WhiteOak Capital Large Cap Fund Regular Growth
3Y Annualised
N/A
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.00%
-0.01% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
7 years 3 months
6 years 5 months
9 years 7 months
Fund info
Fund size
₹698.13 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
If Units are redeemed/ switched-out on or before 1 month from the date of allotment - 1.00 %. If Units are redeemed/ switched-out after 1 month from the date of allotment - Nil.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Bluechip Fund Institutional Option - I Growth
2nd
UTI Nifty 50 Exchange Traded Fund
3rd
ICICI Prudential Nifty Next 50 ETF
4th
L&T India Large Cap Fund Direct Plan Growth Option
5th
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
81st
WhiteOak Capital Large Cap Fund Regular Growth
Fund Managers
About WhiteOak Capital Large Cap Fund Regular Growth
WhiteOak Capital Large Cap Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2022-12-01. WhiteOak Capital Large Cap Fund Regular Growth has ₹698.13 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Large Cap Fund Regular Growth as of Tue Apr 01 2025 is ₹13.527. The fund has an expense ratio of 2.32%, which is medium comparable to most other Equity funds.
WhiteOak Capital Large Cap Fund Regular Growth returns for the last 1 year are 10.07%. Since launch, it has delivered 14.61% average annual returns.
The WhiteOak Capital Large Cap Fund Regular Growth has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical, Industrials, Energy sectors.
Top 5 Holdings of WhiteOak Capital Large Cap Fund Regular Growth.
- ICICI Bank Ltd: 9.25%
- HDFC Bank Ltd: 9.25%
- Kotak Mahindra Bank Ltd: 4.01%
- Tata Consultancy Services Ltd: 3.70%
- Bharti Airtel Ltd: 3.70%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2022-12-01 |
| Phone | +91 180030003060 |
| Website | http://mf.whiteoakamc.com |
| Address | 602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City |
Tax Implications of WhiteOak Capital Large Cap Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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