WhiteOak Capital Flexi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Flexi Cap funds is 66.68% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 8.69% .
The fund currently owns more than 165 stocks.
The top 10 holdings account for 37.28% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 13.00% | -1.16% |
| 2 Year Return | 49.73% | 12.01% |
| 3 Year Return | N/A | 35.81% |
| 4 Year Return | N/A | 52.38% |
| 5 Year Return | N/A | 66.68% |
| 6 Year Return | N/A | 109.08% |
| 7 Year Return | N/A | 129.34% |
| Expense Ratio | 0.47% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
8.69%
|
|
| 2 | Finance - Banks - Private Sector |
4.97%
|
|
| 3 | Communication Services |
4.87%
|
|
| 4 | Food Processing & Packaging |
3.72%
|
|
| 5 |
2.89%
|
||
| 6 | Consumer Discretionary |
2.85%
|
|
| 7 | E-Commerce/E-Retail |
2.57%
|
|
| 8 | Financials |
2.39%
|
|
| 9 | Energy |
2.24%
|
|
| 10 | Finance - Banks - Private Sector |
2.09%
|
|
| 11 | Consumer Discretionary |
1.82%
|
|
| 12 | Consumer Discretionary |
1.66%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Flexi Cap
Launch Date: 12 Jul 2022
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Flexi Cap Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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