Category: Equity: Large Cap |
Launch Date: 01-12-2022 |
Asset Class: |
Benchmark: BSE 100 TRI |
TER: 2.18% As on (31-07-2025) |
Status: Open Ended Schemes |
Minimum Investment: 500 |
Minimum Topup: 500 |
Total Assets: 990.54 Cr As on 31-07-2025(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 |
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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.
Standard Deviation | |
Sharpe Ratio | |
Alpha | |
Beta | |
Yield to Maturity | |
Average Maturity |
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 IDCW | 01-12-2022 | 4.71 | 20.11 | - | - | - |
Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 12.8 | - | - | - | - |
WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 4.71 | 20.11 | - | - | - |
Nippon India Large Cap Fund- Growth Plan -Growth Option | 08-08-2007 | 4.42 | 19.8 | 19.67 | 23.99 | 13.72 |
ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 4.16 | 20.39 | 18.05 | 21.43 | 13.89 |
Small Cap
5.33%
Others
12.97%
Large Cap
76.82%
Mid Cap
4.88%