Whiteoak Capital Large & Mid Cap Fund Direct Growth
3Y Annualised
N/A
-2.14% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-7.75%
-2.14% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 1 months
6 years 4 months
9 years 7 months
Fund info
Fund size
₹2105.73 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed/ switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
L&T Large and Midcap Fund Direct Plan Payout of Income Distribution cum Cap Wrdl
2nd
L&T Large and Midcap Fund Direct Plan Reinvestment of Income Distribution cum Cap Wrdl
3rd
L&T Large and Midcap Fund Reinvestment of Income Distribution cum Cap Wrdl
4th
L&T Large and Midcap Fund Payout of Income Distribution cum Cap Wrdl
5th
L&T Large and Midcap Fund Direct Plan Growth Option
84th
Whiteoak Capital Large & Mid Cap Fund Direct Growth
Fund Managers
About Whiteoak Capital Large & Mid Cap Fund Direct Growth
Whiteoak Capital Large & Mid Cap Fund Direct 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 2023-12-22. Whiteoak Capital Large & Mid Cap Fund Direct Growth has ₹2105.73 Cr worth of assets under management (AUM) as of Tue Mar 17 2026. The latest Net Asset Value (NAV) of Whiteoak Capital Large & Mid Cap Fund Direct Growth as of Mon Mar 16 2026 is ₹12.768. The fund has an expense ratio of 0.57%, which is medium comparable to most other Equity funds.
Whiteoak Capital Large & Mid Cap Fund Direct Growth returns for the last 1 year are 12.03%. Since launch, it has delivered 11.51% average annual returns.
The Whiteoak Capital Large & Mid Cap Fund Direct Growth has the majority of its money invested in Financial Services, null, Consumer Defensive, Consumer Cyclical, Energy, Communication Services, Industrials sectors.
Top 5 Holdings of Whiteoak Capital Large & Mid Cap Fund Direct Growth.
- ICICI Bank Ltd: 5.94%
- HDFC Bank Ltd: 4.44%
- Max Financial Services Ltd: 2.75%
- State Bank of India: 2.33%
- The Federal Bank Limited: 2.25%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2023-12-22 |
| 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 & Mid Cap Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
