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WhiteOak Capital Mutual Fund · Equity · Flexi Cap · Regular plan

WhiteOak Capital Flexi Cap Fund - Regular Plan - Growth

₹17.169NAV on 30 Oct 2026Expense ratio 2.05%
3 Nov 2025NAV low 15.34 · high 18.41-3.1%

In plain words

Over 3 years it returned +12.6% a year, against +7.4% for its benchmark index.

Its worst fall from a peak in the last 3 years was -15.8%.

On 3-year return it ranks 12 of 36 funds in Flexi Cap.

A monthly SIP over 3 years ended ₹8,291 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-4.2%-5.1%
6 months+2.5%-3.2%
1 year-2.5%-10.2%
3 years (yearly)+12.6%+7.4%
Since start (yearly)+13.8%+11.2%

Monthly SIP of ₹10,000

PeriodInvestedValue nowYearly return
1 year₹1,20,000₹1,19,984-0.0%
3 years₹3,60,000₹3,87,415+4.8%

Other plan of this fund: WhiteOak Capital Flexi Cap Fund - Direct Plan - Growth

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