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WhiteOak Capital Multi Cap Fund Direct Plan Growth

WhiteOak Capital · Scheme 152071

17.13 0.18%NAV · 2026-09-18
65
Decent FundScore
Start SIP
AUM
₹4,134 cr
Expense ratio
0.92%
3Y CAGR
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 Multicap 50:25:25 TRI
Fund manager: Ramesh MantriExit load: Nil
Decent · 65/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Protects capital well — worst-ever fall was only 17%.
  • Alpha vs benchmark: +11.1%
  • Volatility: 15% annualised
  • Max drawdown: -17%

📉 What could drag it down

  • Short track record — not enough history yet to judge long-term performance; treat the score as provisional.

FundScore breakdown

65/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
65
Risk-adjusted
Decent
79
Downside protection
Strong
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.