WhiteOak Capital Large Cap Fund Regular Growth
3Y Annualised
12.54%
-0.11% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.03%
-0.11% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 10 months
7 years 10 months
9 years 7 months
Fund info
Fund size
₹1163.57 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
ICICI Prudential Large Cap Fund Institutional Option - I Growth
2nd
L&T India Large Cap Fund Direct Plan Growth Option
3rd
L&T India Large Cap Fund Direct Plan Payout of Income Dis cum Cap Wrdl
4th
L&T India Large Cap Fund Direct Plan Reinvestment of Income Dis cum Cap Wrdl
5th
L&T India Large Cap Fund Payout of Income Dis cum Cap Wrdl
204th
WhiteOak Capital Large Cap Fund Regular Growth
Fund Managers
About WhiteOak Capital Large Cap Fund Regular Growth
WhiteOak Capital Large Cap Fund Regular Growth is a Equity mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 3 years, having been launched on 2022-12-01. WhiteOak Capital Large Cap Fund Regular Growth has ₹1163.57 Cr worth of assets under management (AUM) as of Sat Jun 13 2026. The latest Net Asset Value (NAV) of WhiteOak Capital Large Cap Fund Regular Growth as of Fri Jun 12 2026 is ₹14.321. The fund has an expense ratio of 2.63%, which is medium comparable to most other Equity funds.
WhiteOak Capital Large Cap Fund Regular Growth returns for the last 1 year are -4.61%. Since launch, it has delivered 10.23% average annual returns.
The WhiteOak Capital Large Cap Fund Regular Growth has the majority of its money invested in Financial Services, Communication Services, Consumer Defensive, Energy, Consumer Cyclical, Healthcare, Industrials sectors.
Top 5 Holdings of WhiteOak Capital Large Cap Fund Regular Growth.
- HDFC Bank Ltd: 9.44%
- ICICI Bank Ltd: 9.39%
- Bharti Airtel Ltd: 5.47%
- Nestle India Ltd: 4.37%
- Reliance Industries Ltd: 3.42%
AMC Information
| Name | WhiteOak Capital Asset Management Limited |
|---|---|
| Founding Date | 2022-12-01 |
| 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 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 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
