- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Large Cap Fund Direct Growth
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Scripbox Recommended Large Cap Funds
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Scheme Information
Investment Objective
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Expense Ratio | 0.67 % |
Launched 2Y ago | 2022-12-01 |
AUM in Crores | 777 |
ISIN | INF03VN01696 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 100 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
8.36%ICICI Bank Ltd.
8.03%Tata Consultancy Services Ltd.
4.14%Zomato Ltd.
3.67%Reliance Industries Ltd.
3.47%See all holdings
Allocation by Sector
Financial
34.15%Technology
9.93%Services
9.01%Healthcare
6.35%Energy
6.16%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 27,730 cr |
Frequently Asked Questions
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