WhiteOak Capital Multi Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Cap funds is 78.51% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 5.49% .
The fund currently owns more than 205 stocks.
The top 10 holdings account for 24.12% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.36% | 2.41% |
| 2 Year Return | 65.65% | 17.24% |
| 3 Year Return | N/A | 47.94% |
| 4 Year Return | N/A | 65.92% |
| 5 Year Return | N/A | 78.51% |
| 6 Year Return | N/A | 116.64% |
| 7 Year Return | N/A | 149.79% |
| Expense Ratio | 0.50% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
5.49%
|
|
| 2 |
3.02%
|
||
| 3 | Finance - Banks - Private Sector |
2.90%
|
|
| 4 | Food Processing & Packaging |
2.52%
|
|
| 5 | Communication Services |
2.44%
|
|
| 6 | Consumer Discretionary |
1.69%
|
|
| 7 | Real Estate Investment Trusts (REIT) |
1.57%
|
|
| 8 | E-Commerce/E-Retail |
1.57%
|
|
| 9 | Financials |
1.48%
|
|
| 10 | Financials |
1.44%
|
|
| 11 | Financials |
1.40%
|
|
| 12 | Telecom Services |
1.38%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Multi Cap
Launch Date: 31 Aug 2023
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Multi 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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