WhiteOak Capital Large Cap Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Jan 2025₹14.20
Min. SIP amount₹100
RatingNA
Fund size₹640.39Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Large Cap
Absolute returns
3M6M1YAll
Fund returns-4.8%-0.5%20.3%44.1%
Category averageNANA9.1%NA
Rank with in category1332NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
13.1%17.8%34,432.09
5
12.7%14.5%66,206.57
5
9.5%13.2%429.06
4
12.3%11.8%1,744.59
4
14.0%11.8%15,311.79

Holdings (83)

NameSectorInstrumentAssets
FinancialEquity8.88%
FinancialEquity8.30%
CommunicationEquity4.06%
TechnologyEquity3.46%
AutomobileEquity3.42%
ServicesEquity2.88%
ConstructionEquity2.74%
Consumer StaplesEquity2.67%
EnergyEquity2.51%
EnergyEquity2.42%
ServicesEquity2.10%
TechnologyEquity1.91%
FinancialEquity1.88%
ServicesEquity1.82%
FinancialEquity1.79%
Zomato Ltd.
ServicesFutures1.73%
HealthcareEquity1.72%
Consumer DiscretionaryEquity1.68%
Capital GoodsEquity1.61%
ConstructionREITs1.54%
ChemicalsEquity1.51%
Consumer StaplesEquity1.36%
HealthcareEquity1.26%
FinancialEquity1.26%
HealthcareEquity1.24%
Capital GoodsEquity1.16%
FinancialEquity1.15%
ConstructionEquity1.14%
Consumer StaplesEquity1.12%
AutomobileEquity1.12%
HealthcareEquity1.10%
FinancialEquity1.05%
FinancialEquity1.04%
FinancialEquity1.01%
FinancialEquity0.97%
Persistent Systems Ltd.
TechnologyFutures0.94%
Metals & MiningEquity0.89%
FinancialEquity0.85%
FinancialEquity0.84%
FinancialEquity0.82%
EnergyEquity0.80%
TechnologyEquity0.79%
FinancialEquity0.72%
Coforge Ltd.
TechnologyFutures0.69%
HealthcareEquity0.65%
ConstructionREITs0.64%
InsuranceEquity0.64%
HealthcareEquity0.63%
Capital GoodsEquity0.62%
Reserve Bank of India
FinancialT-Bills0.62%
Metals & MiningEquity0.62%
ServicesEquity0.57%
FinancialEquity0.55%
ServicesEquity0.54%
NA
NAEquity0.52%
EnergyEquity0.51%
ServicesEquity0.51%
Capital GoodsInvITs0.51%
HealthcareEquity0.50%
Consumer StaplesEquity0.47%
InsuranceEquity0.46%
ServicesEquity0.45%
Reserve Bank of India
FinancialT-Bills0.43%
TechnologyEquity0.41%
Capital GoodsEquity0.41%
ConstructionREITs0.40%
Reserve Bank of India
FinancialT-Bills0.38%
FinancialEquity0.36%
AutomobileEquity0.36%
Oracle Financial Services Software Ltd.
TechnologyFutures0.35%
Capital GoodsEquity0.32%
Reserve Bank of India
FinancialT-Bills0.29%
HealthcareEquity0.27%
Reserve Bank of India
FinancialT-Bills0.25%
Consumer StaplesEquity0.18%
TechnologyEquity0.17%
ConstructionPPE0.16%
Reserve Bank of India
FinancialT-Bills0.15%
TechnologyEquity0.08%
Reserve Bank of India
FinancialT-Bills0.07%
Reserve Bank of India
FinancialT-Bills0.06%
ServicesEquity0.04%
TechnologyEquity0.03%
See All

Expense ratio, exit load and tax

Expense ratio: 0.64%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 1 month.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹100

Fund house & investment objective

Fund house contact details

Address
Unit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Phone
180030003060
Launch Date
03 Jul 2018
E-mail
NA
WhiteOak Capital Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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