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  • WhiteOak Mutual Fund
  • Whiteoak Capital Large & Mid Cap Fund (Growth)
WhiteOak Mutual Fund

Whiteoak Capital Large & Mid Cap Fund (Growth)

EquityLarge And Mid Cap

10.601

NAV (Feb 29)

5.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.601

NAV (Feb 29)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
5.4%
6 Month CAGR
NA

Scheme Information

Investment Objective

The primary objective of the scheme is 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. However,there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Expense Ratio
2.15
Launched (1y ago)
Dec 22, 2023
AUM in Crores
954.018
ISIN
INF03VN01837
Lock-in
No Lock-in
Benchmark
S&P BSE 250 LargeMidcap Index TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Piyush Baranwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Whiteoak Capital Large & Mid Cap Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-02-29

Top Stock Holdings

icici bank ltd

6.3%
6.3%

hdfc bank ltd

3.8%
3.8%

reliance industries ltd

3.2%
3.2%

clearing corporation of india ltd

3%
3%

nestle india ltd

3%
3%
See all holdings

Allocation by Sector

financial services

26.6%
26.6%

industrials

13.9%
13.9%

healthcare

10.9%
10.9%

consumer cyclical

10%
10%

technology

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 20,949 cr

₹ 16,033 cr

₹ 13,846 cr

₹ 11,823 cr

₹ 9,962 cr

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 8,649 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt and 9 equity funds.amc-img
+912269187607
clientservice@whiteoakamc.com"
Fund NameScripbox Opinion
Till Date CAGR

-

11.6%

-

26.6%

-

24.3%

-

2.2%

-

5.4%

Whiteoak Capital Large & Mid Cap Fund (G) Review

Whiteoak Capital Large & Mid Cap Fund (G) is a Large And Mid Cap Equity fund and has delivered an annualised return of 5.4% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.

Nav of Whiteoak Capital Large & Mid Cap Fund (G) as of 2/29/2024 is ₹10.60 with the total AUM as of 3/1/2024 is ₹954.018. 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 Dec 22, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Whiteoak Capital Large & Mid Cap Fund (G) is ₹0 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 S&P BSE 250 LargeMidcap Index TR INR.

Whiteoak Capital Large & Mid Cap Fund (G) is rated as a 0 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)?

Whiteoak Capital Large & Mid Cap Fund (G) is a Large And Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 ₹0. 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 Not Reviewed Yet 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 2.15% for regular plan.