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EquityLarge & Mid-Cap

Whiteoak Capital Large & Mid Cap Fund Direct Growth

3Y Annualised

N/A

1.65% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

6.42%

1.65% 1D

Benchmark

N/A

Fund Multiplier

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

This Fund

5 years 6 months

NIFTY 50

6 years 3 months

FD

9 years 7 months

Fund info

Fund size

₹1937.85 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 2 years, having been launched on 2023-12-22. Whiteoak Capital Large & Mid Cap Fund Direct Growth has ₹1937.85 Cr worth of assets under management (AUM) as of Fri Apr 17 2026. The latest Net Asset Value (NAV) of Whiteoak Capital Large & Mid Cap Fund Direct Growth as of Thu Apr 16 2026 is ₹13.581. The fund has an expense ratio of 0.62%, which is medium comparable to most other Equity funds.

Whiteoak Capital Large & Mid Cap Fund Direct Growth returns for the last 1 year are 13.39%. Since launch, it has delivered 14.07% average annual returns.

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

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

  1. ICICI Bank Ltd: 5.98%
  2. HDFC Bank Ltd: 3.70%
  3. Max Financial Services Ltd: 2.46%
  4. Reliance Industries Ltd: 2.30%
  5. Eternal Ltd: 2.18%

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 (Based on past 1Y returns)

₹0

Total Amount

₹0

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