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Fund Facts
  • Name of Fund:
    WhiteOak Capital Multi Cap
  • Opening:
    31st August 2023
  • Closing:
    14th September 2023
  • Scheme Type:
    Open Ended Equity Multi Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment
  • Thereafter:

Fund Stats


The primary objective of the Scheme is 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.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Shariq Merchant

Asset Allocation

75-100% Equity
upto 25% Money Market
Comparable existing schemes
ICICI Prudential Multicap Fund 26.30(6M) 21.35(1Y)
Kotak Multicap Fund 26.53(6M) 22.13(1Y)

Fund Prognosis

Idea Distiller

A new fund from a relatively new house. In a category that has immense competition.

  • Fund House AAUM:

  • Rs. 301849.99 Lakhs (as on 30th June 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

It is a scheme in a very crowded category which has winners and losers changing hands every month. Difficult to say the least.