WhiteOak Capital Flexi Cap Fund - Direct Plan - Growth Option
Mutual Fund · Equity Schemes - Flexi Cap Fund · As of 18 Oct 2026, 6:03 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
75/ 100
Good
Weighted across five categories. Every point is explained below.
• 4.2 years of history
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹18.49
As of
16 Oct 2026
Fund History Available
4.2 yrs
1Y Return (CAGR)
-1.0%
Negative
3Y Return (CAGR)
13.6%
Annualized Volatility
13.8%
Relatively stable
Sharpe Ratio (est.)
0.52
Moderate
Max Drawdown
-15.6%
Notable drop seen
Category
Equity Schemes - Flexi Cap Fund
Fund House
WhiteOak Capital Mutual Fund
Category Peer Comparison
Scheme
1Y Return
Sundaram Money Fund Direct Plan - Growth
—
Sahara Midcap Fund-Growth Option - Direct
—
SaharaTax Gain-Growth- direct
—
SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth
3.7%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,44,290
Estimated Gain
₹2,44,290
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
