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Multi Cap · Equity

WhiteOak Capital Multi Cap Fund

WhiteOak Capital Mutual Fund
Benchmark
NIFTY 500 Multicap 50:25:25 Total Return Index
Riskometer
Very High
Size
₹4,399 cr
Allotted
Not on record
Holdings as of
Not on record

WhiteOak Capital Multi Cap Fund is a multi cap fund of WhiteOak Capital Mutual Fund with ₹4,399 cr under management. It is ahead of its benchmark (NIFTY 500 Multicap 50:25:25 Total Return Index) in 2 of 2 periods. Its direct plan charges 0.87% a year.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has WhiteOak Capital Multi Cap Fund beaten its benchmark?

Ahead of its benchmark, NIFTY 500 Multicap 50:25:25 Total Return Index, in 2 of 2 periods in AMFI's figures; +3.86% over the last year against −2.00%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (NIFTY 500 Multicap 50:25:25 Total Return Index) in 2 of 2 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +3.86%+2.45%−2.00% +5.86 🔒
3y +17.26%+15.47%+10.75% +6.51 🔒
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Multi Cap funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does WhiteOak Capital Multi Cap Fund cost?

0.87% a year on the direct plan, 2.21% on the regular plan; 9 of 33 funds in its category charge less.

Direct plan
0.87% a year
Category median 0.96%
Regular plan
2.21% a year
Category median 2.21%
Gap
1.34 points
for the same holdings
9 of 33 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Schemes - Multi Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages WhiteOak Capital Multi Cap Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

What does WhiteOak Capital Multi Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

What is the expense ratio of WhiteOak Capital Multi Cap Fund?

0.87% a year on the direct plan and 2.21% on the regular plan (expense report, Oct 2026).

How has WhiteOak Capital Multi Cap Fund done?

Its direct plan returned +17.26% a year over 3 years against +10.75% for its benchmark, NIFTY 500 Multicap 50:25:25 Total Return Index, as of 13 Oct 2026.

Inside the app

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WhiteOak Capital Multi Cap Fund in the app: beside your own funds, with what you own through them

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