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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

PeriodFundBenchmark
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

PeriodInvestedValue nowYearly 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

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