WhiteOak Capital Large Cap Fund Regular Plan Growth

Fund House: WhiteOak Capital Mutual Fund
Category: Equity: Large Cap
Launch Date: 01-12-2022
Asset Class:
Benchmark: BSE 100 TRI
TER: 2.2% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 922.04 Cr As on 30-05-2025(Source:AMFI)
Turn over: 150% | Exit Load: 1.00% (of applicable NAV); if Units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter

15.097

17.67%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. There is no assurance that the investment objective of the Scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 9.0 22.4 - - -
Motilal Oswal Large Cap Regular Plan Growth 06-02-2024 18.75 - - - -
DSP Large Cap Fund - Regular Plan - Growth 05-03-2003 10.4 23.37 23.14 21.0 11.87
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION 05-08-2010 8.38 20.43 20.19 20.59 13.88
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth 05-05-2008 8.2 23.52 22.87 23.89 14.41
Franklin India Bluechip Fund-Growth 01-12-1993 8.02 19.36 17.97 20.4 11.32
Invesco India Largecap Fund - Growth 21-08-2009 7.85 22.5 21.97 21.68 12.95
Mirae Asset Large Cap Fund - Growth Plan 01-04-2008 7.39 17.1 16.99 19.58 13.37
Aditya Birla Sun Life Frontline Equity Fund-Growth 05-08-2002 7.32 20.34 20.5 22.07 12.63
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 7.07 17.12 19.19 21.41 12.7

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

4.31%

Others

13.46%

Large Cap

76.18%

Mid Cap

6.05%

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