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WhiteOak Capital Multi Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Multi Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹3,850 Cr

Lock In Period

N/A

Expense Ratio

2.3

Exit Load

Nil

Benchmark

NIFTY 500 Multicap 50:25:25 TRI Index

WhiteOak Capital Multi Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.62-0.207.74
6M7.881.9964.49
1Y7.294.21137.57
3Y0.0012.22202.94

Portfolio Analysis

  • Equity: 88.59%
  • Debt: 7.75%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited5.44%
2. HDFC Bank Limited4.37%
3. The Federal Bank Limited1.39%
4. Kotak Mahindra Bank Limited1.19%
5. City Union Bank Limited0.61%
6. The South Indian Bank Limited0.49%
7. Axis Bank Limited0.28%
8. Karur Vysya Bank Limited0.22%
9. CSB Bank Limited0.20%

1. JB Chemicals & Pharmaceuticals Limited1.10%
2. Laurus Labs Limited0.97%
3. Acutaas Chemicals Limited0.84%
4. Neuland Laboratories Limited0.56%
5. Cipla Limited0.55%
6. Ajanta Pharma Limited0.54%
7. Corona Remedies Limited0.51%
8. Alkem Laboratories Limited0.45%
9. Gland Pharma Limited0.42%
10. Sai Life Sciences Limited0.40%
11. IPCA Laboratories Limited0.39%
12. Sun Pharmaceutical Industries Limited0.34%
13. Abbott India Limited0.26%
14. Anthem Biosciences Limited0.20%
15. Sudeep Pharma Limited0.16%
16. Mankind Pharma Limited0.03%

1. Fortis Healthcare Limited1.18%
2. Krishna Institute Of Medical Sciences Limited0.85%
3. Max Healthcare Institute Limited0.67%
4. Dr. Lal Path Labs Limited0.54%
5. Vijaya Diagnostic Centre Limited0.43%
6. Narayana Hrudayalaya Limited0.35%
7. Kovai Medical Center and Hospital Limited0.28%
8. Jupiter Life Line Hospitals Limited0.12%

1. Max Financial Services Limited1.58%
2. 360 One WAM Limited0.66%
3. Motilal Oswal Financial Services Limited0.53%
4. Computer Age Management Services Limited0.40%
5. Prudent Corporate Advisory Services Limited0.29%
6. Onemi Technology Solutions Limited0.22%
7. Aditya Birla Capital Limited0.20%
8. Cholamandalam Financial Holdings Limited0.12%

1. Bharti Airtel Limited2.21%
2. Bharti Hexacom Limited1.37%

1. Persistent Systems Limited0.74%
2. Coforge Limited0.65%
3. Billionbrains Garage Ventures Ltd0.58%
4. TBO Tek Limited0.45%
5. Intellect Design Arena Limited0.36%
6. Oracle Financial Services Software Limited0.23%
7. Tata Consultancy Services Limited0.15%
8. Mastek Limited0.14%
9. Newgen Software Technologies Limited0.11%
10. Nucleus Software Exports Limited0.09%
11. Tech Mahindra Limited0.00%
12. LTM Limited0.00%
13. Infosys Limited0.00%

1. Aadhar Housing Finance Limited1.38%
2. India Shelter Finance Corporation Limited0.73%
3. Repco Home Finance Limited0.41%
4. PNB Housing Finance Limited0.35%

1. Muthoot Finance Limited1.02%
2. Five Star Business Finance Limited0.78%
3. IIFL Finance Limited0.35%
4. Cholamandalam Investment and Finance Company Ltd0.24%
5. Bajaj Finance Limited0.21%
6. Arman Financial Services Limited0.05%
7. Aye Finance Limited0.04%

1. Eternal Limited1.57%
2. FSN E-Commerce Ventures Limited0.50%
3. Cartrade Tech Limited0.49%

1. Mahindra & Mahindra Limited1.48%
2. Maruti Suzuki India Limited0.99%

1. Nestle India Limited2.07%
2. Orkla India Limited0.11%

1. Bharat Heavy Electricals Limited0.82%
2. TD Power Systems Limited0.57%
3. Ajax Engineering Limited0.57%
4. Omnitech Engineering Limited0.10%

1. The Phoenix Mills Limited1.59%
2. Godrej Properties Limited0.37%

1. Indigo Paints Limited0.61%
2. Berger Paints (I) Limited0.48%
3. Asian Paints Limited0.44%
4. Kansai Nerolac Paints Limited0.27%

1. Reliance Industries Limited1.24%
2. Hindustan Petroleum Corporation Limited0.25%

1. National Aluminium Company Limited0.69%
2. Hindalco Industries Limited0.53%
3. Vedanta Aluminium Metal Limited0.08%

1. Leela Palaces Hotels & Resorts Limited0.71%
2. Travel Food Services Limited0.26%
3. Lemon Tree Hotels Limited0.25%

1. Bharat Electronics Limited1.17%

1. PB Fintech Limited1.09%

1. Gillette India Limited0.46%
2. Godrej Industries Limited0.23%
3. Colgate Palmolive (India) Limited0.23%
4. Jyothy Labs Limited0.17%

About Fund WhiteOak Capital Multi Cap Fund Growth

WhiteOak Capital Multi Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹3,850 Crore. The fund benchmarks its performance against the NIFTY 500 Multicap 50:25:25 TRI Index while maintaining an expense ratio of 2.3. 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 NameRatingsAUMExpense Ratio
Old Bridge Flexi Cap Fund Growth0209 CR3.22
WhiteOak Capital Multi Cap Fund Growth43,850 CR2.3
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundOld Bridge Flexi Cap Fund Growth00
This FundWhiteOak Capital Multi Cap Fund Growth7.29260
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

WhiteOak Capital Multi Cap Fund Growth FAQs

WhiteOak Capital Multi 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 Multi Cap Fund Growth is 2.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Multi Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 2.62%
  • 6 Months : 7.88%
  • 1 Year : 7.29%
  • 3 Years : 0.00%
Returns of WhiteOak Capital Multi Cap Fund Growth are updated daily based on NAV of ₹ 16.119 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in WhiteOak Capital Multi 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 Multi Cap Fund Growth is ₹3,850 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Multi Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.