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WhiteOak Capital Large & Mid Cap Fund Direct Growth
NAV: 21 May '26
₹13.71
Min. for SIP
₹100
Fund size (AUM)
₹2,180.32 Cr
Expense ratio
2.12%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,260 | +1.73% | |
| 6 months | ₹30,000 | ₹30,005 | +0.02% | |
| 1 year | ₹60,000 | ₹60,321 | +0.53% |
Holdings (139)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.76% |
| HDFC Bank Ltd. | Financial | Equity | 4.70% |
| Nestle India Ltd. | Consumer Staples | Equity | 3.27% |
| Max Financial Services Ltd. | Financial | Equity | 2.32% |
| Reliance Industries Ltd. | Energy | Equity | 2.18% |
| The Phoenix Mills Ltd. | Construction | Equity | 2.08% |
| Bharti Airtel Ltd. | Communication | Equity | 2.01% |
| Eternal Ltd. | Services | Equity | 1.99% |
| The Federal Bank Ltd. | Financial | Equity | 1.94% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.89% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.82% |
| State Bank of India | Financial | Equity | 1.81% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.75% |
| Muthoot Finance Ltd. | Financial | Equity | 1.73% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.73% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.72% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.69% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.58% |
| PB Fintech Ltd. | Services | Equity | 1.58% |
| Titan Company Ltd. | Consumer Discretionary | Equity | 1.55% |
| Persistent Systems Ltd. | Technology | Equity | 1.51% |
| Nexus Select Trust | Construction | REITs | 1.38% |
| Nifty Bank | Financial | ID | 1.36% |
| Indian Bank | Financial | Equity | 1.21% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.14% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.08% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.06% |
| Laurus Labs Ltd. | Healthcare | Equity | 1.06% |
| Reserve Bank of India | Financial | T-Bills | 1.01% |
| Coforge Ltd. | Technology | Equity | 0.96% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 0.94% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.93% |
| Info Edge (India) Ltd. | Services | Equity | 0.93% |
| Reserve Bank of India | Financial | T-Bills | 0.92% |
| Embassy Office Parks REIT | Construction | REITs | 0.91% |
| Marico Ltd. | Consumer Staples | Equity | 0.90% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 0.90% |
| Cummins India Ltd. | Capital Goods | Equity | 0.89% |
| Tata Capital Ltd. | Financial | Equity | 0.84% |
| REC Ltd. | Financial | Equity | 0.84% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 0.81% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 0.81% |
| Oil And Natural Gas Corporation Ltd. | Energy | Equity | 0.79% |
| Vertis Infrastructure Trust | Construction | InvITs | 0.77% |
| Hero Motocorp Ltd. | Automobile | Equity | 0.75% |
| Oracle Financial Services Software Ltd. | Technology | Futures | 0.75% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | Equity | 0.75% |
| 360 One Wam Ltd. | Financial | Equity | 0.75% |
| Tata Steel Ltd. | Metals & Mining | Equity | 0.75% |
| Torrent Pharmaceuticals Ltd. | Healthcare | Equity | 0.75% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.75% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.74% |
| Axis Bank Ltd. | Financial | Equity | 0.73% |
| Kei Industries Ltd. | Capital Goods | Futures | 0.70% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.69% |
| Larsen & Toubro Ltd. | Construction | Equity | 0.68% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.62% |
| Bajaj Finance Ltd. | Financial | Equity | 0.62% |
| Abbott India Ltd. | Healthcare | Equity | 0.60% |
| Bajaj Finserv Ltd. | Financial | Equity | 0.59% |
| Infosys Ltd. | Technology | Futures | 0.59% |
| Asian Paints Ltd. | Chemicals | Equity | 0.58% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.57% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 0.57% |
| Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.56% |
| Ambuja Cements Ltd. | Construction | Equity | 0.56% |
| Mankind Pharma Ltd. | Healthcare | Equity | 0.56% |
| Reserve Bank of India | Financial | T-Bills | 0.56% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 0.54% |
| Oil India Ltd. | Energy | Futures | 0.52% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 0.51% |
| Tech Mahindra Ltd. | Technology | Futures | 0.50% |
| Pidilite Industries Ltd. | Chemicals | Equity | 0.49% |
| Brookfield India Real Estate Trust REIT | Construction | REITs | 0.49% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 0.49% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.48% |
| NTPC Ltd. | Energy | Equity | 0.47% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 0.47% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.46% |
| Godrej Industries Ltd. | Consumer Staples | Equity | 0.46% |
| Reserve Bank of India | Financial | T-Bills | 0.46% |
| Reserve Bank of India | Financial | T-Bills | 0.46% |
| Reserve Bank of India | Financial | T-Bills | 0.45% |
| Coromandel International Ltd. | Chemicals | Equity | 0.45% |
| Cigniti Technologies Ltd. | Technology | Equity | 0.44% |
| Poly Medicure Ltd. | Healthcare | Equity | 0.41% |
| Nippon Life India Asset Management Ltd. | Financial | Futures | 0.41% |
| Power Grid Corporation Of India Ltd. | Energy | Equity | 0.38% |
| Motilal Oswal Financial Services Ltd. | Financial | Equity | 0.38% |
| Oil India Ltd. | Energy | Equity | 0.37% |
| Petronet LNG Ltd. | Energy | Futures | 0.36% |
| Godrej Properties Ltd. | Construction | Equity | 0.36% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.36% |
| Tata Consultancy Services Ltd. | Technology | Futures | 0.35% |
| Narayana Hrudayalaya Ltd. | Healthcare | Equity | 0.33% |
| NMDC Ltd. | Metals & Mining | Equity | 0.33% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Cipla Ltd. | Healthcare | Equity | 0.31% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 0.31% |
| Lupin Ltd. | Healthcare | Equity | 0.30% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.30% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.29% |
| International Gemological Institute Ltd. | Consumer Discretionary | Equity | 0.26% |
| Bharat Bijlee Ltd. | Capital Goods | Equity | 0.25% |
| Trent Ltd. | Services | Futures | 0.25% |
| National Highways Infra Trust | Construction | InvITs | 0.24% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 0.24% |
| Reserve Bank of India | Financial | T-Bills | 0.23% |
| Reserve Bank of India | Financial | T-Bills | 0.23% |
| Blue Star Ltd. | Consumer Discretionary | Futures | 0.22% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.21% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.21% |
| Tech Mahindra Ltd. | Technology | Equity | 0.21% |
| Intellect Design Arena Ltd. | Technology | Equity | 0.21% |
| Vedanta Aluminium Metal Ltd. | Metals & Mining | Equity | 0.20% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.19% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.18% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.17% |
| JSW Energy Ltd. | Capital Goods | Equity | 0.17% |
| Jyothy Labs Ltd. | Consumer Staples | Equity | 0.16% |
| AU Small Finance Bank Ltd. | Financial | Equity | 0.14% |
| KPIT Technologies Ltd. | Technology | Equity | 0.14% |
| LTM Limited | Technology | Futures | 0.13% |
| Sobha Ltd. | Construction | Equity | 0.11% |
| Power Finance Corporation Ltd. | Financial | Equity | 0.10% |
| Page Industries Ltd. | Textiles | Equity | 0.07% |
| Reserve Bank of India | Financial | T-Bills | 0.07% |
| Dixon Technologies (India) Ltd. | Capital Goods | Futures | 0.05% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.04% |
| Vedanta Oil and Gas Ltd. | Energy | Equity | 0.03% |
| Tata Consultancy Services Ltd. | Technology | Equity | 0.02% |
| Petronet LNG Ltd. | Energy | Equity | 0.02% |
| Vedanta Power Ltd. | Capital Goods | Equity | 0.01% |
| LTM Limited | Technology | Equity | 0.01% |
| Vedanta Iron And Steel Ltd. | Metals & Mining | Equity | 0.01% |
| Infosys Ltd. | Technology | Equity | 0.00% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 0.00% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.00% |
| Trent Ltd. | Services | Equity | 0.00% |
See All
Minimum investments
Min. for 1st investment
₹500
Min. for 2nd investment
₹500
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.6% | -3.5% | +5.3% | +35.9% |
| Category average (Equity Large & MidCap) | -- | -- | +0.9% | -- |
| Rank (Equity Large & MidCap) | 20 | 19 | 6 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Motilal Oswal Large and Midcap Fund Direct Growth | +6.66% | +25.62% | 16,776.57 | |
Bandhan Large & Mid Cap Fund Direct Growth | +8.20% | +24.22% | 16,671.94 | |
Nippon India Vision Large & Mid Cap Direct Growth | +2.35% | +19.37% | 7,080.91 | |
ICICI Prudential Large & Mid Cap Fund Direct Plan Growth | +1.14% | +19.35% | 29,757.23 | |
DSP Large & Mid Cap Fund Direct Plan Growth | -0.27% | +18.72% | 17,330.95 | |
| Compare | ||||
Fund management
RMRamesh MantriDec 2023 - PresentView details
RM
Ramesh Mantri
Dec 2023 - Present
View details
PBPiyush BaranwalDec 2023 - PresentView details
PB
Piyush Baranwal
Dec 2023 - Present
View details
TATrupti AgrawalDec 2023 - PresentView details
TA
Trupti Agrawal
Dec 2023 - Present
View details
DPDheeresh PathakApr 2024 - PresentView details
DP
Dheeresh Pathak
Apr 2024 - Present
View details
AAAshish AgrawalJan 2025 - PresentView details
AA
Ashish Agrawal
Jan 2025 - Present
View details
About WhiteOak Capital Large & Mid Cap Fund Direct Growth
WhiteOak Capital Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Ramesh Mantri is the Current Fund Manager of WhiteOak Capital Large & Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹36,503 Cr and the Latest NAV as of 21 May 2026 is ₹13.71.
The WhiteOak Capital Large & Mid Cap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹500.
;
Investment Objective
The scheme seeks 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.
Fund benchmarkBSE 250 Large MidCap Total Return Index
Fund house
Rank (total assets)--
Total AUM₹36,502.59 Cr
Date of Incorporation03 Jul 2018
Launch Date03 Jul 2018
AddressUnit No. B4, 6th Floor,Cnergy, Appasaheb Marathe Marg,Prabhadevi Mumbai 400025
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,