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WhiteOak Capital Large & Mid Cap Fund - Direct Growth
29.22
-3.69
2.79
-3.61
7.40
29.04
  • NAV

    12.92

    as on 23 Dec 2024

  • ₹0.04 (0.29%)

    Last Change

  • ₹ 100

    Min SIP

  • ₹ 500

    Min Lumpsum

  • 0.39%

    Expense Ratio
  • Rating

  • 1,538 Cr

    Fund Size

  • 1 Years

    Fund Age
SIP One-Time

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

Returns and Ranks ( as on 23 Dec 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 29.22%
  • -
  • -
  • 29.04
By Holding By Sector By Asset
5.51%
5.34%
3.67%
2.52%
2.10%
80.86%
View all Holdings
  • 15.66Alpha
  • 2.86SD
  • 0.91Beta
  • 2.01Sharpe
  • Exit Load
  • In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Ramesh Mantri

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moderate Moderate Moderately
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  • Fund Name
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WhiteOak Capital Mutual Fund

  • AUM :
  • 13,161Cr
  • Address :
  • Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
  • Contact :
  • +91022 69187607
  • Email ID :
  • Clientservice@whiteoakamc.com
  • Fund Name
Mutual Fund by Category
Equity Debt Hybrid

Large Cap

  • Fund Name
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FAQs

You can invest in WhiteOak Capital Large & Mid Cap Fund - Direct Growth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for WhiteOak Capital Large & Mid Cap Fund - Direct Growth in the search box.
  3. Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"

WhiteOak Capital Large & Mid Cap Fund - Direct Growth has delivered 24.46% since inception

The NAV of WhiteOak Capital Large & Mid Cap Fund - Direct Growth is ₹12.446 as of 23 Dec 2024

The expense ratio of WhiteOak Capital Large & Mid Cap Fund - Direct Growth is % as of 23 Dec 2024

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units

The AUM of WhiteOak Capital Large & Mid Cap Fund - Direct Growth 1172.31 CR as of 23 Dec 2024

The minimum SIP amount of WhiteOak Capital Large & Mid Cap Fund - Direct Growth is 100

The top stock holdings of WhiteOak Capital Large & Mid Cap Fund - Direct Growth are

  1. ICICI Bank - 5.51%
  2. HDFC Bank - 5.34%
  3. Zomato Ltd - 3.67%
  4. ICICI Securities - 2.52%
  5. Nestle India - 2.10%

The top sectors WhiteOak Capital Large & Mid Cap Fund - Direct Growth has invested in are

  1. Banks - 10.15%
  2. Finance - 7.66%
  3. IT-Software - 6.37%
  4. Debt - 6.15%
  5. Capital Markets - 5.68%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select WhiteOak Capital Large & Mid Cap Fund - Direct Growth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Large & Mid Cap Fund - Direct Growth based on your investment objective and risk tolerance

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