WhiteOak Capital Large Cap Fund Regular Plan Growth
NAV as on 16-04-2025
₹ 13.726
₹
0.08
(
0.5537%)
AUM as on 31-03-2025
776.97 Cr
Rtn (Since Inception)
14.59%
WhiteOak Capital Large Cap Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹ 1,20,000
Profit
₹ 1,23,428
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹ 10000
Profit
₹ 11036
SCHEME DETAILS
| Category: | Equity: Large Cap |
| Launch Date: | 01-12-2022 |
| Assets Class: | |
| Benchmark: | BSE 100 TRI |
| TER: | 2.28% As on (31-03-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 500.0 |
| Minimum Topup: | 500.0 |
| Total Assets: | 776.97 Cr As on (31-03-2025) |
| Turn over: | 150 |
| Exit Load: | Exit load of 1%, if redeemed within 1 month. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| WhiteOak Capital Large Cap Fund Reg Gr | 01-12-2022 | 9.69 | 21.34 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Large Cap Reg Gr | 06-02-2024 | 22.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| DSP Top 100 Equity Reg Gr | 05-03-2003 | 14.45 | 23.88 | 16.97 | 22.38 | 10.66 |
| Canara Robeco Bluechip Equity Reg Gr | 05-08-2010 | 9.76 | 19.13 | 13.12 | 21.15 | 12.47 |
| ABSL Frontline Equity Gr | 05-08-2002 | 9.0 | 19.03 | 13.01 | 22.71 | 11.35 |
| Mirae Asset Large Cap Gr | 01-04-2008 | 8.7 | 15.46 | 10.17 | 20.55 | 12.17 |
| LIC MF Large Cap Reg Gr | 31-08-1994 | 8.7 | 16.29 | 10.34 | 19.97 | 10.03 |
| SBI Blue Chip Reg Gr | 01-02-2006 | 8.22 | 16.29 | 12.34 | 22.2 | 11.48 |
| Kotak Bluechip Gr | 29-12-1998 | 8.1 | 18.04 | 12.67 | 22.53 | 11.6 |
| ICICI Pru BlueChip Gr | 05-05-2008 | 8.02 | 21.9 | 15.81 | 24.9 | 13.05 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Installment Amount
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How long should this SIP run?
Number of years
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