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Fund Overview

Fund Size

Fund Size

₹698 Cr

Expense Ratio

Expense Ratio

0.68%

ISIN

ISIN

INF03VN01696

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Dec 2022

About this fund

WhiteOak Capital Large Cap Fund Direct Growth is a Large-Cap mutual fund schemes offered by WhiteOak Capital Mutual Fund. This fund has been in existence for 2 years, 3 months and 27 days, having been launched on 01-Dec-22.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹14.34, Assets Under Management (AUM) of 698.13 Crores, and an expense ratio of 0.68%.
  • WhiteOak Capital Large Cap Fund Direct Growth has given a CAGR return of 16.81% since inception.
  • The fund's asset allocation comprises around 88.55% in equities, 1.03% in debts, and 10.42% in cash & cash equivalents.
  • You can start investing in WhiteOak Capital Large Cap Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.36%

+7.03% (Cat Avg.)

Since Inception

+16.81%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity618.21 Cr88.55%
Debt7.18 Cr1.03%
Others72.74 Cr10.42%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity63.44 Cr9.25%
HDFC Bank LtdEquity63.43 Cr9.25%
Clearing Corporation Of India LtdCash - Repurchase Agreement40.37 Cr5.89%
Kotak Mahindra Bank LtdEquity27.48 Cr4.01%
Tata Consultancy Services LtdEquity25.36 Cr3.70%
Bharti Airtel LtdEquity25.35 Cr3.70%
Mahindra & Mahindra LtdEquity24.69 Cr3.60%
Zomato LtdEquity24.54 Cr3.58%
Larsen & Toubro LtdEquity18.68 Cr2.72%
Reliance Industries LtdEquity18.02 Cr2.63%
Infosys LtdEquity15.68 Cr2.29%
Power Grid Corp Of India LtdEquity14.01 Cr2.04%
Titan Co LtdEquity11.58 Cr1.69%
State Bank of IndiaEquity10.63 Cr1.55%
Bharat Electronics LtdEquity10.49 Cr1.53%
POWERGRID Infrastructure Investment Trust UnitsEquity10.25 Cr1.49%
Nexus Select Trust ReitsEquity - REIT10.17 Cr1.48%
Trent LtdEquity9.79 Cr1.43%
Pidilite Industries LtdEquity9.49 Cr1.38%
Net Receivables / (Payables)Cash9.42 Cr1.37%
Bajaj Finserv LtdEquity9.1 Cr1.33%
Maruti Suzuki India LtdEquity9.08 Cr1.32%
Oil & Natural Gas Corp LtdEquity8.89 Cr1.30%
Mankind Pharma LtdEquity8.58 Cr1.25%
Shriram Finance LtdEquity8.45 Cr1.23%
Bajaj Finance LtdEquity8.11 Cr1.18%
Cipla LtdEquity7.98 Cr1.16%
Info Edge (India) LtdEquity7.6 Cr1.11%
Torrent Pharmaceuticals LtdEquity7.48 Cr1.09%
Varun Beverages LtdEquity7.37 Cr1.08%
Godrej Consumer Products LtdEquity7.13 Cr1.04%
Embassy Office Parks ReitBond - Asset Backed7.05 Cr1.03%
Tech Mahindra LtdEquity6.97 Cr1.02%
Ambuja Cements LtdEquity6.8 Cr0.99%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity6.72 Cr0.98%
ICICI Securities LtdEquity6.61 Cr0.96%
Hindalco Industries LtdEquity6.42 Cr0.94%
Power Finance Corp LtdEquity6.4 Cr0.93%
Sun Pharmaceuticals Industries LtdEquity6.36 Cr0.93%
Muthoot Finance LtdEquity5.45 Cr0.79%
Coforge LtdEquity5.18 Cr0.76%
Max Financial Services LtdEquity5.06 Cr0.74%
182 DTB 15052025Bond - Gov't/Treasury4.93 Cr0.72%
364 DTB 23052025Bond - Gov't/Treasury4.93 Cr0.72%
CG Power & Industrial Solutions LtdEquity4.73 Cr0.69%
Jyothy Labs LtdEquity4.39 Cr0.64%
Poly Medicure LtdEquity4.26 Cr0.62%
Tata Steel LtdEquity4.24 Cr0.62%
Computer Age Management Services Ltd Ordinary SharesEquity4.2 Cr0.61%
HDFC Life Insurance Co LtdEquity4.16 Cr0.61%
REC LtdEquity4.15 Cr0.61%
ICICI Prudential Life Insurance Co LtdEquity3.68 Cr0.54%
Cigniti Technologies LtdEquity3.63 Cr0.53%
ABB India LtdEquity3.56 Cr0.52%
91 DTB 20032025Bond - Gov't/Treasury2.99 Cr0.44%
Aadhar Housing Finance LtdEquity2.94 Cr0.43%
Persistent Systems LtdEquity2.93 Cr0.43%
PB Fintech LtdEquity2.45 Cr0.36%
91 DTB 10042025Bond - Gov't/Treasury1.99 Cr0.29%
182 Days Tbill (Md 01/05/2025)Bond - Gov't/Treasury1.98 Cr0.29%
Bharat Bijlee LtdEquity1.87 Cr0.27%
Cholamandalam Investment and Finance Co LtdEquity1.73 Cr0.25%
Hitachi Energy India Ltd Ordinary SharesEquity1.71 Cr0.25%
Jupiter Life Line Hospitals LtdEquity1.7 Cr0.25%
91 Days Tbill Red 24-04-2025Bond - Gov't/Treasury1.49 Cr0.22%
Sobha LtdEquity1.39 Cr0.20%
InterGlobe Aviation LtdEquity1.36 Cr0.20%
Honasa Consumer LtdEquity1.06 Cr0.15%
364 DTB 13032025Bond - Gov't/Treasury1 Cr0.15%
India (Republic of)Bond - Short-term Government Bills0.99 Cr0.14%
91 DTB 17042025Bond - Gov't/Treasury0.99 Cr0.14%
Divi's Laboratories LtdEquity0.72 Cr0.11%
Eicher Motors LtdEquity0.52 Cr0.08%
IndiGrid Infrastructure Trust Units Series - IVEquity0.5 Cr0.07%
91 DTB 28032025Bond - Gov't/Treasury0.4 Cr0.06%
Dr Reddy's Laboratories LtdEquity0.31 Cr0.05%
Nestle India LtdEquity0.21 Cr0.03%
Oracle Financial Services Software LtdEquity0.2 Cr0.03%

Allocation By Market Cap (Equity)

Large Cap Stocks

76.23%

Mid Cap Stocks

4.60%

Small Cap Stocks

4.67%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services233.27 Cr34.01%
Consumer Cyclical80.2 Cr11.69%
Technology64.14 Cr9.35%
Industrials42.4 Cr6.18%
Communication Services39.68 Cr5.78%
Healthcare37.4 Cr5.45%
Basic Materials26.95 Cr3.93%
Energy26.91 Cr3.92%
Consumer Defensive20.16 Cr2.94%
Utilities14.51 Cr2.12%
Real Estate1.39 Cr0.20%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

14.04%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.40

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.63

Higher the better

Fund Managers

Piyush Baranwal

Piyush Baranwal

Since December 2022

Ramesh Mantri

Ramesh Mantri

Since December 2022

TA

Trupti Agrawal

Since December 2022

DP

Dheeresh Pathak

Since April 2024

AA

Ashish Agrawal

Since January 2025

Additional Scheme Detailsas of 28th February 2025

ISIN
INF03VN01696
Expense Ratio
0.68%
Exit Load
1.00%
Fund Size
₹698 Cr
Age
2 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 100 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
DSP Nifty 50 ETF

Very High Risk

0.1%-₹315.32 Cr7.9%
Quant Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹2295.60 Cr-1.8%
Quant Large Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2295.60 Cr-0.3%
Invesco India largecap Fund Regular Growth

Very High Risk

2.1%0.0%₹1229.29 Cr8.3%
UTI S&P BSE Sensex Next 50 Exchange Traded Fund

Very High Risk

0.2%-₹22.30 Cr12.8%
Aditya BSL Nifty Next 50 ETF

Very High Risk

0.2%-₹193.56 Cr6.7%
Aditya Birla Sun Life Nifty 50 ETF

Very High Risk

0.1%-₹2864.25 Cr7.9%
DSP Nifty 50 Equal Weight ETF

Very High Risk

0.2%-₹214.51 Cr6.5%
Edelweiss Large Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1058.57 Cr7.0%
Kotak Nifty 50 ETF

Very High Risk

0.0%-₹2611.61 Cr7.9%

About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund

Total AUM

₹14,348 Cr

Address

1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City, Mumbai

Other Funds by WhiteOak Capital Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
WhiteOak Capital Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹1493.62 Cr13.2%
WhiteOak Capital Balanced Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹157.08 Cr11.3%
WhiteOak Capital Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1417.88 Cr15.7%
WhiteOak Capital Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹698.13 Cr13.4%
WhiteOak Capital Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹376.27 Cr7.3%
WhiteOak Capital Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹389.54 Cr7.4%
WhiteOak Capital Multi Asset Allocation Fund Direct Growth

Moderately High risk

0.5%1.0%₹1440.71 Cr17.2%
WhiteOak Capital Tax Saver Fund Direct Growth

Very High Risk

0.7%0.0%₹312.12 Cr17.5%
WhiteOak Capital Mid Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2502.58 Cr16.4%
WhiteOak Capital Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4228.79 Cr14.1%
WhiteOak Capital Balanced Advantage Fund Direct Growth

Very High Risk

0.6%1.0%₹1327.52 Cr13.4%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of WhiteOak Capital Large Cap Fund Direct Growth, as of 27-Mar-2025, is ₹14.34.
The fund's allocation of assets is distributed as 88.55% in equities, 1.03% in bonds, and 10.42% in cash and cash equivalents.
The fund managers responsible for WhiteOak Capital Large Cap Fund Direct Growth are:-
  1. Piyush Baranwal
  2. Ramesh Mantri
  3. Trupti Agrawal
  4. Dheeresh Pathak
  5. Ashish Agrawal

Fund Overview

Fund Size

Fund Size

₹698 Cr

Expense Ratio

Expense Ratio

0.68%

ISIN

ISIN

INF03VN01696

Minimum SIP

Minimum SIP

₹500

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Dec 2022

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

WhiteOak Capital Large Cap Fund Direct Growth is a Large-Cap mutual fund schemes offered by WhiteOak Capital Mutual Fund. This fund has been in existence for 2 years, 3 months and 27 days, having been launched on 01-Dec-22.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹14.34, Assets Under Management (AUM) of 698.13 Crores, and an expense ratio of 0.68%.
  • WhiteOak Capital Large Cap Fund Direct Growth has given a CAGR return of 16.81% since inception.
  • The fund's asset allocation comprises around 88.55% in equities, 1.03% in debts, and 10.42% in cash & cash equivalents.
  • You can start investing in WhiteOak Capital Large Cap Fund Direct Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+13.36%

+7.03% (Cat Avg.)

Since Inception

+16.81%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity618.21 Cr88.55%
Debt7.18 Cr1.03%
Others72.74 Cr10.42%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
ICICI Bank LtdEquity63.44 Cr9.25%
HDFC Bank LtdEquity63.43 Cr9.25%
Clearing Corporation Of India LtdCash - Repurchase Agreement40.37 Cr5.89%
Kotak Mahindra Bank LtdEquity27.48 Cr4.01%
Tata Consultancy Services LtdEquity25.36 Cr3.70%
Bharti Airtel LtdEquity25.35 Cr3.70%
Mahindra & Mahindra LtdEquity24.69 Cr3.60%
Zomato LtdEquity24.54 Cr3.58%
Larsen & Toubro LtdEquity18.68 Cr2.72%
Reliance Industries LtdEquity18.02 Cr2.63%
Infosys LtdEquity15.68 Cr2.29%
Power Grid Corp Of India LtdEquity14.01 Cr2.04%
Titan Co LtdEquity11.58 Cr1.69%
State Bank of IndiaEquity10.63 Cr1.55%
Bharat Electronics LtdEquity10.49 Cr1.53%
POWERGRID Infrastructure Investment Trust UnitsEquity10.25 Cr1.49%
Nexus Select Trust ReitsEquity - REIT10.17 Cr1.48%
Trent LtdEquity9.79 Cr1.43%
Pidilite Industries LtdEquity9.49 Cr1.38%
Net Receivables / (Payables)Cash9.42 Cr1.37%
Bajaj Finserv LtdEquity9.1 Cr1.33%
Maruti Suzuki India LtdEquity9.08 Cr1.32%
Oil & Natural Gas Corp LtdEquity8.89 Cr1.30%
Mankind Pharma LtdEquity8.58 Cr1.25%
Shriram Finance LtdEquity8.45 Cr1.23%
Bajaj Finance LtdEquity8.11 Cr1.18%
Cipla LtdEquity7.98 Cr1.16%
Info Edge (India) LtdEquity7.6 Cr1.11%
Torrent Pharmaceuticals LtdEquity7.48 Cr1.09%
Varun Beverages LtdEquity7.37 Cr1.08%
Godrej Consumer Products LtdEquity7.13 Cr1.04%
Embassy Office Parks ReitBond - Asset Backed7.05 Cr1.03%
Tech Mahindra LtdEquity6.97 Cr1.02%
Ambuja Cements LtdEquity6.8 Cr0.99%
Bharti Airtel Ltd (Partly Paid Rs.1.25)Equity6.72 Cr0.98%
ICICI Securities LtdEquity6.61 Cr0.96%
Hindalco Industries LtdEquity6.42 Cr0.94%
Power Finance Corp LtdEquity6.4 Cr0.93%
Sun Pharmaceuticals Industries LtdEquity6.36 Cr0.93%
Muthoot Finance LtdEquity5.45 Cr0.79%
Coforge LtdEquity5.18 Cr0.76%
Max Financial Services LtdEquity5.06 Cr0.74%
182 DTB 15052025Bond - Gov't/Treasury4.93 Cr0.72%
364 DTB 23052025Bond - Gov't/Treasury4.93 Cr0.72%
CG Power & Industrial Solutions LtdEquity4.73 Cr0.69%
Jyothy Labs LtdEquity4.39 Cr0.64%
Poly Medicure LtdEquity4.26 Cr0.62%
Tata Steel LtdEquity4.24 Cr0.62%
Computer Age Management Services Ltd Ordinary SharesEquity4.2 Cr0.61%
HDFC Life Insurance Co LtdEquity4.16 Cr0.61%
REC LtdEquity4.15 Cr0.61%
ICICI Prudential Life Insurance Co LtdEquity3.68 Cr0.54%
Cigniti Technologies LtdEquity3.63 Cr0.53%
ABB India LtdEquity3.56 Cr0.52%
91 DTB 20032025Bond - Gov't/Treasury2.99 Cr0.44%
Aadhar Housing Finance LtdEquity2.94 Cr0.43%
Persistent Systems LtdEquity2.93 Cr0.43%
PB Fintech LtdEquity2.45 Cr0.36%
91 DTB 10042025Bond - Gov't/Treasury1.99 Cr0.29%
182 Days Tbill (Md 01/05/2025)Bond - Gov't/Treasury1.98 Cr0.29%
Bharat Bijlee LtdEquity1.87 Cr0.27%
Cholamandalam Investment and Finance Co LtdEquity1.73 Cr0.25%
Hitachi Energy India Ltd Ordinary SharesEquity1.71 Cr0.25%
Jupiter Life Line Hospitals LtdEquity1.7 Cr0.25%
91 Days Tbill Red 24-04-2025Bond - Gov't/Treasury1.49 Cr0.22%
Sobha LtdEquity1.39 Cr0.20%
InterGlobe Aviation LtdEquity1.36 Cr0.20%
Honasa Consumer LtdEquity1.06 Cr0.15%
364 DTB 13032025Bond - Gov't/Treasury1 Cr0.15%
India (Republic of)Bond - Short-term Government Bills0.99 Cr0.14%
91 DTB 17042025Bond - Gov't/Treasury0.99 Cr0.14%
Divi's Laboratories LtdEquity0.72 Cr0.11%
Eicher Motors LtdEquity0.52 Cr0.08%
IndiGrid Infrastructure Trust Units Series - IVEquity0.5 Cr0.07%
91 DTB 28032025Bond - Gov't/Treasury0.4 Cr0.06%
Dr Reddy's Laboratories LtdEquity0.31 Cr0.05%
Nestle India LtdEquity0.21 Cr0.03%
Oracle Financial Services Software LtdEquity0.2 Cr0.03%

Allocation By Market Cap (Equity)

Large Cap Stocks

76.23%

Mid Cap Stocks

4.60%

Small Cap Stocks

4.67%

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services233.27 Cr34.01%
Consumer Cyclical80.2 Cr11.69%
Technology64.14 Cr9.35%
Industrials42.4 Cr6.18%
Communication Services39.68 Cr5.78%
Healthcare37.4 Cr5.45%
Basic Materials26.95 Cr3.93%
Energy26.91 Cr3.92%
Consumer Defensive20.16 Cr2.94%
Utilities14.51 Cr2.12%
Real Estate1.39 Cr0.20%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

14.04%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.40

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.63

Higher the better

Fund Managers

Piyush Baranwal

Piyush Baranwal

Since December 2022

Ramesh Mantri

Ramesh Mantri

Since December 2022

TA

Trupti Agrawal

Since December 2022

DP

Dheeresh Pathak

Since April 2024

AA

Ashish Agrawal

Since January 2025

Additional Scheme Detailsas of 28th February 2025

ISIN
INF03VN01696
Expense Ratio
0.68%
Exit Load
1.00%
Fund Size
₹698 Cr
Age
2 years 3 months
Lumpsum Minimum
₹500
Fund Status
Open Ended Investment Company
Benchmark
BSE 100 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Large-Cap Funds

Fund nameExpense RatioExit LoadFund size
1Y
DSP Nifty 50 ETF

Very High Risk

0.1%-₹315.32 Cr7.9%
Quant Large Cap Fund Regular Growth

Very High Risk

2.0%1.0%₹2295.60 Cr-1.8%
Quant Large Cap Fund Direct Growth

Very High Risk

0.4%1.0%₹2295.60 Cr-0.3%
Invesco India largecap Fund Regular Growth

Very High Risk

2.1%0.0%₹1229.29 Cr8.3%
UTI S&P BSE Sensex Next 50 Exchange Traded Fund

Very High Risk

0.2%-₹22.30 Cr12.8%
Aditya BSL Nifty Next 50 ETF

Very High Risk

0.2%-₹193.56 Cr6.7%
Aditya Birla Sun Life Nifty 50 ETF

Very High Risk

0.1%-₹2864.25 Cr7.9%
DSP Nifty 50 Equal Weight ETF

Very High Risk

0.2%-₹214.51 Cr6.5%
Edelweiss Large Cap Fund Regular Growth

Very High Risk

2.2%1.0%₹1058.57 Cr7.0%
Kotak Nifty 50 ETF

Very High Risk

0.0%-₹2611.61 Cr7.9%

About the AMC

WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund

Total AUM

₹14,348 Cr

Address

1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City, Mumbai

Other Funds by WhiteOak Capital Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
WhiteOak Capital Large & Mid Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹1493.62 Cr13.2%
WhiteOak Capital Balanced Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹157.08 Cr11.3%
WhiteOak Capital Multi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹1417.88 Cr15.7%
WhiteOak Capital Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹698.13 Cr13.4%
WhiteOak Capital Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹376.27 Cr7.3%
WhiteOak Capital Ultra Short Term Fund Direct Growth

Low to Moderate Risk

0.5%0.0%₹389.54 Cr7.4%
WhiteOak Capital Multi Asset Allocation Fund Direct Growth

Moderately High risk

0.5%1.0%₹1440.71 Cr17.2%
WhiteOak Capital Tax Saver Fund Direct Growth

Very High Risk

0.7%0.0%₹312.12 Cr17.5%
WhiteOak Capital Mid Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹2502.58 Cr16.4%
WhiteOak Capital Flexi Cap Fund Direct Growth

Very High Risk

0.6%1.0%₹4228.79 Cr14.1%
WhiteOak Capital Balanced Advantage Fund Direct Growth

Very High Risk

0.6%1.0%₹1327.52 Cr13.4%

Still got questions?
We're here to help.

The NAV of WhiteOak Capital Large Cap Fund Direct Growth, as of 27-Mar-2025, is ₹14.34.
The fund's allocation of assets is distributed as 88.55% in equities, 1.03% in bonds, and 10.42% in cash and cash equivalents.
The fund managers responsible for WhiteOak Capital Large Cap Fund Direct Growth are:-
  1. Piyush Baranwal
  2. Ramesh Mantri
  3. Trupti Agrawal
  4. Dheeresh Pathak
  5. Ashish Agrawal
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