WhiteOak Capital Large Cap Fund Direct IDCW

Equity
Large Cap
Very High Risk
1M
6M
All
NAV: 07 Jun 2023₹10.07
Min. SIP amountNot Supported
RatingNA
Fund size₹316.35Cr

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
1M3M6MAll
Fund returnsNANANA-3.8%
Category averageNANANANA
Rank with in categoryNA3031NA
Understand terms

Holdings (54)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity9.6%
Housing Development Finance Corporation Ltd.FinancialEquity7.2%
Nestle India Ltd.Consumer StaplesEquity6.1%
Reliance Industries Ltd.EnergyEquity4.6%
Infosys Ltd.TechnologyEquity3.9%
Titan Company Ltd.Consumer DiscretionaryEquity3.9%
Kotak Mahindra Bank Ltd.FinancialEquity3.8%
Larsen & Toubro Ltd.ConstructionEquity3.4%
HDFC Bank Ltd.FinancialEquity3.4%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 0.62%

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 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Piyush Baranwal
Nov 2022 - Present
View details

Education
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience
Prior to joining YES Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Also manages these schemes

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
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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