WhiteOak Capital Flexi Cap Fund Direct Growth

Scheme code: INF03VN01530 NAV value: ₹ 17.9520 NAV date: 26 August, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Flexi Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year2.3648.9920.7320.73
3 year19.7821.1620.4720.47

Rolling return for 1 year

- Average return: 20.73% - Median return: 16.77% - Average standard deviation: 4.97

Rolling return for 3 year

- Average return: 20.47% - Median return: 20.47% - Average standard deviation: 0.69

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,78,38078,3806.54
3 year36,00,00047,36,52711,36,5279.58

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,78,380 - Absolute Returns: ₹78,380 - CAGR: 6.54%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹47,36,527 - Absolute Returns: ₹11,36,527 - CAGR: 9.58%