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Business News/Market/Market Stats/    WhiteOak Capital Large Cap Fund Regular Growth

WhiteOak Capital Large Cap Fund Regular Growth

+
  • Equity
  • Large-Cap
  • Rating N.A.
  • Plan
12.99 +0.09 (0.69%) NAV as on 17 May, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)441.31
  • CAGR 32.79%
  • Exit Load1.00%
  • Expense ratio2.39%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2022-12-01

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 19 May 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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

 

The WhiteOak Capital Large Cap Fund Regular Growth has an AUM of 441.31 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.39%. The minimum investment in WhiteOak Capital Large Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.

 

The top holdings of the fund include ICICI Bank, HDFC Bank, Reliance Industries & Nestle India.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Consumer Financial Services & Oil & Gas Operations.

 

Some of the similar funds are Union Largecap Fund Regular Growth, Mahindra Manulife Large Cap Fund Regular Growth, PGIM India Large Cap Fund Growth, ITI Large Cap Fund Regular Growth, WhiteOak Capital Large Cap Fund Regular Growth. WhiteOak Capital Large Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital Large Cap Fund Regular Growth

According to the morning star rating WhiteOak Capital Large Cap Fund Regular Growth has a Moderate risk & Exceptional return.
WhiteOak Capital Large Cap Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Naitik Shah.
The expense ratio of WhiteOak Capital Large Cap Fund Regular Growth is 2.39%.
The 5 year annualized return on WhiteOak Capital Large Cap Fund Regular Growth is 0.00% & it has generated 32.79% in the last 1 year.
The minimum investment in WhiteOak Capital Large Cap Fund Regular Growth is 500 Rs.
WhiteOak Capital Large Cap Fund Regular Growth has an AUM of 441.31 crores.
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