WhiteOak Capital Large Cap Fund Regular Growth
- Large-Cap
- Equity
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹1,045.06 Cr
Expense Ratio
2.20%
Exit Load
0.00%
Min. Investment
₹500.00
Min. SIP
₹100.00
Launch Date
1 Dec 2022
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.21% | -- |
| 3 Months | -5.32% | -- |
| 6 Months | -6.55% | -- |
| 1 Year | -0.54% | -0.54% |
| 2 Years | -- | +6.13% |
| 3 Years | +47.94% | +13.95% |
| 5 Years | -- | 0% |
| Since Launch | +43.34% | +11% |
Holdings as on 15 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 99.91 | 9.56 |
| HDFC Bank | 83.05 | 7.95 |
| Bharti Airtel | 52.85 | 5.06 |
| Clearing Corporation Of India Ltd | 43.98 | 4.21 |
| Reliance Industries | 37.34 | 3.57 |
| Mahindra & Mahindra Ltd | 36.42 | 3.48 |
| Kotak Mahindra Bank | 34.88 | 3.34 |
| Bharat Electronics | 32.63 | 3.12 |
| Nestle India | 32.01 | 3.06 |
| Eternal | 31.84 | 3.05 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.64
Sharpe Ratio
13.66%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Edelweiss Large Cap Fund Growth | -3.17% | +11.06% | +11.45% |
| Mahindra Manulife Large Cap Fund Regular Growth | -6.11% | +10.49% | +9.8% |
| LIC MF Large Cap Fund Growth | -6.13% | +8.17% | +8.65% |
| PGIM India Large Cap Fund Growth | -4.88% | +7.71% | +7.87% |
| WhiteOak Capital Large Cap Fund Regular Growth | -1.21% | +13.51% | -- |
Results are calculated on CAGR basis
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 1045.06 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.20%. 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 Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, HDFC Bank, Bharti Airtel, Clearing Corporation Of India Ltd.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Manufacturers, Consumer Financial Services, Communications Services.
Some of the similar funds are Edelweiss Large Cap Fund Growth, Mahindra Manulife Large Cap Fund Regular Growth, LIC MF Large Cap Fund Growth, PGIM India Large Cap Fund Growth, WhiteOak Capital Large Cap Fund Regular Growth. WhiteOak Capital Large Cap Fund Regular Growth has a sharpe ratio of 0.64 & a standard deviation of 13.66%.
FAQs
According to the morning star rating WhiteOak Capital Large Cap Fund Regular Growth has a Medium risk & Exceptional return.
WhiteOak Capital Large Cap Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Trupti Agrawal,Dheeresh Pathak,Ashish Agrawal.
The expense ratio of WhiteOak Capital Large Cap Fund Regular Growth is 2.20%.
The 5 year annualized return on WhiteOak Capital Large Cap Fund Regular Growth is 0.00% & it has generated -0.54% 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 1045.06 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.