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Whiteoak Capital Large & Mid Cap Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Whiteoak Capital Large & Mid Cap Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹500

AUM (Fund size)

₹2,326 Cr

Lock In Period

N/A

Expense Ratio

2.43

Exit Load

Nil

Benchmark

BSE 250 LargeMidCap Total Return

Whiteoak Capital Large & Mid Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.320.077.74
6M5.452.4764.49
1Y7.294.54137.57
3Y0.0011.71202.94

Portfolio Analysis

  • Equity: 86.74%
  • Debt: 9.89%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Limited6.79%
2. HDFC Bank Limited4.90%
3. The Federal Bank Limited2.09%
4. Kotak Mahindra Bank Limited1.62%
5. Axis Bank Limited0.73%
6. AU Small Finance Bank Limited0.14%

1. Laurus Labs Limited1.37%
2. IPCA Laboratories Limited0.85%
3. Alkem Laboratories Limited0.79%
4. Torrent Pharmaceuticals Limited0.77%
5. Sun Pharmaceutical Industries Limited0.72%
6. Abbott India Limited0.56%
7. Ajanta Pharma Limited0.55%
8. JB Chemicals & Pharmaceuticals Limited0.54%
9. Cipla Limited0.52%
10. Sai Life Sciences Limited0.31%
11. Divi's Laboratories Limited0.22%
12. Gland Pharma Limited0.22%
13. Anthem Biosciences Limited0.20%
14. Mankind Pharma Limited0.00%

1. Max Financial Services Limited2.34%
2. 360 One WAM Limited0.89%
3. Motilal Oswal Financial Services Limited0.88%
4. Tata Capital Limited0.87%
5. Aditya Birla Capital Limited0.20%
6. Cholamandalam Financial Holdings Limited0.04%

1. Bharti Airtel Limited2.24%
2. Bharti Hexacom Limited1.67%

1. Mahindra & Mahindra Limited1.97%
2. Maruti Suzuki India Limited1.58%

1. Persistent Systems Limited1.23%
2. Coforge Limited0.61%
3. Billionbrains Garage Ventures Ltd0.54%
4. Oracle Financial Services Software Limited0.33%
5. Tata Consultancy Services Limited0.29%
6. Intellect Design Arena Limited0.19%
7. Tech Mahindra Limited0.01%
8. KPIT Technologies Limited0.01%
9. Infosys Limited0.00%
10. LTM Limited0.00%

1. Nestle India Limited2.95%

1. The Phoenix Mills Limited2.18%
2. Godrej Properties Limited0.35%
3. Sobha Limited0.10%

1. Eternal Limited2.00%
2. FSN E-Commerce Ventures Limited0.45%

1. Fortis Healthcare Limited1.67%
2. Max Healthcare Institute Limited0.40%
3. Narayana Hrudayalaya Limited0.35%

1. Reliance Industries Limited1.84%
2. Hindustan Petroleum Corporation Limited0.48%

1. Muthoot Finance Limited0.86%
2. Bajaj Finance Limited0.62%
3. Cholamandalam Investment and Finance Company Ltd0.50%

1. National Aluminium Company Limited0.85%
2. Hindalco Industries Limited0.81%
3. Vedanta Aluminium Metal Limited0.16%

1. Bharat Electronics Limited1.69%

1. PB Fintech Limited1.68%

1. Titan Company Limited1.51%

1. State Bank of India1.32%
2. Indian Bank0.05%

1. Berger Paints (I) Limited0.72%
2. Asian Paints Limited0.59%

1. Oil India Limited0.96%
2. Oil & Natural Gas Corporation Limited0.28%

1. Bharat Heavy Electricals Limited1.19%

1. AIA Engineering Limited1.12%

1. Tube Investments of India Limited1.10%

About Fund Whiteoak Capital Large & Mid Cap Fund Growth

Whiteoak Capital Large & Mid Cap Fund Growth managed by WhiteOak Capital Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹2,326 Crore. The fund benchmarks its performance against the BSE 250 LargeMidCap Total Return while maintaining an expense ratio of 2.43. 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 NameRatingsAUMExpense Ratio
Kotak India Growth Fund Series I Growth0434 CR2.57
Whiteoak Capital Large & Mid Cap Fund Growth02,325 CR2.43
Sundaram Emerging Small Cap - Series III Growth0299 CR1.35
Fund Name1Y3Y
This FundKotak India Growth Fund Series I Growth
This FundWhiteoak Capital Large & Mid Cap Fund Growth7.29120
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Whiteoak Capital Large & Mid Cap Fund Growth FAQs

Whiteoak Capital Large & Mid 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 & Mid Cap Fund Growth is 2.43. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Whiteoak Capital Large & Mid Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 3.32%
  • 6 Months : 5.45%
  • 1 Year : 7.29%
  • 3 Years : 0.00%
Returns of Whiteoak Capital Large & Mid Cap Fund Growth are updated daily based on NAV of ₹ 14.131 as on Aug 03,2026. Since inception, the return has been 0.00%.

You can invest in Whiteoak Capital Large & Mid 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 & Mid Cap Fund Growth is ₹2,326 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Whiteoak Capital Large & Mid Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.