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Value Research Rating
Our Opinion
Riskometer
Very High
₹14.6040 -1.06%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
WhiteOak Capital Multi Cap Fund - Direct Plan
|
|
Very High
|
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0.47 |
||
 |
|
Very High
|
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0.75 |
||
 |
|
Very High
|
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0.45 |
||
|
|
Very High
|
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0.78 |
||
|
|
Very High
|
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0.93 |
₹1,729 Cr
1.00 (30)
500
500
100
6
Investment Strategy
The Scheme seeks to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund is mandated to invest at least 25 per cent of its money each in stocks of large, medium and small-sized companies. Such funds can be fairly volatile since at least 50% of their assets will always be invested in mid and small cap stocks which generally experience more severe ups and downs. This makes them suitable for long-term investors who don’t mind higher risk, but we suggest you also consider flexi-cap funds which offer complete freedom to fund managers to choose companies of different sizes.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of WhiteOak Capital Multi Cap Fund - Direct Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, WhiteOak Capital Multi Cap Fund - Direct Plan can be bought from the WhiteOak Capital Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of WhiteOak Capital Multi Cap Fund - Direct Plan, is ₹14.6040 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
5.62
|
|
|
5.23
|
|
|
2.22
|
|
|
2.11
|
|
|
1.59
|
Over the past five years, WhiteOak Capital Multi Cap Fund - Direct Plan has delivered an annualised return of --% as of 21-May-2025.
The minimum investment required to start investing in WhiteOak Capital Multi Cap Fund - Direct Plan is ₹500 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
