- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Large Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Large Cap Fund (Growth) | 18,26,390 | 10,93,778 | 34.3% | |
| 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
icici bank ltd
9.2%hdfc bank ltd
6.2%reliance industries ltd
4.7%nestle india ltd
4.5%titan co ltd
4.1%Allocation by Sector
financial services
31.9%consumer cyclical
12.9%industrials
12.1%consumer defensive
8.3%technology
7.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox 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)?
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.