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WOC Large & Mid Cap Fund-Reg(G)

FAQ : WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth

WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 1.39 N/A N/A N/A
Average Rolling Returns(%) 8.50 N/A N/A N/A

The Current NAV of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is ₹13.09.

It is better to invest in a fund with a longer track record as WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns likely to be fairly different than its benchmark NIFTY 500 , as Funds portfolio is somewhat different.

WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 1.72%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is currently ₹2,376 Crores.

The Top three stocks are ICICI Bank, Nestle India and Bharti Airtel and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 28% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth fund are BFSI, Healthcare and Others accounting for 53% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Large & Mid 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 & Mid Cap Fund - Regular Plan - Growth Fund is Equity - Large & Mid Cap Fund.

Ramesh Mantri and Trupti Agrawal manage the WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth Fund.

WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth current PE ratio is 43.19 and PB ratio is 8.39

The asset allocation of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 85.90%, Debt : 10.17% and Gold : 3.95%

The minimum SIP amount for WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is NIL