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WhiteOak Capital Large Cap Fund Regular Plan Growth

Fund House:
WhiteOak Capital Mutual Fund
Category:
Equity: Large Cap
Status:
Open Ended Schemes
Launch Date:
01-12-2022
ISIN Number:
INF03VN01662
Minimum Investment:
500
Minimum SIP:
Total Assets: (29-11-2024):
660.26
Nav (20-12-2024)
14.266
CAGR Since Inception:
19.27
Benchmark:
BSE 100 TRI
Expense Ratio (30-11-2024)::
2.32 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1%, if redeemed within 1 month.
Asset Class
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 24.03 21.02 0 0 0
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option 23.78 21.28 17.54 17.13 13.25
Invesco India Largecap Fund - Growth 23.5 22.72 15.93 17.33 13.15
DSP Top 100 Equity Fund - Regular Plan - Growth 22.9 22.58 17.3 14.5 11.23
Nippon India Large Cap Fund- Growth Plan -Growth Option 21.99 24.11 22.01 19.32 14.2
Taurus Large Cap Fund - Regular Plan - Growth 21.78 18.53 16.78 14.49 10.07
HSBC Large Cap Fund - Regular Growth 21.14 19.93 15.46 15.51 12.39
Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option 20.72 18.98 14.84 17.16 13.56
BANDHAN Large Cap Fund - Regular Plan - Growth 20.71 21.39 15.27 16.58 11.88
ICICI Prudential Bluechip Fund - Growth 20.42 21.24 18.39 18.35 13.8
Fund Manager
Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak:
Scheme Objective
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On WhiteOak Capital Large Cap Fund Regular Plan Growth NIFTY 50 TRI Equity: Large Cap
CAGR since inception 19.27% 13.95% 14.66%
1 Year 24.03% 12.84% 18.49%
3 Year 0.00% 13.73% 14.92%
5 Year 0.00% 15.28% 15.65%
10 Year 0.00% 12.46% 12.23%
Nav / Index Value as on2024-12-22 660.26% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 1.69
Debt 1.14
Cash & Cash Equivalents 3.9
Equity 93.27
Company Holding
ICICI BANK LIMITED 9.2
HDFC BANK LIMITED 7.18
ZOMATO LIMITED 4.81
BHARTI AIRTEL LIMITED 3.74
TATA CONSULTANCY SERVICES LIMITED 3.74
MAHINDRA AND MAHINDRA LIMITED 3.4
POWER GRID CORPORATION OF INDIA LIMITED 2.78
LARSEN AND TOUBRO LIMITED 2.57
RELIANCE INDUSTRIES LIMITED 2.56
TRENT LIMITED 2.07
FAQ's of WhiteOak Capital Large Cap Fund Regular Plan Growth
How do I use the SIP Calculator to calculate WhiteOak Capital Mutual Fund ?

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2. Put the monthly SIP amount.

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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WhiteOak Capital Large Cap Fund Regular Plan Growth