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  • WhiteOak Mutual Fund
  • WhiteOak Capital Large Cap Fund (Growth)
WhiteOak Mutual Fund

WhiteOak Capital Large Cap Fund (Growth)

EquityLarge Cap

NAV ()

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

NAV ()

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

NA

6 Month CAGR

NA

Scheme Information

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.

Expense Ratio

0

Launched (0y ago)

Dec 01, 2022

AUM in Crores

ISIN

INF03VN01662

Lock-in

No Lock-in

Benchmark

S&P BSE 100 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

Shariq Merchant

Fund Manager

Trupti Agrawal

Fund Manager

Piyush Baranwal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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

Top Stock Holdings

See all holdings

Compare WhiteOak Capital Large Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,427 cr

₹ 4,865 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 1,508 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt funds.

amc-img

  • 022-40827600
  • clientservice@yesamc.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    3.8%

    -

    7%

    3.6%

    4.3%

    -

    1.9%

    3.8%

    4.1%

    WhiteOak Capital Large Cap Fund (G) Review

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

    Nav of WhiteOak Capital Large Cap Fund (G) as of 1/1/1970 is ₹undefined with the total AUM as of 11/26/2022 is ₹null. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Large Cap Fund (G) was launched on Dec 01, 2022. The category risk of the fund is Very High Risk.

    The minimum SIP amount for WhiteOak Capital Large 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 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 100 TR INR.

    WhiteOak Capital Large 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 Cap Fund (G).

    Frequently Asked Questions

    What is WhiteOak Capital Large Cap Fund (G)?

    WhiteOak Capital Large Cap Fund (G) is a Large Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in WhiteOak Capital Large Cap Fund (G)?

    You can invest in WhiteOak Capital Large 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 Cap Fund (G)?

    The minimum sip amount for WhiteOak Capital Large Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

    Is WhiteOak Capital Large Cap Fund (G) good to invest in?

    As per Scripbox experts, WhiteOak Capital Large Cap Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Large 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 Cap Fund (G)?

    The expense ratio of the WhiteOak Capital Large Cap Fund (G) is % for regular plan.