EquityFlexi Cap FundDirect · Growth
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth
WhiteOak Capital · Scheme 150346
₹19.34▼ 0.22%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
16.9%
Risk (SEBI)
—
Min SIP
—
Benchmark
—
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.47% |
| 3 Months | +7.81% |
| 6 Months | +5.26% |
| 1 Year | +7.87% |
| 3 Years (CAGR) | +16.88% |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +17.87% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns69
Consistency100
Risk-adjusted64
Downside protection81
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +16.9%
- ✓ 3Y CAGR vs category: +2.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 94% of windows
- ✓ Alpha vs benchmark: +8.1%
What to watch
- • 1Y return: +7.9%
Risk metrics
Sharpe ratio
0.87
Sortino ratio
1.07
Volatility
12.96%
Max drawdown
-15.59%
Downside capture
83.50%
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.