EquityMulti Cap FundDirect · Growth
WhiteOak Capital Multi Cap Fund Direct Plan Growth
WhiteOak Capital · Scheme 152071
₹17.02▼ 0.25%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty 500 Multicap 50:25:25 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.63% |
| 3 Months | +8.45% |
| 6 Months | +8.44% |
| 1 Year | +10.70% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +20.36% |
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 →
Returns52
Consistency50
Risk-adjusted64
Downside protection78
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Alpha vs benchmark: +10.4%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -17%
- ✓ Downside capture: 85% of benchmark falls
- ✓ Direct plan: no distributor commission
Risk metrics
Sharpe ratio
0.92
Sortino ratio
1.13
Volatility
14.75%
Max drawdown
-16.93%
Downside capture
84.90%
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.