Whiteoak Capital Large Cap Fund Regular Plan Growth

Risk: Very High
₹ 14.00
NAV (Jul 25,2024)

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

    47.42
  • P/B Ratio
    UM_URBAN_MONEY

    12.84
  • Alpha
    UM_URBAN_MONEY

    0.01
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.13
  • Sortino
    UM_URBAN_MONEY

    0.19

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.36%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 553.92 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 Jul 27, 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 %)

₹ 10,000₹ 11,051.3 (10.51%)₹ 11,931.42 (19.31%)₹ 13,482.36 (34.82%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 33,153.9 (10.51%)₹ 35,794.26 (19.31%)₹ 40,447.08 (34.82%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 55,256.5 (10.51%)₹ 59,657.1 (19.31%)₹ 67,411.8 (34.82%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 88,410.4 (10.51%)₹ 95,451.36 (19.31%)₹ 1,07,858.88 (34.82%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,10,513 (10.51%)₹ 1,19,314.2 (19.31%)₹ 1,34,823.6 (34.82%)₹ -- (--)₹ -- (--)

Calculate Your Mutual Fund Returns

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

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Limited8.37%
  • ICICI Bank Limited8.34%
  • Reliance Industries Limited3.87%
  • Tata Consultancy Services Limited3.50%
  • Nestle India Limited3.16%
  • Zomato Limited3.10%
  • Mahindra & Mahindra Limited3.09%
  • Titan Company Limited2.82%
  • State Bank of India2.54%
  • Trent Limited2.46%
  • Larsen & Toubro Limited2.45%
  • ICICI Securities Limited2.10%
  • Bharat Electronics Limited2.03%
  • Kotak Mahindra Bank Limited2.03%
  • Ambuja Cements Limited2.01%
  • Godrej Consumer Products Limited1.97%
  • Days Tbill MD1.97%
  • Power Finance Corporation Limited1.96%
  • InterGlobe Aviation Limited1.92%
  • ABB India Limited1.88%
  • Bharti Airtel Limited1.85%
  • Varun Beverages Limited1.65%
  • Cholamandalam Investment and Finance Company Ltd1.54%
  • Maruti Suzuki India Limited1.53%
  • Tata Steel Limited1.52%
  • Infosys Limited1.46%
  • Cipla Limited1.42%
  • Pidilite Industries Limited1.40%
  • Torrent Pharmaceuticals Limited1.28%
  • Net Receivables Payables1.24%
  • Bajaj Finance Limited1.21%
  • Shriram Finance Limited1.10%
  • Clearing Corporation of India Ltd1.05%
  • Mankind Pharma Limited1.04%
  • Axis Bank Limited1.04%
  • Persistent Systems Limited1.01%
  • Power Grid Corporation of India Limited0.93%
  • CG Power and Industrial Solutions Limited0.83%
  • Hindalco Industries Limited0.82%
  • ICICI Prudential Life Insurance Company Limited0.78%
  • Bajaj Finserv Limited0.78%
  • Oil & Natural Gas Corporation Limited0.75%
  • Max Financial Services Limited0.69%
  • Computer Age Management Services Limited0.69%
  • Bharat Bijlee Limited0.68%
  • Jyothy Labs Limited0.64%
  • Intellect Design Arena Limited0.63%
  • Oil India Limited0.56%
  • Aadhar Housing Finance Limited0.53%
  • NTPC Limited0.50%
  • Medi Assist Healthcare Services Limited0.49%
  • HDFC Life Insurance Company Limited0.46%
  • Nexus Select Trust REIT0.46%
  • Info Edge India Limited0.44%
  • Eicher Motors Limited0.43%
  • Honasa Consumer Limited0.42%
  • Nippon Life India Asset Management Limited0.40%
  • Bharti Hexacom Limited0.39%
  • Sun Pharmaceutical Industries Limited0.37%
  • Oracle Financial Services Software Limited0.37%
  • Brookfield India Real Estate Trust0.36%
  • Nucleus Software Exports Limited0.36%
  • Jindal Steel & Power Limited0.35%
  • Five Star Business Finance Limited0.34%
  • KSB Limited0.29%
  • Jupiter Life Line Hospitals Limited0.28%
  • Vodafone Idea Limited0.26%
  • Sonata Software Limited0.26%
  • REC Limited0.26%
  • Sobha Limited0.19%
  • Sobha Limited Rights0.08%
  • Muthoot Finance Limited0.02%
  • Coforge Limited0.02%
  • Astral Limited0.00%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

Bank of India Bluechip Fund - Regular Plan - GrowthBank of India Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

23.88%

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

EQUITY

Very High

22.11%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

17.51%

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

EQUITY

Very High

16.49%

Sundaram Large Cap Fund - Regular Plan - GrowthSundaram Large Cap Fund - Regular Plan - Growth

EQUITY

Very High

15.16%

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

EQUITY

Very High

14.44%

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

EQUITY

Very High

14.29%

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

EQUITY

Very High

13.43%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

13.24%

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

EQUITY

Very High

12.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

45.66%

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%

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

EQUITY

Very High

33.52%

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

EQUITY

Very High

33.14%

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

EQUITY

Very High

32.77%

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

EQUITY

Very High

29.31%

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

EQUITY

Very High

27.41%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

25.45%

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

EQUITY

Very High

25.27%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

23.00%

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%

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%

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

EQUITY

Very High

14.45%

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%

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

EQUITY

Very High

13.40%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

11.50%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

20.17%

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

EQUITY

Very High

17.64%

HSBC Large Cap Fund - GrowthHSBC Large Cap Fund - Growth

EQUITY

Very High

17.41%

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

EQUITY

Very High

17.32%

Kotak Bluechip Fund - IDCWKotak Bluechip Fund - IDCW

EQUITY

Very High

16.58%

SBI Blue Chip Fund - Regular Plan - GrowthSBI Blue Chip Fund - Regular Plan - Growth

EQUITY

Very High

15.89%

Axis Bluechip Fund - Regular Plan - GrowthAxis Bluechip Fund - Regular Plan - Growth

EQUITY

Very High

15.43%

Franklin India Bluechip Fund - GrowthFranklin India Bluechip Fund - Growth

EQUITY

Very High

14.12%

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

EQUITY

Very High

13.78%

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

EQUITY

Very High

12.57%

Show all Funds

Fund Managers

RM

Mr. Ramesh MantriFund Manager

TA

Ms. Trupti AgrawalFund Manager

PB

Mr. Piyush BaranwalFund Manager

DP

Mr. Dheeresh PathakAssistant Fund Manager

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Compare with similar Funds

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Canara Robeco Bluechip Equity Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Edelweiss Large Cap Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Sundaram Large Cap Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Bank of India Bluechip Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

UTI Large Cap Fund - Regular Plan - IDCW

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

ICICI Prudential Bluechip Fund - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

JM Large Cap Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Taurus Large Cap Fund - Regular Plan - Growth

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

Kotak Bluechip Fund - IDCW

WhiteOak Capital Large Cap Fund - Regular Plan - Growth

vs

PGIM India Large Cap Fund - Growth

FAQ's

What is the risk level associated with the WhiteOak Capital Large Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Large Cap Fund - Regular Plan - Growth is classified as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the WhiteOak Capital Large Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the WhiteOak Capital Large Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 14.00.

What are the returns generated by the WhiteOak Capital Large Cap Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The WhiteOak Capital Large Cap Fund - Regular Plan - Growth has returned 34.53%, $3yearret, and $5yearret over the past 1 year, 3 years, and 5 years respectively.

What is the expense ratio associated with the WhiteOak Capital Large Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Large Cap Fund - Regular Plan - Growth has an expense ratio of 2.38%.

What is the minimum investment amount required for the WhiteOak Capital Large Cap Fund - Regular Plan - Growth?

The WhiteOak Capital Large Cap Fund - Regular Plan - Growth has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the WhiteOak Capital Large Cap Fund - Regular Plan - Growth?

Yes, the WhiteOak Capital Large Cap Fund - Regular Plan - Growth offers SIP starting from INR 500 per month.

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