WhiteOak Capital Large Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 37.44 | N/A | N/A | N/A |
Average Rolling Returns(%) | 31.17 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Large Cap Fund - Regular Plan - Growth is ₹12.69.
It is better to invest in a fund with a longer track record as WhiteOak Capital Large Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 100 - TRI returns, as Funds portfolio is significantly different.
WhiteOak Capital Large Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.39%
The process for redemption is
The AUM of WhiteOak Capital Large Cap Fund - Regular Plan - Growth is currently ₹441 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Reliance Industries and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 42% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Large Cap Fund - Regular Plan - Growth fund are BFSI, IT and FMCG accounting for 50% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Large Cap Fund - Regular Plan - Growth Fund is Equity - Large Cap Fund.
Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital Large Cap Fund - Regular Plan - Growth Fund.
WhiteOak Capital Large Cap Fund - Regular Plan - Growth current PE ratio is 49.11 and PB ratio is 12.01
The asset allocation of WhiteOak Capital Large Cap Fund - Regular Plan - Growth is Stocks : 94.72%, Debt : 4.32% and Gold : 0.96%
The minimum SIP amount for WhiteOak Capital Large Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Large Cap Fund - Regular Plan - Growth is 1% on or before 1 months, Nil after 1 months