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73700
WhiteOak Capital Large Cap Fund - Direct (G)
15.27
5.66
0.75
1.72
4.26
0.72
13.91
7
1.53
15.27
WhiteOak Capital Large Cap Fund - Direct (G)
1.53
15.27
1.11
3.5
3 Years
Begin with SIP Invest One-Time
  • NAV

    16.16

    07 Aug 2026

  • -0.28%

     1 Day

  • 15.27%

    3Y CAGR returns

Scheme Compare One click to compare funds with our smart tool—analyze returns & more! Compare

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.94%

    Expense Ratio

  • 5

     Rating

  • 1,210 Cr

    Fund Size

  • 3 Years

    Fund Age

SIP Calculator

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Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.66%
  • 15.27%
  • 13.91

Scheme Allocation

By Holding By Sector By Asset
9.99%
9.96%
5.64%
5.16%
4.05%
65.20%
View All

Advance Ratio

  • 8.52Alpha
  • 3.91SD
  • 0.96Beta
  • 0.69Sharpe

Exit Load & Tax Implication

  • Exit Load
  • NIL
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Fund Managers

Ramesh Mantri

Risk-o-meter

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Peer Comparison

  • Fund Name
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More Funds from WhiteOak Capital Mutual Fund

73700
  • Fund Name
  • AUM - ₹ 474

AMC Contact Details

  • Address :
  • Unit No. B, 1th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai-400025
    • Contact :
    • +91022 69187607
    • Email ID :
    • Clientservice@whiteoakamc.com
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Large Cap

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