Whiteoak Capital Flexi Cap Fund

Review Date: 17-01-2025

A review of the different performance parameters of the fund is as follows:

1. Returns: It indicates the appreciation in the investment's value within the investment period, represented as a percentage or a specific amount of money. We conducted an analysis of the four return parameters of this fund to assess their performance. To assess performance, we have segmented the return parameters into three groups: the top 25%, parameters below the top 25% but still above average, and parameters below average. The results are provided below.
   1. Top 25%: Three return parameters of the Whiteoak Capital Flexi Cap Fund are in the top 25% in the category, as listed below:
      
      • 3M Return %
      • 6M Return %
      • 1Y Return %
   2. Above Average Below the Top 25%: The Whiteoak Capital Flexi Cap Fund has one return parameter in the category, which is above average but below the top 25%, as listed below:
      
      • 1M Return %
   3. Below Average: Whiteoak Capital Flexi Cap Fund has no return parameters that are below average in the category.
2. Risk: Various factors can lead to the risk of either not meeting expected returns or encountering a monetary loss. For Whiteoak Capital Flexi Cap Fund, we have analyzed zero risk parameters and divided them into three groups the lowest 25%, below average but above the lowest 25%, and above average, which are described below.
   1. Lowest 25%: Whiteoak Capital Flexi Cap Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
   2. Below Average but Above the Lowest 25%: Whiteoak Capital Flexi Cap Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
   3. Above Average: Whiteoak Capital Flexi Cap Fund does not have any risk parameters above average; which is a good sign.
3. Risk Adjusted Performance Parameters: In mutual funds, risk-adjusted performance parameters are evaluation tools that gauge the returns of an investment against the risk taken. They assist investors in comparing various investments, factoring in both risk and returns. We have evaluated zero risk-adjusted performance parameters of the fund.
   1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
   2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
   3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.

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Date	Whiteoak Capital Flexi Cap Fund NAV Regular Growth	Whiteoak Capital Flexi Cap Fund NAV Direct Growth
17-01-2025	16.225	16.849
16-01-2025	16.259	16.884
15-01-2025	16.192	16.814
14-01-2025	16.145	16.765
13-01-2025	15.951	16.563
10-01-2025	16.427	17.055
09-01-2025	16.633	17.268
08-01-2025	16.799	17.44
07-01-2025	16.964	17.611
06-01-2025	16.871	17.513
03-01-2025	17.223	17.877
02-01-2025	17.311	17.967
01-01-2025	17.065	17.711
31-12-2024	16.935	17.575
30-12-2024	16.939	17.579
27-12-2024	16.975	17.615
26-12-2024	16.947	17.584
24-12-2024	16.917	17.552
23-12-2024	16.912	17.546
20-12-2024	16.873	17.504
19-12-2024	17.194	17.835
18-12-2024	17.311	17.956
17-12-2024	17.405	18.054