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WhiteOak Capital Multi Cap Fund Regular Plan Growth

WhiteOak Capital · Flexi Cap
High
₹15.60
Current NAV
25 Jun 2026
14.2%
1Y Return
18.2%
3Y CAGR
15.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.42).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.42).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.42
Sharpe Ratio
0.42
Beta
5.42
Alpha
1.59
Sortino
Fund Details
Fund House WhiteOak Capital
Category Flexi Cap
AUM ₹2470 Cr
Expense Ratio 1.22%
Min SIP ₹500
Min Lumpsum ₹1000
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