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WhiteOak Capital Large Cap Fund - Regular (G)
13.40
4.01
0.72
1.59
3.85
-0.07
12.04
7
1.46
13.4
WhiteOak Capital Large Cap Fund - Regular (G)
1.53
15.27
1.11
3.5
3 Years

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  • NAV

    15.21

    07 Aug 2026

  • -0.29%

     1 Day

  • 13.40%

    3Y CAGR returns

Note: Data shown is for Regular Plan. Our Platform offers Direct Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 2.51%

    Expense Ratio

  • 5

     Rating

  • 1,210 Cr

    Fund Size

  • 3 Years

    Fund Age

SIP Calculator

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

Scheme Performance

Returns and Ranks ( as on 07 Aug 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 4.01%
  • 13.40%
  • 12.04

Scheme Allocation

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

Advance Ratio

  • 6.86Alpha
  • 3.91SD
  • 0.96Beta
  • 0.57Sharpe

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

Low Low to
moderate Moderate Moderately
High High Very
High

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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