Whiteoak Capital Large & Mid Cap Fund Regular Growth
3Y Annualised
N/A
0.10% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
8.34%
0.10% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 4 months
6 years 6 months
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
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Quant Large and Mid Cap Fund Growth Option Direct Plan
2nd
Quant Large and Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl Direct Plan
3rd
Quant Large and Mid Cap Fund Payout Inc Dist cum Cap Wdrl Direct Plan
4th
Quant Large and Mid Cap Fund Growth
5th
Quant Large and Mid Cap Fund Reinvestment Inc Dist cum Cap Wdrl
143rd
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 ₹1937.85 Cr worth of assets under management (AUM) as of Thu Apr 30 2026. The latest Net Asset Value (NAV) of Whiteoak Capital Large & Mid Cap Fund Regular Growth as of Thu Apr 30 2026 is ₹13.061. The fund has an expense ratio of 2.05%, which is medium comparable to most other Equity funds.
Whiteoak Capital Large & Mid Cap Fund Regular Growth returns for the last 1 year are 7.74%. Since launch, it has delivered 12.39% average annual returns.
The Whiteoak Capital Large & Mid Cap Fund Regular 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 Regular Growth.
- ICICI Bank Ltd: 5.98%
- HDFC Bank Ltd: 3.70%
- Max Financial Services Ltd: 2.46%
- Reliance Industries Ltd: 2.30%
- Eternal 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 |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
