WhiteOak Capital Flexi Cap Fund Regular Plan Growth

WhiteOak Capital Flexi Cap Fund Regular Plan Growth is a fund scheme from WOC mutual fund. It falls under a Flexi Cap category. After being launched on 2022-08-02. WhiteOak Capital Flexi Cap Fund Regular Plan Growth has achieved Rs 4149.17 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 1.84%.

• Investing Strategy:

  To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization.

• Performance:

  WhiteOak Capital Flexi Cap Fund Regular Plan Growth trailing returns over different times are 24.24% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 24.24%

• Fund Manager & Portfolio Allocation:

  Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Capital Markets, Finance, Retailing, Sectors. First five holdings of this fund are ICICI Bank Limited, HDFC Bank Limited, Zomato Limited, ICICI Securities Limited, Bharti Airtel Limited, 91 Days Tbill (MD 21/11/2024), 91 Days Tbill (MD 03/01/2025), 91 Days Tbill (MD 12/12/2024), 364 Days Tbill (MD 12/12/2024), 182 Days Tbill (MD 28/11/2024) Companies.