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  • WhiteOak Capital Large Cap Fund Regular Plan Growth
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WhiteOak Capital Large Cap Fund Regular Plan Growth

Category: Equity: Large Cap

Launch Date: 01-12-2022

Riskometer: Very High

NAV as on 15-05-2025

₹ 14.57

₹ 0.15 ( 1.0573%)

CAGR Since Inception

16.88%

BSE 100 TRI 17.19%

Asset Class

Status

Open Ended Schemes

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak

Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.

Benchmark

BSE 100 TRI

Expense Ratio

2.23% As on (30-04-2025)

Minimum Investment | Top up

500.0 | 500.0

Total Assets

871.83 Cr As on (30-04-2025)

PERFORMANCE of WhiteOak Capital Large Cap Fund Regular Plan Growth
  • Scheme Performance

  • Yearly Performance

Scheme Performance (%)

Data as on - 15-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 13.98 - - - 16.88
Benchmark - - - - -
Equity: Large Cap 10.74 18.8 22.51 12.2 13.85
Nav Movement
RETURNS CALCULATOR for WhiteOak Capital Large Cap Fund Regular Plan Growth
  • SIP Returns

  • Lumpsum Returns

  • Rolling Returns

Growth of 10000 In SIP (Fund vs Benchmark)
Amount :
Period :
Start :
End :
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount :
Start :
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of WhiteOak Capital Large Cap Fund Regular Plan Growth
Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Large Cap Fund Regular Plan Growth
Equity: Large Cap - - - - - -
Peer Comparison
Scheme Name 5Y (%)
WhiteOak Capital Large Cap Fund Reg Gr 0.0
Motilal Oswal Large Cap Reg Gr 0.0
DSP Large Cap Fund Reg Gr 23.22
Canara Robeco Bluechip Equity Reg Gr 22.36
Franklin India BlueChip Gr 22.74
Mirae Asset Large Cap Gr 22.0
ABSL Frontline Equity Gr 24.16
Kotak Bluechip Gr 23.72
Bandhan Large Cap Reg Gr 22.36
ICICI Pru BlueChip Gr 26.2
Asset Allocation
Sectors
Sector Holdings (%)
Financial Services 36.68
Information Technology 7.87
N/A 6.38
Healthcare 5.7
Fast Moving Consumer Goods 5.39
Consumer Services 5.33
Telecommunication 5.01
Automobile and Auto Components 4.42
Oil, Gas & Consumable Fuels 4.29
Capital Goods 4.04
Portfolio Holdings
Company Holdings (%)
ICICI BANK LIMITED EQ NEW FV RS. 2/- 9.65
HDFC BANK LIMITED EQ NEW FV RE. 1/- 9.42
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/- 4.29
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 3.34
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 3.26
RELIANCE INDUSTRIES LIMITED EQ 3.06
Clearing Corporation of India Ltd 2.92
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/- 2.88
AXIS BANK LIMITED EQ NE FV RS. 2/- 2.65
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- 2.47
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