WhiteOak Capital Multi Cap Fund Regular Growth

WhiteOak Capital Multi Cap Fund Regular Growth is an equity fund. This fund was started on 22 September, 2023. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Multi Cap Fund Regular Growth has ₹2065 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.
   

WhiteOak Capital Multi Cap Fund Regular Growth has given a CAGR return of 25.17% since inception. Over the last 1 year the fund has given a CAGR return of 8.44%.

WhiteOak Capital Multi Cap Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Government, Health, Tech, Communication, Basic Materials, Real Estate, Consumer Defensive, Energy, Utilities. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Eternal Ltd, Kotak Mahindra Bank Ltd, Bharti Hexacom Ltd

As it is a multi-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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. However, there can be no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Multi Cap Fund Regular Growth has no lock in period.