Whiteoak Capital Large & Mid Cap Fund Regular Growth
3Y Annualised
N/A
1.14% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.77%
1.14% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
18 years 3 months
7 years 8 months
9 years 7 months
Fund info
Fund size
₹2180.32 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹500
Exit load
0%
NIL
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 Reinvestment of Income Distribution cum Cap Wrdl
2nd
L&T Large and Midcap Fund Direct Plan Payout 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
120th
Whiteoak Capital Large & Mid Cap Fund Regular Growth
Fund Managers
About Whiteoak Capital Large & Mid Cap Fund Regular Growth
Whiteoak Capital Large & Mid 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 2023-12-22. Whiteoak Capital Large & Mid Cap Fund Regular Growth has ₹2180.32 Cr worth of assets under management (AUM) as of Tue Jun 16 2026. The latest Net Asset Value (NAV) of Whiteoak Capital Large & Mid Cap Fund Regular Growth as of Mon Jun 15 2026 is ₹13.308. The fund has an expense ratio of 2.29%, which is medium comparable to most other Equity funds.
Whiteoak Capital Large & Mid Cap Fund Regular Growth returns for the last 1 year are 3.88%. Since launch, it has delivered 12.21% average annual returns.
The Whiteoak Capital Large & Mid Cap Fund Regular Growth has the majority of its money invested in Financial Services, Consumer Defensive, Energy, Real Estate, Communication Services, Consumer Cyclical, Industrials sectors.
Top 5 Holdings of Whiteoak Capital Large & Mid Cap Fund Regular Growth.
- ICICI Bank Ltd: 5.76%
- HDFC Bank Ltd: 4.70%
- Nestle India Ltd: 3.27%
- Max Financial Services Ltd: 2.32%
- Reliance Industries Ltd: 2.18%
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 Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from WhiteOak Capital Asset Management Limited
Capital PreservationLiquid
3Y CAGR
6.77%
expense ratio
0.34%
fund size
₹607.99 Cr
Capital PreservationLiquid
3Y CAGR
6.88%
expense ratio
0.23%
fund size
₹607.99 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.99%
expense ratio
0.61%
fund size
₹560.01 Cr
Fixed IncomeUltra Short Duration
3Y CAGR
6.40%
expense ratio
1.14%
fund size
₹560.01 Cr
EquityLarge-Cap
3Y CAGR
13.02%
expense ratio
2.63%
fund size
₹1163.57 Cr
Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
