Three Years of WhiteOak Capital Flexi Cap Fund: A Positive Start to a Long Innings
WhiteOak Capital Flexi Cap Fund (WOC) completes three remarkable years with an AUM of INR 5574 Cr, the performance of WhiteOak Capital Flexi Cap Fund stands testament to disciplined bottom-up stock selection approach and portfolio construction balanced for style, factor and sector biases. The Fund's journey commenced on August 02, 2022, with the aim of delivering consistency of alpha with low volatility.
In the period between August 2022 till Mid-2025, WOC’s Flexi Cap fund have witnessed all kinds of market conditions punctuated by geopolitical issues, macroeconomic challenges, general elections and such with violent rotation in style, sector and factors that drive market performance. To have delivered consistently over this terrain, as can be seen from the relative performance chart below, is reasonable measure of the competency of the team which they believe to be one of the best resourced in the industry
As WOC mark three years of strong and steady performance, they are proud of the journey WhiteOak Capital Flexi Cap Fund has taken—delivering impressive returns while keeping volatility well-managed. Through a carefully diversified portfolio of Large Cap, Mid Cap and Small Cap, the fund has created a rewarding experience for the investors. Looking ahead, WOC remain firmly committed to their disciplined investment approach, with the goal of ensuring that your investments continue to benefit from both stability and growth opportunities.
Following the Flexi Cap Fund’s anniversary, several other key funds from WhiteOak Capital will also be completing three-year performance milestones over the next few months — including their Mid Cap, Large Cap, and Balanced Advantage Fund. Shared below are the AUM details of these funds as on 31st July, 2025.
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