WhiteOak Capital Mutual Fund · Equity · Flexi Cap · Direct plan
WhiteOak Capital Flexi Cap Fund - Direct Plan - Growth
₹18.245NAV on 30 Oct 2026Expense ratio 0.83%
29 Oct 2025NAV low 16.17 · high 19.52-2.9%
In plain words
Over 3 years it returned +14.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -15.6%.
On 3-year return it ranks 12 of 36 funds in Flexi Cap.
A monthly SIP over 3 years ended ₹8,778 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.8% | +1.9% |
| 3 months | -4.3% | -5.1% |
| 6 months | +2.3% | -3.2% |
| 1 year | -2.6% | -10.2% |
| 3 years (yearly) | +14.0% | +7.4% |
| Since start (yearly) | +15.2% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,443 | -0.8% |
| 3 years | ₹3,60,000 | ₹3,97,072 | +6.2% |
Other plan of this fund: WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth