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WhiteOak Capital Mutual Fund · Equity: Flexi Cap
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth
To generate long-term capital appreciation by investing predominately in equity and equity related instruments across the spectrum of various market capitalization. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE 500 TRITER · 2.06%Inception · 05-08-2022
NAV
₹17.38
+0.86% · as of 13-10-2026
Since inception
14.04%
CAGR
Benchmark (inception)
11.88%
CAGR
Fund size
₹9,325 Cr
AUM
Expense ratio
2.06%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.04% CAGR vs benchmark +11.88%.
Portfolio
Where the money is invested
Top holdings
ICICI BANK LIMITED EQ NEW FV RS. 2/-8.61%
HDFC BANK LIMITED EQ NEW FV RE. 1/-7.22%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.47%
Nestle India Ltd3.08%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.52.58%
ZOMATO LIMITED EQ2.42%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.42%
Kotak Mahindra Bank Limited2.24%
RELIANCE INDUSTRIES LIMITED EQ2.20%
MARUTI SUZUKI INDIA LIMITED EQ1.75%
Sector allocation
Financial Services33.74%
Healthcare9.28%
Capital Goods9.08%
Automobile and Auto Components5.85%
Consumer Services5.78%
Telecommunication4.47%
Fast Moving Consumer Goods3.94%
Consumer Durables3.45%
Oil, Gas & Consumable Fuels2.95%
Chemicals2.54%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.0% p.a.₹10,000
10 years
Projected value
₹26,27,312
Invested: ₹12,00,000
Gained: ₹14,27,312
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150347
ISIN (Growth)
INF03VN01506
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Flexi Cap funds
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