← WhiteOak Capital Mutual Fund
WhiteOak Capital Multi Cap Fund Regular Plan Growth
Open Ended Schemes(Equity Scheme - Multi Cap Fund)Very High RiskISIN INF03VN01795
NAV · 06-Jul-2026
₹15.9850
1M
+5.38%
6M
+1.88%
1Y (CAGR)
+5.40%
3Y (CAGR)
—
5Y (CAGR)
—
Since inception (CAGR)
+18.09%
NAV history
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Risk & SIP analytics
Volatility (3y)
14.87%
Downside dev (3y)
12.41%
Max drawdown (3y)
-17.2%
Calendar-year returns
2024 +28.6%2025 +5.6%
Fund facts
Fund managerPiyush Baranwal · Ramesh Mantri · Trupti Agrawal · Dheeresh Pathak · Ashish Agrawal
AUM₹35,853 Cr
TER · AMFI officialDirect 0.96% · Regular 2.30% (2026-06-30)
Launch date31-Aug-2023
Plan typeOpen Ended · Equity
Min lumpsumMinimum of Rs. 500/- and in multiples of Re. 1/-
Lock-inNone
Volatility14.82
AMCWhiteOak Capital Asset Management Limited
Objective · The primary objective of the Scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.
scheme documents ↗