WhiteOak Capital Large Cap Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
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BankFD:
Showing Funds Performance since Sep 07, 2020
WhiteOak Capital Large Cap Fund Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹1,260 Cr
Lock In Period
N/A
Expense Ratio
2.51
Exit Load
Nil
Benchmark
BSE 100 Total Return
WhiteOak Capital Large Cap Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.07 | -0.58 | 16.99 |
| 6M | 2.61 | 3.03 | 16.27 |
| 1Y | -0.81 | 4.74 | 16.73 |
| 3Y | 11.40 | 14.44 | 87.46 |
Portfolio Analysis
- Equity: 85.82%
- Debt: 10.54%
- Others
As on: 2026-07-31
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About Fund WhiteOak Capital Large Cap Fund Growth
WhiteOak Capital Large Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Large-capscheme with Assets Under Management of ₹1,260 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.51. Under the expert guidance of Ramesh Mantri ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Ramesh Mantri
Mr. Ramesh Mantri holds MBA, CFA and CA. His prior assignments include White Oak Capital Management LLP, Ashoka Capital Advisers, Smith Management-Mumbai Office and CRISIL.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Quant Large Cap Fund Growth | 1 | 3,651 CR | 2.89 |
| Bank of India Large Cap Fund Growth | 0 | 231 CR | 2.75 |
| WhiteOak Capital Large Cap Fund Growth | 1 | 1,259 CR | 2.51 |
| IDBI India Top 100 Equity Fund Growth | 3 | 654 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundQuant Large Cap Fund Growth | 5.399 | 38.0479 |
| This FundBank of India Large Cap Fund Growth | 4.7022 | 38.1307 |
| This FundWhiteOak Capital Large Cap Fund Growth | -0.8065 | 38.2447 |
| This FundIDBI India Top 100 Equity Fund Growth | 15.3906 | 81.0578 |
WhiteOak Capital Large Cap Fund Growth FAQs
WhiteOak Capital Large Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of WhiteOak Capital Large Cap Fund Growth is 2.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
WhiteOak Capital Large Cap Fund Growth’s fund performance is as follows:
- 1 Month : -3.07%
- 6 Months : 2.61%
- 1 Year : -0.81%
- 3 Years : 11.40%
You can invest in WhiteOak Capital Large Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of WhiteOak Capital Large Cap Fund Growth is ₹1,260 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in WhiteOak Capital Large Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
