WhiteOak Mutual Fund

WhiteOak Capital Large & Mid Cap Fund Direct Plan Growth

EquityLarge & Mid Cap

₹ 12.45

NAV (May 02)

17.468%
Till Date CAGR
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Not Reviewed yet
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HDFC Large and Mid Cap Fund Direct (G)
29.0%5Y CAGR

Scheme Information

Investment Objective

The scheme seeks 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.

Expense Ratio
0.86 %
Launched 1Y ago
2023-12-22
AUM in Crores
1520
ISIN
INF03VN01845
Lock-in (days)
No Lock-in
Benchmark
BSE 250 Large MidCap Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Ashish Agrawal

Fund Manager

Dheeresh Pathak

Fund Manager

Naitik Shah

Fund Manager

Piyush Baranwal

Fund Manager

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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Key Information Memorandum

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AMC Fund Factsheet

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Asset allocation and Holdings

Last updated on 2025-02-19

Top Stock Holdings

HDFC Bank Ltd.

5.36%
5.355%

ICICI Bank Ltd.

4.21%
4.211%

ICICI Securities Ltd.

3.56%
3.558%

Others

2.89%
2.886%

Zomato Ltd.

2.74%
2.738%
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Allocation by Sector

Financial

32.72%
32.720813%

Services

10.25%
10.24591%

Technology

8.87%
8.870565%

Healthcare

8.37%
8.368425%

Capital Goods

6.64%
6.643724%
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comparison

Comparison with Equity Funds

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Frequently Asked Questions

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