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WhiteOak Capital Large Cap Fund Regular Plan Growth

  • Equity
  • Large Cap
  • Very High
  • Current NAV

    ₹12.37 -0.015%

    27-03-2024
  • Annual Returns

    38.92%

  • Min. SIP ₹100

    Min. Investment ₹500

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Calculate SIP Returns of WhiteOak Capital Large Cap Fund Regular Plan Growth

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Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 2.59% 1.39% 0.86%
1M -0.11% -0.58% -0.53%
3M 5.19% 4.11% 2.81%
6M 16.13% 12.02% 12.29%
1Y 38.92% 28.11% 31.34%
2Y 0% 15.54% 14.59%
3Y 0% 17.16% 16.24%
5Y 0% 14.94% 15.22%
ALL 17.5% 14.31% 14.03%

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Risk scale

Very High

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Fund Managers

Piyush Baranwal
Piyush Baranwal

Fund Manage - 9

Total AUM. - 5379Cr.

Ramesh Mantri
Ramesh Mantri

Fund Manage - 8

Total AUM. - 0Cr.

Trupti Agrawal
Trupti Agrawal

Fund Manage - 6

Total AUM. - 4771Cr.

Shariq Merchant
Shariq Merchant

Fund Manage - 5

Total AUM. - 2133Cr.

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Portfolio Analysis

Equity97.91% Debt3.99% Others-1.88%

Market Cap

Top 5 Sectors

Financial

Technology

Consumer Staples

Energy

Capital Goods

Top 5 Companies

ICICI Bank Ltd.

HDFC Bank Ltd.

Nestle India Ltd.

Titan Company Ltd.

Reliance Industries Ltd.

Market Cap

Top 5 Sectors

Financial

Others

Top 5 Companies

Others

Reserve Bank of India% 182-D 14/03/2024

Reserve Bank of India% 91-D 15/02/2024

Reserve Bank of India% 91-D 04/04/2024

Reserve Bank of India% 182-D 29/02/2024

Market Cap

Top 5 Sectors

Construction

Others

Top 5 Companies

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From

WhiteOak Capital Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
WhiteOak Capital Mid Cap Fund Regular Plan Growth -3.88% 3.82% 16.97% 56.68% 0%
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth -1.89% 3.51% 15.6% 45.75% 0%
WhiteOak Capital Flexi Cap Fund Regular Plan Growth -1.79% 3.21% 14.09% 44.66% 0%
WhiteOak Capital Large Cap Fund Regular Plan Growth -0.11% 5.19% 16.13% 38.92% 0%
WhiteOak Capital Balanced Advantage Fund Regular Plan Growth -0.36% 3.14% 9.36% 23.94% 0%
See More About WhiteOak Capital Mutual Fund

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Suitability

This fund is suitable for those investors
  • PurposePurpose
  • Ideal for short-term goals with moderate risk and good returns, targeting financial stability and growth
  • StrategyStrategy
  • Focuses on quality, established companies with a "Buy & Hold" approach, emphasizing long-term value.
  • DurationDuration
  • A minimum of 3 years is recommended to allow the investment to mature and overcome market fluctuations.
  • Risk ToleranceRisk Tolerance
  • Generally stable with less volatility, but can dip 15-20% in worst-case scenarios, usually recovering within 1-2 years.
  • Returns ExpectationReturns Expectation
  • Aims for a 10-12% compounded annual growth rate (CAGR), balancing stability and growth potential.

Frequently Asked Questions

What is the current NAV of WhiteOak Capital Large Cap Fund Regular Plan Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of WhiteOak Capital Large Cap Fund Regular Plan Growth as of 27-03-2024 is 12.369.

What is the expense ratio of WhiteOak Capital Large Cap Fund Regular Plan Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of WhiteOak Capital Large Cap Fund Regular Plan Growth?

WOC performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of WhiteOak Capital Large Cap Fund Regular Plan Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of WhiteOak Capital Large Cap Fund Regular Plan Growth is Rs 348.35 Crs.

Is WhiteOak Capital Large Cap Fund Regular Plan Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in WhiteOak Capital Large Cap Fund Regular Plan Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of WhiteOak Capital Large Cap Fund Regular Plan Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Technology, Consumer Staples, Energy, Capital Goods.

How to start online SIP in WhiteOak Capital Large Cap Fund Regular Plan Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in WhiteOak Capital Large Cap Fund Regular Plan Growth?

Redeeming your investments in WhiteOak Capital Large Cap Fund Regular Plan Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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