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- Whiteoak Capital Large Cap Fund Regular Plan Growth
Whiteoak Capital Large Cap Fund Regular Plan Growth
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 Ratio44.82
- P/B Ratio11.56
- Alpha0.01
- Beta0.91
- Sharpe0.14
- Sortino0.25
Fund Overview
2.39%
0%
No Lock-in
₹ 380.38 Cr
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 %) |
---|---|---|---|---|---|
₹ 10,000 | ₹ 13,892.34 (38.92%) | ₹ -- (--) | ₹ -- (--) | ₹ 10,518.88 (5.19%) | ₹ 11,612.63 (16.13%) |
₹ 30,000 | ₹ 41,677.02 (38.92%) | ₹ -- (--) | ₹ -- (--) | ₹ 31,556.64 (5.19%) | ₹ 34,837.89 (16.13%) |
₹ 50,000 | ₹ 69,461.7 (38.92%) | ₹ -- (--) | ₹ -- (--) | ₹ 52,594.4 (5.19%) | ₹ 58,063.15 (16.13%) |
₹ 80,000 | ₹ 1,11,138.72 (38.92%) | ₹ -- (--) | ₹ -- (--) | ₹ 84,151.04 (5.19%) | ₹ 92,901.04 (16.13%) |
₹ 1,00,000 | ₹ 1,38,923.4 (38.92%) | ₹ -- (--) | ₹ -- (--) | ₹ 1,05,188.8 (5.19%) | ₹ 1,16,126.3 (16.13%) |
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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%
- Bank - Private21.74%
- IT - Software9.36%
- Consumer Food7.30%
- Finance - NBFC5.65%
- Diamond & Jewellery4.78%
- Refineries3.67%
- Miscellaneous3.18%
- Electric Equipment2.67%
- Finance - Investment2.07%
- Bank - Public1.96%
- Finance Term Lending1.79%
- Metal - Non Ferrous1.76%
- Insurance1.66%
- Retailing1.49%
- e-Commerce1.36%
- BPO/ITeS1.27%
- Paints0.59%
- Lubricants0.54%
- Oil Exploration0.51%
- Plastic Products0.46%
- Finance - Housing0.41%
- Cycles0.18%
- Trading0.15%
- Refractories0.15%
- Chemicals0.01%
- Forgings0.01%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Taurus Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 21.15% |
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 20.61% |
Nippon India Large Cap Fund - Growth | EQUITY | Very High | 16.49% |
HSBC Large Cap Fund - Growth | EQUITY | Very High | 15.64% |
Union Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 14.26% |
Kotak Bluechip Fund - IDCW | EQUITY | Very High | 14.12% |
Franklin India Bluechip Fund - Growth | EQUITY | Very High | 13.24% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 13.23% |
Aditya Birla Sun Life Frontline Equity Fund - Growth | EQUITY | Very High | 11.96% |
PGIM India Large Cap Fund - Growth | EQUITY | Very High | 9.43% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 55.03% |
Nippon India Large Cap Fund - Growth | EQUITY | Very High | 36.42% |
HDFC Top 100 Fund - Growth | EQUITY | Very High | 34.18% |
Invesco India Largecap Fund - Growth | EQUITY | Very High | 33.90% |
ITI Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 32.77% |
Tata Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 29.92% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 29.31% |
Groww Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 28.76% |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 27.41% |
Mirae Asset Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 26.86% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
IDBI India Top 100 Equity Fund - Growth | EQUITY | Very High | 22.27% |
Invesco India Largecap Fund - Growth | EQUITY | Very High | 17.30% |
Tata Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 17.21% |
Edelweiss Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.19% |
Mahindra Manulife Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 15.10% |
Union Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 15.04% |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.01% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 13.93% |
Mirae Asset Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 13.81% |
ITI Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 13.40% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
ICICI Prudential Bluechip Fund - Growth | EQUITY | Very High | 18.09% |
Baroda BNP Paribas Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 17.66% |
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth | EQUITY | Very High | 17.09% |
Edelweiss Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 16.31% |
Invesco India Largecap Fund - Growth | EQUITY | Very High | 15.82% |
HSBC Large Cap Fund - Growth | EQUITY | Very High | 15.75% |
Aditya Birla Sun Life Frontline Equity Fund - Growth | EQUITY | Very High | 15.52% |
DSP Top 100 Equity Fund - Regular Plan - Growth | EQUITY | Very High | 14.48% |
Mirae Asset Large Cap Fund - Regular Plan - Growth | EQUITY | Very High | 13.47% |
Groww Largecap Fund - Regular Plan - Growth | EQUITY | Very High | 13.24% |
Fund Managers
Mr. Ramesh MantriFund Manager
Ms. Trupti AgrawalFund Manager
Mr. Piyush BaranwalFund Manager
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WhiteOak Capital Large Cap Fund - Regular Plan - Growth
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