Whiteoak Capital Large Cap Fund Regular Plan Growth

12.37
NAV (Mar 27,2024)

WhiteOak Capital Large Cap Fund - Regular Plan - Growth is a top-tier mutual fund scheme in India. With an expense ratio of 2.39%, it offers excellent value for money. Its price-to-earnings ratio stands at 44.82, indicating the company's strong performance in the market. The price-to-book ratio is 11.56, suggesting that the fund's shares may be undervalued. With an established date of December 1st, 2022, this fund has already amassed an impressive asset under management (AUM) of INR 380.38 crore. The minimum investment required to join this fund is only INR 500.

Whiteoak Capital Large Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Whiteoak Capital Large Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    44.82
  • P/B Ratio
    UM_URBAN_MONEY

    11.56
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    0.91
  • Sharpe
    UM_URBAN_MONEY

    0.14
  • Sortino
    UM_URBAN_MONEY

    0.25

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.39%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

380.38 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

13,892.34 (38.92%)-- (--)-- (--)10,518.88 (5.19%)11,612.63 (16.13%)
41,677.02 (38.92%)-- (--)-- (--)31,556.64 (5.19%)34,837.89 (16.13%)
69,461.7 (38.92%)-- (--)-- (--)52,594.4 (5.19%)58,063.15 (16.13%)
1,11,138.72 (38.92%)-- (--)-- (--)84,151.04 (5.19%)92,901.04 (16.13%)
1,38,923.4 (38.92%)-- (--)-- (--)1,05,188.8 (5.19%)1,16,126.3 (16.13%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • ICICI Bank Limited9.13%
  • HDFC Bank Limited8.82%
  • Nestle India Limited5.47%
  • Titan Company Limited4.78%
  • Clearing Corporation of India Ltd3.73%
  • Reliance Industries Limited3.67%
  • Larsen & Toubro Limited3.30%
  • Days Tbill MD3.19%
  • Tata Consultancy Services Limited2.84%
  • Kotak Mahindra Bank Limited2.53%
  • Infosys Limited2.49%
  • Cholamandalam Investment and Finance Company Ltd2.20%
  • Bharat Electronics Limited2.07%
  • Ambuja Cements Limited1.99%
  • State Bank of India1.96%
  • Varun Beverages Limited1.83%
  • Godrej Consumer Products Limited1.82%
  • Hindalco Industries Limited1.76%
  • Mahindra & Mahindra Limited1.75%
  • ABB India Limited1.74%
  • Maruti Suzuki India Limited1.74%
  • Bajaj Finance Limited1.73%
  • Bajaj Finserv Limited1.50%
  • Trent Limited1.49%
  • Torrent Pharmaceuticals Limited1.48%
  • LTIMindtree Limited1.45%
  • Power Finance Corporation Limited1.41%
  • Zomato Limited1.36%
  • Jio Financial Services Limited1.35%
  • Coforge Limited1.11%
  • Tata Steel Limited1.11%
  • HDFC Life Insurance Company Limited1.04%
  • Bharti Airtel Limited0.94%
  • CG Power and Industrial Solutions Limited0.93%
  • Computer Age Management Services Limited0.89%
  • Axis Bank Limited0.78%
  • NTPC Limited0.73%
  • Global Health Limited0.68%
  • Eicher Motors Limited0.67%
  • KSB Limited0.67%
  • Five Star Business Finance Limited0.63%
  • ICICI Prudential Life Insurance Company Limited0.63%
  • Asian Paints Limited0.59%
  • Mankind Pharma Limited0.58%
  • IIFL Finance Limited0.56%
  • Gandhar Oil Refinery India Limited0.54%
  • Indian Renewable Energy Development Agency Limited0.53%
  • Shriram Finance Limited0.53%
  • Intellect Design Arena Limited0.51%
  • Oil & Natural Gas Corporation Limited0.51%
  • Sonata Software Limited0.48%
  • The Jammu & Kashmir Bank Limited0.47%
  • Brookfield India Real Estate Trust0.46%
  • Astral Limited0.46%
  • Nucleus Software Exports Limited0.44%
  • India Shelter Finance Corporation Limited0.41%
  • The Phoenix Mills Limited0.39%
  • REC Limited0.39%
  • Info Edge India Limited0.38%
  • Power Grid Corporation of India Limited0.37%
  • Jupiter Life Line Hospitals Limited0.34%
  • Cipla Limited0.29%
  • Tube Investments of India Limited0.18%
  • Honasa Consumer Limited0.15%
  • RHI Magnesita India Limited0.15%
  • Persistent Systems Limited0.03%
  • Muthoot Finance Limited0.02%
  • Navin Fluorine International Limited0.01%
  • Happy Forgings Limited0.01%
  • Net Receivables Payables-1.17%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Taurus Large Cap Fund - Regular Plan - GrowthTaurus Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.15%

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.61%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

16.49%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

15.64%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

14.26%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

14.12%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.24%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.23%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

11.96%

PGIM India Large Cap Fund - GrowthPGIM India Large Cap Fund - Growth

EQUITY

Very High

9.43%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Large Cap Fund - Regular Plan - GrowthQuant Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

55.03%

Nippon India Large Cap Fund - GrowthNippon India Large Cap Fund - Growth

EQUITY

Very High

36.42%

HDFC Top 100 Fund - GrowthHDFC Top 100 Fund - Growth

EQUITY

Very High

34.18%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

33.90%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

32.77%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

29.92%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

29.31%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

28.76%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.41%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.86%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

IDBI India Top 100 Equity Fund - GrowthIDBI India Top 100 Equity Fund - Growth

EQUITY

Very High

22.27%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

17.30%

Tata Large Cap Fund - Regular Plan - GrowthTata Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.21%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.19%

Mahindra Manulife Large Cap Fund - Regular Plan - GrowthMahindra Manulife Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.10%

Union Largecap Fund - Regular Plan - GrowthUnion Largecap Fund - Regular Plan - Growth

EQUITY

Very High

15.04%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.01%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

13.93%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.81%

ITI Large Cap Fund - Regular Plan - GrowthITI Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.40%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Bluechip Fund - GrowthICICI Prudential Bluechip Fund - Growth

EQUITY

Very High

18.09%

Baroda BNP Paribas Large Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.66%

Canara Robeco Bluechip Equity Fund - Regular Plan - GrowthCanara Robeco Bluechip Equity Fund - Regular Plan - Growth

EQUITY

Very High

17.09%

Edelweiss Large Cap Fund - Regular Plan - GrowthEdelweiss Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

16.31%

Invesco India Largecap Fund - GrowthInvesco India Largecap Fund - Growth

EQUITY

Very High

15.82%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

15.75%

Aditya Birla Sun Life Frontline Equity Fund - GrowthAditya Birla Sun Life Frontline Equity Fund - Growth

EQUITY

Very High

15.52%

DSP Top 100 Equity Fund - Regular Plan - GrowthDSP Top 100 Equity Fund - Regular Plan - Growth

EQUITY

Very High

14.48%

Mirae Asset Large Cap Fund - Regular Plan - GrowthMirae Asset Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

13.47%

Groww Largecap Fund - Regular Plan - GrowthGroww Largecap Fund - Regular Plan - Growth

EQUITY

Very High

13.24%

Fund Managers

RM

Mr. Ramesh MantriFund Manager

TA

Ms. Trupti AgrawalFund Manager

PB

Mr. Piyush BaranwalFund Manager

Get your latest Credit Score, FREE

Compare with similar Funds

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Mutual Funds Calculator

Mutual Funds Guide

Get in-depth knowledge about all things related to Mutual Funds and your finances

Mar 12, 2024

International Mutual Funds

\International mutual funds are hidden gems in investment. These ideally allow you to invest in different countries, empowering you to diversify the portfolio across various economies, currencies, and sectors. Internatio

Feb 29, 2024

​​10 Best SIP Plans for Rs. 1000

The need for disciplined and strategic investment is becoming increasingly apparent as the financial industry develops and changes. Investing in your future has never been easier or more accessible than with the 10 best

Feb 29, 2024

How to Invest in SIP

Mutual funds are the new piggy banks. Everyone looking to multiply their wealth via mutual funds ponders over one perennial question – how to invest in a SIP? While it might sound very complex and tedious, it actua

Feb 29, 2024

Best Investment Plan for 1 Year

 For those seeking relatively quick returns or managing financial goals within a limited timeframe, mutual funds could make a substantial difference. Mutual funds, essentially pools of money managed by professionals, pro

Feb 29, 2024

How to stop a Mutual Fund SIP?

Investing in mutual funds through a Systematic Investment Plan (SIP) is a widely embraced strategy for those looking to gradually build wealth with disciplined and consistent contributions. However, life’s uncertai

Feb 29, 2024

Withdrawing from Mutual Funds

When it comes to managing your investments, mutual funds are a popular choice for those looking to expand their portfolio and earn steady returns. However, there may come a time when you need to withdraw money from your

Feb 29, 2024

Flexi Cap Fund

Are you tired of the same old mutual funds that limit your investment options and returns? Do you want to explore the full potential of the stock market and invest in the best companies across all sizes and sectors? If y

Feb 29, 2024

STCG Tax on Mutual Fund

As an investor in mutual funds, you may be aware of the various benefits they offer, such as diversification, professional management, and liquidity. But do you also know about the tax implications of your mutual fund in

Feb 29, 2024

Conservative Hybrid Funds

A conservative hybrid fund is known as a low-risk investment option. The name gives you a fair idea of a conservative hybrid fund’s associated risk, offering a unique combination of safety, stability, and potential

Feb 29, 2024

Fund of Funds (FOFs)

Are you looking for a way to diversify your investments and access a variety of funds with different strategies and asset classes? If yes, then you might want to consider Fund of Funds (FOFs) as an option. FOFs are mutua

Feb 28, 2024

Expense Ratios: Calculations, Components, and Investment Impact

The expense ratio is one of the most critical yet often overlooked aspects of investing in mutual funds and ETFs. Whether you’re a seasoned investor or just starting to dip your toes into finance, understanding thi

Feb 28, 2024

Total Expense Ratio (TER)

The Total Expense Ratio (TER) is a significant indicator of the expenses associated with overseeing and running an investment fund, like a mutual fund or Exchange-Traded Fund (ETF). Calculated as a percentage of the fund

Feb 14, 2024

Indexation in Mutual Funds

‘Indexation’ is a pivotal term for investors during decision-making. It is also considered vital to reduce tax liabilities associated with investments, especially in debt mutual funds. Although calculating In

Feb 13, 2024

Yield to Maturity

Yield to Maturity (YTM) stands out as a pivotal concept among investors. It’s a term that often bounces around in financial discussions, yet its understanding remains elusive to many. Whether you’re a novice

Feb 07, 2024

What is Arbitrage Fund

Arbitrage funds are a type of investment strategy. I.e., the funds generate income by simultaneously buying and selling securities in various markets for different prices. As exploiting the price differences between the

Urban Money