SEBI Reg. Investment Advisor

Download App

MoneyWorks4Me

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(%) 0.93 N/A N/A N/A
Average Rolling Returns(%) 9.13 N/A N/A N/A

The Current NAV of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is ₹12.94.

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 are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth fund’s expense ratio is 2.02%

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 ₹1,938 Crores.

The Top three stocks are ICICI Bank, HDFC Bank and Max Financial and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 17% and 27% 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 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 & 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 37.12 and PB ratio is 7.86

The asset allocation of WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth is Stocks : 83.71%, Debt : 12.41% and Gold : 3.91%

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 1% on or before 1 months, Nil after 1 months

About MoneyWorks4Me

MoneyWorks4Me is a SEBI-registered Investment Adviser (IA) dedicated to helping investors build long-term wealth through transparent, research-driven, conflict-free guidance. Founded in 2008, we started our journey as a Research Analyst (RA), providing deep fundamental analysis, intrinsic value insights, and long-term investing frameworks for Indian equities. In 2017, we transitioned to a full-fledged SEBI-registered Investment Adviser, strengthening our commitment to acting as a fiduciary—always putting the investor’s interest first.

Our Vision

To become India’s most trusted, research-powered fiduciary advisory platform—where every investor, regardless of experience, can make calm, confident, and well-reasoned investment decisions.

What Makes MoneyWorks4Me Different

Our Approach: Ensuring compounding work its magic on client portfolio.

MoneyWorks4Me ensures this through:

×