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44457
73700
WhiteOak Capital Large & Mid Cap Fund - Direct (G)
5.73
-0.43
1.52
4.29
4.68
14.97
7
1.06
5.73
WhiteOak Capital Large & Mid Cap Fund - Direct (G)
1.06
5.73
1.04
3.5
1 Year
Begin with SIP Invest One-Time
  • NAV

    14.22

    23 Jul 2026

  • -0.86%

     1 Day

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  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.94%

    Expense Ratio

  • NA

     Rating

  • 2,326 Cr

    Fund Size

  • 2 Years

    Fund Age

SIP Calculator

SIP One-Time
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Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
₹
Yr
  • Invested Amount
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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 23 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 5.73%
  • 14.97

Scheme Allocation

By Holding By Sector By Asset
6.79%
5.23%
4.90%
2.95%
2.34%
77.79%
View All

Advance Ratio

  • 10.95Alpha
  • 4.26SD
  • 1.01Beta
  • 0.59Sharpe

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

The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. 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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