.71%
  • Sobha Limited0.69%
  • Max Financial Services Limited0.69%
  • Intellect Design Arena Limited0.69%
  • TBO Tek Limited0.68%
  • Nucleus Software Exports Limited0.67%
  • Shriram Finance Limited0.66%
  • Medi Assist Healthcare Services Limited0.64%
  • Electronics Mart India Limited0.63%
  • Cipla Limited0.62%
  • CSB Bank Limited0.62%
  • Newgen Software Technologies Limited0.61%
  • KSB Limited0.60%
  • Axis Bank Limited0.59%
  • Poly Medicure Limited0.59%
  • ICICI Prudential Life Insurance Company Limited0.56%
  • NTPC Limited0.55%
  • Pidilite Industries Limited0.54%
  • Oil India Limited0.54%
  • Five Star Business Finance Limited0.53%
  • Embassy Office Parks REIT0.53%
  • Sonata Software Limited0.52%
  • Mankind Pharma Limited0.52%
  • Gillette India Limited0.52%
  • Aadhar Housing Finance Limited0.51%
  • Neuland Laboratories Limited0.48%
  • Hindalco Industries Limited0.47%
  • AIA Engineering Limited0.47%
  • Krishna Institute Of Medical Sciences Limited0.46%
  • Ajanta Pharma Limited0.46%
  • Honasa Consumer Limited0.46%
  • Safari Industries India Limited0.45%
  • Oracle Financial Services Software Limited0.44%
  • HDFC Life Insurance Company Limited0.44%
  • Senco Gold Limited0.44%
  • Vijaya Diagnostic Centre Limited0.43%
  • Vesuvius India Limited0.43%
  • Rainbow Childrens Medicare Limited0.42%
  • Varroc Engineering Limited0.41%
  • Neogen Chemicals Limited0.39%
  • JB Chemicals & Pharmaceuticals Limited0.38%
  • Lemon Tree Hotels Limited0.38%
  • Fine Organic Industries Limited0.37%
  • Kewal Kiran Clothing Limited0.37%
  • Navin Fluorine International Limited0.35%
  • Garware Technical Fibres Limited0.35%
  • Astral Limited0.34%
  • SHIVALIK BIMETAL CONTROLS LIMITED0.34%
  • Century Textiles & Industries Limited0.32%
  • Arvind Fashions Limited0.31%
  • Jupiter Life Line Hospitals Limited0.31%
  • JSW Steel Limited0.31%
  • Innova Captab Limited0.28%
  • Global Health Limited0.28%
  • Blue Dart Express Limited0.27%
  • Radiant Cash Management Services Limited0.27%
  • Vodafone Idea Limited0.26%
  • Onward Technologies Limited0.25%
  • Jindal Steel & Power Limited0.25%
  • Xpro India Limited0.24%
  • Indigo Paints Limited0.24%
  • Azad Engineering Ltd0.23%
  • Arman Financial Services Limited0.23%
  • Gujarat Ambuja Exports Limited0.22%
  • Procter & Gamble Hygiene and Health Care Limited0.21%
  • Triveni Turbine Limited0.21%
  • Power Grid Corporation of India Limited0.20%
  • Awfis Space Solutions Limited0.20%
  • India Shelter Finance Corporation Limited0.20%
  • Cholamandalam Financial Holdings Limited0.20%
  • Le Travenues Technology Ltd0.19%
  • The Phoenix Mills Limited0.12%
  • Capital Small Finance Bank Limited0.12%
  • Vedant Fashions Limited0.11%
  • Oil & Natural Gas Corporation Limited0.10%
  • Sobha Limited Rights0.04%
  • Rolex Rings Limited0.02%
  • Indiamart Intermesh Limited0.01%
  • Coforge Limited0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

NJ Flexi Cap Fund - Regular Plan - GrowthNJ Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.77%

LIC MF Flexi Cap Fund - Regular Plan - GrowthLIC MF Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.23%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.73%

Helios Flexi Cap Fund - Regular Plan - GrowthHelios Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.46%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

19.68%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.91%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.13%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

15.21%

Samco Flexi Cap Fund - Regular Plan - GrowthSamco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

14.37%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

12.78%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

53.80%

360 ONE Flexicap Fund - Regular Plan - Growth360 ONE Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

48.60%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

43.46%

Invesco India Flexi Cap Fund - Regular Plan - GrowthInvesco India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

40.57%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

38.56%

Nippon India Flexi Cap Fund - Regular Plan - GrowthNippon India Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

38.33%

Baroda BNP Paribas Flexi Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.59%

ICICI Prudential Flexicap Fund - GrowthICICI Prudential Flexicap Fund - Growth

EQUITY

Very High

34.78%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

34.68%

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

34.34%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

JM Flexicap Fund - Regular Plan - GrowthJM Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

26.06%

IDBI Flexi Cap Fund - GrowthIDBI Flexi Cap Fund - Growth

EQUITY

Very High

23.04%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.04%

Franklin India Flexi Cap Fund - GrowthFranklin India Flexi Cap Fund - Growth

EQUITY

Very High

21.23%

HSBC Flexi Cap Fund - Regular Plan - GrowthHSBC Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.12%

Union Flexi Cap Fund - Regular Plan - GrowthUnion Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

19.44%

Aditya Birla Sun Life Flexi Cap Fund - GrowthAditya Birla Sun Life Flexi Cap Fund - Growth

EQUITY

Very High

16.44%

SBI Flexicap Fund - Regular Plan - GrowthSBI Flexicap Fund - Regular Plan - Growth

EQUITY

Very High

15.21%

Axis Flexi Cap Fund - Regular Plan - GrowthAxis Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.99%

UTI Flexi Cap Fund - Regular Plan - IDCWUTI Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

9.37%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Flexi Cap Fund - GrowthQuant Flexi Cap Fund - Growth

EQUITY

Very High

32.09%

Parag Parikh Flexi Cap Fund - Regular Plan - GrowthParag Parikh Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.31%

DSP Flexi Cap Fund - Regular Plan - IDCWDSP Flexi Cap Fund - Regular Plan - IDCW

EQUITY

Very High

20.88%

HDFC Flexi Cap Fund - GrowthHDFC Flexi Cap Fund - Growth

EQUITY

Very High

19.89%

Shriram Flexi Cap Fund - Regular Plan - GrowthShriram Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.65%

Edelweiss Flexi Cap Fund - Regular Plan - GrowthEdelweiss Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Canara Robeco Flexi Cap Fund - Regular Plan - GrowthCanara Robeco Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.11%

Navi Flexi Cap Fund - Regular Plan - GrowthNavi Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.61%

Tata Flexi Cap Fund - Regular Plan - GrowthTata Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.40%

Motilal Oswal Flexi Cap Fund - Regular Plan - GrowthMotilal Oswal Flexi Cap Fund - Regular Plan - Growth

EQUITY

Very High

12.98%

Show all Funds

Fund Managers

RM

Mr. Ramesh MantriFund Manager

PB

Mr. Piyush BaranwalFund Manager

TA

Ms. Trupti AgrawalFund Manager

DP

Mr. Dheeresh PathakAssistant Fund Manager

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FAQ's

What is the risk level associated with the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth is a high-risk mutual fund.

What is the current NAV (Net Asset Value) of the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 16.09.

What are the returns generated by the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth has delivered notable returns of 37.93% in the past year, $3yearret over a three-year period, and $5yearret over a five-year period.

What is the expense ratio associated with the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth has a 1.87% expense ratio.

What is the minimum investment amount required for the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth requires a minimum investment amount of INR 500.

Is there a systematic investment plan (SIP) available for the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth?

Yes, the WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth offers SIP starting from INR 500 per month.

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