Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹6,890 Cr
Lock In Period
N/A
Expense Ratio
1.79
Benchmark
BSE 500 Total Return
Exit Load
1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.
Summary
Latest details for WhiteOak Capital Flexi Cap Fund Growth include a ₹17.033 NAV as of Apr 17,2026 and returns since inception of 65.92%. Minimum investments start at SIP ₹100. The WhiteOak Capital Flexi Cap Fund Growth AUM is ₹6,890 Cr, with a lock-in of N/A years, expense ratio of 1.79%, and benchmark BSE 500 Total Return. Exit load is - 1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded 6.35% returns, against a category average of 0.24% and a category best of 8.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 6.35 | 0.24 | 8.74 |
| 6M | -4.63 | 1.21 | 15.17 |
| 1Y | 6.95 | 5.38 | 26.37 |
| 3Y | 18.39 | 12.45 | 92.05 |
Portfolio Analysis
- Equity: 85.96%
- Debt: 9.00%
- Others
As on: 2026-03-31
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About Fund
WhiteOak Capital Flexi Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Flexi-Capscheme with Assets Under Management of ₹6,890 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.79. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ramesh Mantri
Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Flexi Cap Fund Growth | 1 | 1086.8 CR | 2.19 |
| This FundMirae Asset Flexi Cap Fund Growth | 0 | 3448.34 CR | 1.9 |
| This FundWhiteOak Capital Flexi Cap Fund Growth | 3 | 6890.27 CR | 1.79 |
| This FundITI Flexi Cap Fund Growth | 0 | 1133.99 CR | 2 |
| This FundBank of India Flexi Cap Fund Growth | 4 | 2033.61 CR | 1.98 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Flexi Cap Fund Growth | 4.9403 | 53.5088 |
| This FundMirae Asset Flexi Cap Fund Growth | 10.3277 | 54.8498 |
| This FundWhiteOak Capital Flexi Cap Fund Growth | 6.9467 | 65.9207 |
| This FundITI Flexi Cap Fund Growth | 9.9704 | 74.041 |
| This FundBank of India Flexi Cap Fund Growth | 13.7448 | 83.9938 |
FAQs
WhiteOak Capital Flexi Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of WhiteOak Capital Flexi Cap Fund Growth is 1.79. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
WhiteOak Capital Flexi Cap Fund Growth’s fund performance is as follows:
- 1 Month : 6.35%
- 6 Months : -4.63%
- 1 Year : 6.95%
- 3 Years : 18.39%
You can invest in WhiteOak Capital Flexi Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of WhiteOak Capital Flexi Cap Fund Growth is ₹6,890 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in WhiteOak Capital Flexi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500