icon
EquityLarge & Mid-Cap

Whiteoak Capital Large & Mid Cap Fund Direct Growth

3Y Annualised

N/A

-0.52% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.76%

-0.52% 1D

Benchmark

N/A

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

10 years 5 months

NIFTY 50

4 years 7 months

FD

9 years 7 months

Fund info

Fund size

₹1775.78 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

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 1 years, having been launched on 2023-12-22. Whiteoak Capital Large & Mid Cap Fund Direct Growth has ₹1775.78 Cr worth of assets under management (AUM) as of Sun Jul 20 2025. The latest Net Asset Value (NAV) of Whiteoak Capital Large & Mid Cap Fund Direct Growth as of Fri Jul 18 2025 is ₹13.403. The fund has an expense ratio of 0.42%, which is medium comparable to most other Equity funds.

Whiteoak Capital Large & Mid Cap Fund Direct Growth returns for the last 1 year are 6.87%. Since launch, it has delivered 20.49% average annual returns.

The Whiteoak Capital Large & Mid Cap Fund Direct Growth has the majority of its money invested in Financial Services, Consumer Cyclical, Energy, Communication Services, Technology, Industrials sectors.

Top 5 Holdings of Whiteoak Capital Large & Mid Cap Fund Direct Growth.

  1. ICICI Bank Ltd: 7.74%
  2. HDFC Bank Ltd: 5.44%
  3. Eternal Ltd: 2.96%
  4. Reliance Industries Ltd: 2.27%
  5. Bharti Hexacom Ltd: 2.24%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2023-12-22
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 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 Gains20% + applicable Surcharge + 4% Cess
Long Term Gains12.5% without indexation + applicable Surcharge + 4% Cess

Similar Funds from WhiteOak Capital Asset Management Limited

Calculate Your Returns

Estimated Returns in 1 Years

₹0

Total Amount

₹0

Invest Nowcta image

FAQs

View All

Money Talks,
Wealth Commands

Scan this QR to download the App

stack mb