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

WhiteOak Capital Large Cap Fund (Growth)

EquityLarge Cap

12.438

NAV (Apr 18)

17.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Large Cap Funds
Want the large cap equity funds that are right for your long term equity investment needs?Learn more

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

12.438

NAV (Apr 18)

Fund Returns

Last 1Y
34.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
17.1%
6 Month CAGR
18%

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
2.39
Launched (2y ago)
Dec 01, 2022
AUM in Crores
441.310
ISIN
INF03VN01662
Lock-in
No Lock-in
Benchmark
S&P BSE 100 India TR INR
SIP Minimum
1000
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

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Shariq Merchant

Fund Manager

Trupti Agrawal

Fund Manager

Dheeresh Pathak

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
WhiteOak Capital Large Cap Fund (Growth)70%18,26,390 10,93,77834.3%
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 2024-04-18

Top Stock Holdings

icici bank ltd

9.2%
9.2%

hdfc bank ltd

6.2%
6.2%

reliance industries ltd

4.7%
4.7%

nestle india ltd

4.5%
4.5%

titan co ltd

4.1%
4.1%
See all holdings

Allocation by Sector

financial services

31.9%
31.9%

consumer cyclical

12.9%
12.9%

industrials

12.1%
12.1%

consumer defensive

8.3%
8.3%

technology

7.8%
7.8%
See all sectors

Comparison with Equity Funds

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

₹ 14,075 cr

₹ 17,313 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 9,561 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
phone-img+912269187607
Fund NameScripbox Opinion
Till Date CAGR

5.2%

5%

5%

4.5%

4.9%

4.4%

5%

4.5%

4.9%

4.4%

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 17.1% over a period of 1 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri, Shariq Merchant, Trupti Agrawal.

Nav of WhiteOak Capital Large Cap Fund (G) as of 4/18/2024 is ₹12.44 with the total AUM as of 4/19/2024 is ₹441.31. 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 ₹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 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 India TR INR.

WhiteOak Capital Large Cap Fund (G) is rated as a 0 fund in Equity and delivered 34.3% 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 instruments 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 ₹1000. 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 2.39% for regular plan.