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- Whiteoak Capital Multi Cap Fund Regular Plan Growth
Whiteoak Capital Multi Cap Fund Regular Plan Growth
NAV (Apr 26,2024)
WhiteOak Capital Multi Cap Fund - Regular Plan - Growth is a mutual fund scheme that offers growth opportunities for investors. With an expense ratio of 2.32%, it aims to deliver consistent returns over the long term. The scheme has an established date of September 22, 2023, and requires a minimum investment of INR 500. With a PE ratio of 46.43 and a PB ratio of 10.06, this fund provides diversification across different market caps to optimize returns. The current scheme AUM is INR 583.82 crore.
Whiteoak Capital Multi Cap Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Whiteoak Capital Multi Cap Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio50.20
- P/B Ratio10.43
- Alpha0.02
- Beta0.90
- Sharpe0.17
- Sortino0.26
Fund Overview
2.27%
0%
No Lock-in
₹ 780.60 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 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 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,717.65 (7.18%) | ₹ 12,532.92 (25.33%) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 32,152.95 (7.18%) | ₹ 37,598.76 (25.33%) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 53,588.25 (7.18%) | ₹ 62,664.6 (25.33%) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 85,741.2 (7.18%) | ₹ 1,00,263.36 (25.33%) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,07,176.5 (7.18%) | ₹ 1,25,329.2 (25.33%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited5.17%
- HDFC Bank Limited2.75%
- Clearing Corporation of India Ltd2.34%
- Reliance Industries Limited2.07%
- Nestle India Limited2.05%
- CG Power and Industrial Solutions Limited1.92%
- ABB India Limited1.88%
- Days Tbill MD1.86%
- Zomato Limited1.85%
- Titan Company Limited1.79%
- The Indian Hotels Company Limited1.62%
- Bharat Electronics Limited1.60%
- Ambuja Cements Limited1.51%
- Larsen & Toubro Limited1.44%
- Bajaj Finance Limited1.26%
- Trent Limited1.22%
- Jindal Stainless Limited1.17%
- Computer Age Management Services Limited1.16%
- Power Finance Corporation Limited1.13%
- REC Limited1.08%
- Nexus Select Trust REIT1.07%
- Intellect Design Arena Limited1.01%
- Coforge Limited0.99%
- State Bank of India0.92%
- Shriram Finance Limited0.91%
- Torrent Pharmaceuticals Limited0.89%
- Kotak Mahindra Bank Limited0.87%
- Astral Limited0.84%
- Mahindra & Mahindra Limited0.82%
- Max Financial Services Limited0.82%
- Info Edge India Limited0.80%
- One WAM Limited0.80%
- Tata Consultancy Services Limited0.80%
- Global Health Limited0.79%
- KSB Limited0.79%
- Medi Assist Healthcare Services Limited0.78%
- Godrej Consumer Products Limited0.77%
- KPIT Technologies Limited0.75%
- Net Receivables Payables0.73%
- CMS Info System Limited0.73%
- Oil India Limited0.73%
- Sobha Limited0.73%
- Sonata Software Limited0.72%
- Five Star Business Finance Limited0.71%
- Balkrishna Industries Limited0.70%
- Pidilite Industries Limited0.69%
- Ajanta Pharma Limited0.69%
- The Phoenix Mills Limited0.69%
- Tata Steel Limited0.69%
- Maruti Suzuki India Limited0.69%
- AIA Engineering Limited0.69%
- Blue Star Limited0.68%
- Neuland Laboratories Limited0.68%
- Bajaj Finserv Limited0.67%
- Century Textiles & Industries Limited0.66%
- Mankind Pharma Limited0.66%
- Newgen Software Technologies Limited0.66%
- Bharat Bijlee Limited0.66%
- Rashi Peripherals Limited0.65%
- Rainbow Childrens Medicare Limited0.64%
- CreditAccess Grameen Limited0.64%
- Nucleus Software Exports Limited0.62%
- Infosys Limited0.62%
- Kolte Patil Developers Limited0.61%
- The Federal Bank Limited0.60%
- Dixon Technologies India Limited0.59%
- Cipla Limited0.59%
- Vijaya Diagnostic Centre Limited0.59%
- Poly Medicure Limited0.59%
- Varun Beverages Limited0.58%
- Electronics Mart India Limited0.58%
- Bank of India0.57%
- Arvind Fashions Limited0.57%
- Brookfield India Real Estate Trust0.53%
- Krishna Institute Of Medical Sciences Limited0.53%
- Honasa Consumer Limited0.50%
- Max Healthcare Institute Limited0.50%
- Procter & Gamble Hygiene and Health Care Limited0.50%
- Bayer Cropscience Limited0.49%
- Gopal Snacks Limited0.49%
- PI Industries Limited0.49%
- ICICI Securities Limited0.48%
- Indian Bank0.48%
- NTPC Limited0.48%
- Hindustan Petroleum Corporation Limited0.47%
- Jyothy Labs Limited0.47%
- JB Chemicals & Pharmaceuticals Limited0.46%
- HDFC Life Insurance Company Limited0.46%
- Endurance Technologies Limited0.44%
- Narayana Hrudayalaya Limited0.44%
- ACC Limited0.44%
- Safari Industries India Limited0.44%
- The Jammu & Kashmir Bank Limited0.43%
- Zydus Lifesciences Limited0.43%
- Alkem Laboratories Limited0.43%
- Abbott India Limited0.42%
- India Shelter Finance Corporation Limited0.42%
- Senco Gold Limited0.42%
- CSB Bank Limited0.41%
- Kewal Kiran Clothing Limited0.41%
- ICICI Prudential Life Insurance Company Limited0.41%
- Oracle Financial Services Software Limited0.40%
- Metro Brands Limited0.40%
- Grindwell Norton Limited0.39%
- Fine Organic Industries Limited0.38%
- Gujarat Ambuja Exports Limited0.37%
- Hindalco Industries Limited0.37%
- Vesuvius India Limited0.37%
- Syngene International Limited0.37%
- Nippon Life India Asset Management Limited0.37%
- SHIVALIK BIMETAL CONTROLS LIMITED0.37%
- Innova Captab Limited0.37%
- Ashiana Housing Limited0.37%
- Dalmia Bharat Limited0.36%
- Petronet LNG Limited0.35%
- Triveni Turbine Limited0.33%
- Xpro India Limited0.33%
- Nesco Limited0.32%
- Indiamart Intermesh Limited0.31%
- Apeejay Surrendra Park Hotels Limited0.30%
- Garware Technical Fibres Limited0.30%
- Go Fashion India Limited0.29%
- Bharti Airtel Limited0.29%
- Radiant Cash Management Services Limited0.29%
- Onward Technologies Limited0.29%
- Arman Financial Services Limited0.29%
- Star Health And Allied Insurance Company Limited0.28%
- Capital Small Finance Bank Limited0.28%
- Muthoot Finance Limited0.27%
- Sai Silks Kalamandir Limited0.27%
- Azad Engineering Ltd0.25%
- M India Limited0.25%
- InterGlobe Aviation Limited0.25%
- Colgate Palmolive India Limited0.23%
- Saregama India Limited0.23%
- Cello World Limited0.22%
- Vedant Fashions Limited0.21%
- Cholamandalam Investment and Finance Company Ltd0.21%
- Craftsman Automation Limited0.20%
- Persistent Systems Limited0.15%
- Jupiter Life Line Hospitals Limited0.08%
- Bank - Private10.51%
- IT - Software6.99%
- Electric Equipment4.46%
- Finance - NBFC4.29%
- Retailing3.33%
- Consumer Food3.13%
- Miscellaneous3.07%
- Refineries2.54%
- Finance Term Lending2.22%
- Diamond & Jewellery2.20%
- e-Commerce2.16%
- Bank - Public1.97%
- Finance - Others1.62%
- BPO/ITeS1.54%
- Plastic Products1.16%
- Depository Services1.16%
- Business Support1.15%
- Insurance1.15%
- Trading1.15%
- Chemicals1.07%
- Finance - Investment0.96%
- Textile0.92%
- Diversified0.91%
- Compressors / Pumps0.79%
- Metal - Non Ferrous0.74%
- Oil Exploration0.73%
- Tyres & Allied0.70%
- Castings/Forgings0.69%
- Air Conditioners0.68%
- Auto Ancillary0.64%
- Finance - Housing0.42%
- Abrasives0.39%
- Solvent Extraction0.37%
- Refractories0.37%
- Airlines0.25%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
HSBC Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 31.40% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.32% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.61% |
HDFC Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.19% |
ICICI Prudential Multicap Fund - Growth | EQUITY | Very High | 19.67% |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 17.69% |
Union Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 17.11% |
SBI Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 15.14% |
Aditya Birla Sun Life Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 13.48% |
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth | EQUITY | Very High | -3.41% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
HSBC Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 60.75% |
Quant Active Fund - Growth | EQUITY | Very High | 53.48% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 53.05% |
ITI Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 51.45% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 45.45% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 39.07% |
Sundaram Multi Cap Fund - Growth | EQUITY | Very High | 38.54% |
LIC MF Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 38.29% |
Bandhan Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 36.19% |
Tata Multicap Fund - Regular Plan - Growth | EQUITY | Very High | 32.57% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 31.55% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 28.12% |
Quant Active Fund - Growth | EQUITY | Very High | 27.16% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 25.75% |
ICICI Prudential Multicap Fund - Growth | EQUITY | Very High | 24.17% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 23.73% |
Sundaram Multi Cap Fund - Growth | EQUITY | Very High | 22.78% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 21.31% |
Axis Capital Builder Fund - Series 4 - Regular Plan - Growth | EQUITY | Very High | 20.86% |
ITI Multi-Cap Fund - Regular Plan - Growth | EQUITY | Very High | 18.38% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Active Fund - Growth | EQUITY | Very High | 29.05% |
Kotak India Growth Fund - Series 4 - Growth | EQUITY | Very High | 26.06% |
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 24.30% |
Baroda BNP Paribas Multi Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.41% |
Nippon India Multi Cap Fund - Growth | EQUITY | Very High | 20.40% |
Invesco India Multicap Fund - Growth | EQUITY | Very High | 19.12% |
Sundaram Multi Cap Fund - Growth | EQUITY | Very High | 18.82% |
ICICI Prudential Multicap Fund - Growth | EQUITY | Very High | 18.79% |
Fund Managers
Mr. Ramesh MantriFund Manager
Ms. Trupti AgrawalFund Manager
Mr. Piyush BaranwalFund Manager
Mr. Dheeresh PathakAssistant Fund Manager
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WhiteOak Capital Multi Cap Fund - Regular Plan - Growth
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