₹ 13.005
NAV (Oct 15)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.005
NAV (Oct 15)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 29.5% |
6 Month CAGR | 17.9% |
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.
Expense Ratio | 2.06 |
Launched (0y ago) | 2.06 |
AUM in Crores | 1517.3 |
ISIN | INF03VN01837 |
Lock-in | - |
Benchmark | BSE 250 Large MidCap Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
WhiteOak Capital Large & Mid Cap Fund (G) | NaN | NaN | NaN% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
HDFC Bank Ltd.
5.4%ICICI Bank Ltd.
4.2%ICICI Securities Ltd.
3.6%Others
2.9%Zomato Ltd.
2.7%Financial
30.1%Services
9.8%Technology
8.6%Healthcare
7.7%Capital Goods
7.5%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 51,197 cr | ||
₹ 17,770 cr |
WhiteOak Capital Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.9% | 5.2% | ||
- | 0.6% | ||
5.4% | 5% | ||
- | 28% | ||
- | 35.7% |
WhiteOak Capital Large & Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 29.5% over a period of 0 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund managers are Dheeresh Pathak, Naitik Shah, Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Large & Mid Cap Fund (G) as of 10/15/2024 is ₹13.01 with the total AUM as of 10/16/2024 is ₹1517.268509. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Large & Mid Cap Fund (G) was launched on 2023-12-22. The category risk of the fund is null.
The minimum SIP amount for WhiteOak Capital Large & Mid Cap Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital Large & Mid Cap Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 250 Large MidCap Total Return Index.
It is rated as a null fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Large & Mid Cap Fund (G).
What is WhiteOak Capital Large & Mid Cap Fund (G)?
How to invest in WhiteOak Capital Large & Mid Cap Fund (G)?
You can invest in WhiteOak Capital Large & Mid Cap Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Large & Mid Cap Fund (G)?
The minimum sip amount for WhiteOak Capital Large & Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital Large & Mid Cap Fund (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Large & Mid Cap Fund (G)?
The expense ratio of the WhiteOak Capital Large & Mid Cap Fund (G) is 2.06% for regular plan.
What is the NAV of WhiteOak Capital Large & Mid Cap Fund (G)?
Today's WhiteOak Capital Large & Mid Cap Fund (G) NAV is ₹13.01.