WhiteOak Capital Multi Cap Fund – Category Comparison & Insights

WhiteOak Capital Multi Cap Fund delivers superior performance and diversified equity exposure across market caps.

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  7. WhiteOak Capital Multi Cap Fund – Category Comparison & Insights
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3h ago

WhiteOak Capital Multi Cap Fund – Category Comparison & Insights

WhiteOak Capital Multi Cap Fund – Category Comparison & Insights
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.
Related:
Motilal Oswal Multi Cap and Consumption Funds Amid Best Performing Schemes
Discvr• By Sneha Pathak
Explore:High Return Equity Mutual Fund
neutral
3h ago

WhiteOak Capital Multi Cap Fund – Category Comparison & Insights

WhiteOak Capital Multi Cap Fund – Category Comparison & Insights
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.
Related:
Motilal Oswal Multi Cap and Consumption Funds Amid Best Performing Schemes
Discvr• By Sneha Pathak
Explore:High Return Equity Mutual Fund
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WhiteOak Capital Multi Cap Fund – Category Comparison & Insights

about 3 hours ago
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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.
WhiteOak Capital Multi Cap Fund – Category Comparison & Insights
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.
Companies:
WhiteOak Capital
HDFC Bank
Kotak Mahindra Bank
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Tags:
mutual_funds
multi cap
mutual_funds
multi cap
equity fund
WhiteOak Capital
India
Related:
Motilal Oswal Multi Cap and Consumption Funds Amid Best Performing Schemes
Source: Discvr
By Sneha PathakExplore:High Return Equity Mutual Fund
Nov 7, 2025 • 09:40 IST

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