- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Large & Mid Cap Fund (G)
WhiteOak Capital Large & Mid Cap Fund (G)
₹ 12.716
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.716
NAV (Sep 6)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 27.2% |
6 Month CAGR | 19.4% |
Scheme Information
The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.
Expense Ratio | 2.06 |
Launched (0y ago) | 2.06 |
AUM in Crores | 1378.9 |
ISIN | INF03VN01837 |
Lock-in | |
Benchmark | BSE 250 Large MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Large & Mid Cap Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
5.4%ICICI Bank Ltd.
4.2%ICICI Securities Ltd.
3.6%Others
2.9%Zomato Ltd.
2.7%Allocation by Sector
Financial
30.085788%Services
9.804655%Technology
8.599719%Healthcare
7.697829%Capital Goods
7.480525%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
About the AMC
WhiteOak Capital Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.729% | 5.164% | ||
5.506% | 4.936% | ||
- | 23.352% | ||
- | 28.015% | ||
- | 31.311% |
WhiteOak Capital Large & Mid Cap Fund (G) Review
WhiteOak Capital Large & Mid Cap Fund (G) is a Equity Equity fund and has delivered an annualised return of 27.16% over a period of 0 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of WhiteOak Capital Large & Mid Cap Fund (G) as of 9/6/2024 is ₹12.72 with the total AUM as of 9/7/2024 is ₹1378.860507. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Large & Mid Cap Fund (G) was launched on 2023-12-22. The category risk of the fund is null.
The minimum SIP amount for WhiteOak Capital Large & Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital Large & Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 250 Large MidCap Total Return Index.
WhiteOak Capital Large & Mid Cap Fund (G) is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Large & Mid Cap Fund (G).
Frequently Asked Questions
What is WhiteOak Capital Large & Mid Cap Fund (G)?
How to invest in WhiteOak Capital Large & Mid Cap Fund (G)?
You can invest in WhiteOak Capital Large & Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Large & Mid Cap Fund (G)?
The minimum sip amount for WhiteOak Capital Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Large & Mid Cap Fund (G) is a fund. You can investWhiteOak Capital Large & Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Large & Mid Cap Fund (G)?
The expense ratio of the WhiteOak Capital Large & Mid Cap Fund (G) is 2.06% for regular plan.