AUM : ₹ 2655.31 Cr
|Tenure||Fund Return||Category Average||Rank Within Category|
Fund Category: equity
A fund type refers to the asset allocation pattern or the investment strategy of a mutual fund. Based on the asset allocation pattern/ investment strategy Mutual funds are classified into
Each type of fund has different risks, rewards and features.
Sub Category: flexi cap
A fund sub-category is the categorization of mutual funds within a broader category based on factors like investment style. Understanding the fund sub-categories helps investors choose the right mutual funds that fit their investment objectives. For example, there are 16 sub-categories of debt mutual funds, including liquid funds, money market funds, corporate bond funds, etc.
Benchmark Index: S&P BSE 500 TRI
The Benchmark index for a particular mutual fund is the standard against which the scheme plans to measure its performance. It indicates how much an individual’s investment should have earned, which can be used to compare the actual earnings. Ideally, a mutual fund’s target must match the benchmark performance.
The performance ratio helps you analyse and compare various mutual funds schemes. Through this ratio, you can understand which AMC or investment can offer you inflation-beating gains, risk adjustment, ideal asset allocation, etc. Performance ratios are calculated through the means of alpha, beta, standard deviation, sharpe ratio, sortino ratio, and portfolio turnover.
The Whiteoak Capital Flexi Cap Fund Direct Plan Growth is a flexi cap.
Min. SIP Amount
Min. Lumpsum Amount
Min. Additional Amount
Equity STCG: 15%Up to 12 months
Equity LTCG: 10%More than 12 months
Whiteoak Capital Flexi Cap Fund Direct Plan Growth
This Scheme aims to offer its investors the benefits of all three market capitalizations (large cap, mid cap & small cap). There is no predetermined allocation towards any of the market caps, sectors or any investment style biases. Fund Manager has a flexibility to decide the actual allocation towards companies based on fundamentals of businesses & their long-term growth potential. This Scheme aims to construct a portfolio which may help to unlock growth opportunities for investors.