Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹500
AUM (Fund size)
₹1,149 Cr
Lock In Period
N/A
Expense Ratio
2.16
Benchmark
BSE 100 Total Return
Exit Load
1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.
Summary
Latest details for WhiteOak Capital Large Cap Fund Growth include a ₹13.567 NAV as of Apr 02,2026 and returns since inception of 49.43%. Minimum investments start at SIP ₹100. The WhiteOak Capital Large Cap Fund Growth AUM is ₹1,149 Cr, with a lock-in of N/A years, expense ratio of 2.16%, and benchmark BSE 100 Total Return. Exit load is - 1.00% of applicable NAV if units are redeemed/ switched-out within 1 month from the date of allotment. Nil thereafter.. In the growth review for 1M Month/Year, the fund recorded -7.91% returns, against a category average of -2.26% and a category best of 7.74%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.91 | -2.26 | 7.74 |
| 6M | -8.18 | -0.14 | 64.49 |
| 1Y | -0.56 | 3.37 | 137.57 |
| 3Y | 14.33 | 11.67 | 202.94 |
Portfolio Analysis
- Equity: 87.83%
- Debt: 7.83%
- Others
As on: 2026-02-28
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About Fund
WhiteOak Capital Large Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹1,149 Crore. The fund benchmarks its performance against the BSE 100 Total Return while maintaining an expense ratio of 2.16. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Focused Fund Growth | 2 | 1693.16 CR | 2.11 |
| This FundAditya Birla Sun Life Multi-Cap Fund Growth | 0 | 6585.9 CR | 1.82 |
| This FundWhiteOak Capital Large Cap Fund Growth | 1 | 1148.98 CR | 2.16 |
| This FundSundaram Emerging Small Cap - Series III Growth | 0 | 299.68 CR | 1.35 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Focused Fund Growth | 2.6339 | 49.1735 |
| This FundAditya Birla Sun Life Multi-Cap Fund Growth | 0.2812 | 49.205 |
| This FundWhiteOak Capital Large Cap Fund Growth | -0.5571 | 49.4328 |
| This FundSundaram Emerging Small Cap - Series III Growth | 15.667 | 197.535 |
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 2.16. 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 : -7.91%
- 6 Months : -8.18%
- 1 Year : -0.56%
- 3 Years : 14.33%
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 ₹1,149 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.
Min Inv Amount: ₹500