WhiteOak Capital Multi Cap Fund Regular Plan Growth

Category:
Equity: Multi Cap
Status:
Open Ended Schemes
Launch Date:
22-09-2023
ISIN Number:
INF03VN01795
Minimum Investment:
100
Minimum SIP:
0
Total Assets: (29-11-2024):
1396.71
Nav (20-12-2024)
14.553
CAGR Since Inception:
35.2
Benchmark:
Nifty 500 Multicap 50:25:25 TRI
Expense Ratio (30-11-2024)::
2.07 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 1 month.
Asset Class
Equity
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak:
Scheme Objective
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On WhiteOak Capital Multi Cap Fund Regular Plan Growth NIFTY 50 TRI Equity: Multi Cap
CAGR since inception 35.20% 13.95% 20.20%
1 Year 31.76% 12.84% 27.33%
3 Year 0.00% 13.73% 21.31%
5 Year 0.00% 15.28% 22.39%
10 Year 0.00% 12.46% 15.41%
Nav / Index Value as on2024-12-22 1,396.71% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.89
Debt 1.33
Cash & Cash Equivalents 2.48
Equity 94.3
Company Holding
HDFC BANK LIMITED 4.15
ICICI BANK LIMITED 3.29
ZOMATO LIMITED 3.01
ICICI SECURITIES LIMITED 2.51
NEXUS SELECT TRUST 1.89
KRN HEAT EXCHANGER AND REFRIGERATION LIMITED 1.8
CIGNITI TECHNOLOGIES LIMITED 1.65
MOTILAL OSWAL FINANCIAL SERVICES LIMITED 1.62
STATE BANK OF INDIA 1.36
THE INDIAN HOTELS COMPANY LIMITED 1.32
FAQ's of WhiteOak Capital Multi Cap Fund Regular Plan Growth
How do I use the SIP Calculator to calculate WhiteOak Capital Mutual Fund ?

To calculate the WhiteOak Capital Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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WhiteOak Capital Multi Cap Fund Regular Plan Growth