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WhiteOak Capital Multi Cap Fund – Category Comparison & Insights
WhiteOak Capital Multi Cap Fund delivers superior performance and diversified equity exposure across market caps.
The WhiteOak Capital Multi Cap Fund, launched in September 2023 and managed by Ramesh Mantri's team, has an AUM of ₹2,405 crore. It strictly adheres to the SEBI mandate, investing a minimum of 25% across large, mid, and small-cap stocks (currently ~31% Large, ~26% Mid, ~30% Small). The Direct Plan expense ratio is ~0.51%. Its since inception CAGR is ~25.44%, with a one-year return around 8.28% (Direct Plan), demonstrating strong competitive performance with top holdings like ICICI Bank and HDFC Bank.