WhiteOak Capital Flexi Cap Fund Direct Growth

Equity
Flexi Cap
Very High Risk
-0.11%
1M return
-0.04% 1D
1M
All
NAV: 27 Sep 2022₹10.19
Min. SIP amount₹500
RatingNA
Fund size₹652.38Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
1M3M6MAll
Fund returns-0.1%NANA1.9%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity7.8%
HDFC Bank Ltd.FinancialEquity4.9%
Infosys Ltd.TechnologyEquity4.8%
Nestle India Ltd.Consumer StaplesEquity3.9%
Reliance Industries Ltd.EnergyEquity3.5%
Titan Company Ltd.Consumer DiscretionaryEquity3.3%
Ambuja Cements Ltd.ConstructionEquity3.1%
Maruti Suzuki India Ltd.AutomobileEquity3.0%
Asian Paints Ltd.ChemicalsEquity3.0%
Persistent Systems Ltd.TechnologyEquity2.5%
See All

Expense ratio, exit load and tax

Expense ratio: 0.94%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Piyush Baranwal
Jul 2022 - Present
View details

Education
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience
Prior to joining YES Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Also manages these schemes

Ramesh Mantri
Jul 2022 - Present
View details

Education
Mr. Mantri is an MBA, CFA and CA
Experience
Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Also manages these schemes

Trupti Agrawal
Aug 2022 - Present
View details

Education
Ms. Agrawal has done B.Com and CA.
Experience
Prior to joining White Oak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
Website
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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