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- Whiteoak Capital Large N Mid Cap Fund Regular Plan Growth
Whiteoak Capital Large N Mid Cap Fund Regular Plan Growth
NAV (Apr 26,2024)
WhiteOak Capital Large & Mid Cap Fund is a regular plan offering growth for investors. The fund has an expense ratio of 2.19 and a minimum investment requirement of ₹500. The fund focuses on large and mid-cap companies, aiming to provide capital growth to investors. With a PE ratio of 48.10 and PB ratio of 11.38, the fund aims to achieve long-term wealth creation. As per the scheme's established date in December 2023, it is a relatively new fund in the market with an AUM of ₹878.83 crore.
Whiteoak Capital Large N Mid Cap Fund Regular Plan Growth Latest Trend
- 1M
- 2M
- 3M
Whiteoak Capital Large N Mid Cap Fund Regular Plan Growth Latest Trend
Risk Ratios
- P/E Ratio52.74
- P/B Ratio11.81
- Alpha0.02
- Beta0.94
- Sharpe0.12
- Sortino0.19
Fund Overview
2.13%
0%
No Lock-in
₹ 1058.05 Cr
SIP ₹500.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Apr 29, 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 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 10,825.53 (8.26%) | ₹ -- (--) |
₹ 30,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 32,476.59 (8.26%) | ₹ -- (--) |
₹ 50,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 54,127.65 (8.26%) | ₹ -- (--) |
₹ 80,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 86,604.24 (8.26%) | ₹ -- (--) |
₹ 1,00,000 | ₹ -- (--) | ₹ -- (--) | ₹ -- (--) | ₹ 1,08,255.3 (8.26%) | ₹ -- (--) |
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Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- ICICI Bank Limited6.10%
- Clearing Corporation of India Ltd4.66%
- HDFC Bank Limited3.66%
- Reliance Industries Limited3.42%
- Nestle India Limited2.87%
- Days Tbill MD2.52%
- ABB India Limited2.48%
- Titan Company Limited2.27%
- Zomato Limited2.20%
- Larsen & Toubro Limited2.13%
- CG Power and Industrial Solutions Limited2.11%
- Bharat Electronics Limited1.88%
- The Indian Hotels Company Limited1.77%
- Power Finance Corporation Limited1.55%
- Trent Limited1.51%
- Bajaj Finance Limited1.48%
- Coforge Limited1.46%
- Ambuja Cements Limited1.43%
- Max Healthcare Institute Limited1.34%
- Shriram Finance Limited1.31%
- Maruti Suzuki India Limited1.28%
- Tata Consultancy Services Limited1.27%
- The Phoenix Mills Limited1.24%
- Godrej Consumer Products Limited1.20%
- Infosys Limited1.19%
- KPIT Technologies Limited1.03%
- Astral Limited1.02%
- Mahindra & Mahindra Limited1.02%
- The Federal Bank Limited0.98%
- Tata Steel Limited0.98%
- Cipla Limited0.98%
- Torrent Pharmaceuticals Limited0.97%
- Kotak Mahindra Bank Limited0.97%
- Bharti Airtel Limited0.96%
- Info Edge India Limited0.92%
- AIA Engineering Limited0.92%
- REC Limited0.85%
- Max Financial Services Limited0.82%
- Varun Beverages Limited0.80%
- Ajanta Pharma Limited0.80%
- Container Corporation of India Limited0.79%
- Mankind Pharma Limited0.79%
- Dixon Technologies India Limited0.78%
- InterGlobe Aviation Limited0.77%
- Bajaj Finserv Limited0.77%
- Cholamandalam Investment and Finance Company Ltd0.75%
- Oil India Limited0.73%
- Abbott India Limited0.71%
- Balkrishna Industries Limited0.70%
- Procter & Gamble Hygiene and Health Care Limited0.70%
- Jindal Stainless Limited0.69%
- CreditAccess Grameen Limited0.68%
- Hindustan Aeronautics Limited0.67%
- Intellect Design Arena Limited0.62%
- HDFC Life Insurance Company Limited0.62%
- One WAM Limited0.61%
- Embassy Office Parks REIT0.61%
- Hindustan Petroleum Corporation Limited0.60%
- Syngene International Limited0.60%
- Alkem Laboratories Limited0.59%
- Indian Bank0.59%
- Medi Assist Healthcare Services Limited0.58%
- Pidilite Industries Limited0.58%
- Petronet LNG Limited0.57%
- Sobha Limited0.57%
- Metro Brands Limited0.56%
- Global Health Limited0.55%
- Oracle Financial Services Software Limited0.55%
- Colgate Palmolive India Limited0.54%
- Bayer Cropscience Limited0.53%
- Nippon Life India Asset Management Limited0.52%
- ICICI Prudential Life Insurance Company Limited0.51%
- Bank of India0.49%
- ICICI Securities Limited0.48%
- Endurance Technologies Limited0.47%
- PI Industries Limited0.46%
- KEI Industries Limited0.46%
- Narayana Hrudayalaya Limited0.45%
- Dalmia Bharat Limited0.44%
- Grindwell Norton Limited0.44%
- ACC Limited0.44%
- NTPC Limited0.43%
- Poly Medicure Limited0.43%
- Computer Age Management Services Limited0.42%
- Hindalco Industries Limited0.42%
- Nucleus Software Exports Limited0.42%
- L&T Technology Services Limited0.42%
- Innova Captab Limited0.42%
- Coromandel International Limited0.41%
- CMS Info System Limited0.41%
- JB Chemicals & Pharmaceuticals Limited0.40%
- KSB Limited0.40%
- Century Textiles & Industries Limited0.38%
- Sonata Software Limited0.38%
- Page Industries Limited0.36%
- Muthoot Finance Limited0.31%
- Zydus Lifesciences Limited0.26%
- Arman Financial Services Limited0.25%
- Brookfield India Real Estate Trust0.24%
- Net Receivables Payables0.16%
- Capital Small Finance Bank Limited0.06%
- HDFC Asset Management Company Limited0.03%
- Gujarat Gas Limited0.01%
- IPCA Laboratories Limited0.01%
- Bank - Private11.77%
- IT - Software7.34%
- Miscellaneous4.82%
- Finance - NBFC4.78%
- Electric Equipment4.59%
- Refineries4.03%
- Consumer Food3.67%
- Finance Term Lending2.41%
- Diamond & Jewellery2.27%
- e-Commerce2.20%
- Retailing2.07%
- Finance - Others1.43%
- BPO/ITeS1.33%
- Business Support1.18%
- Insurance1.12%
- Bank - Public1.08%
- Plastic Products1.02%
- Castings/Forgings0.92%
- Logistics0.79%
- Airlines0.77%
- Finance - Investment0.77%
- Oil Exploration0.73%
- Tyres & Allied0.70%
- Defence0.67%
- Chemicals0.58%
- Auto Ancillary0.47%
- Cable0.46%
- Abrasives0.44%
- Depository Services0.42%
- Metal - Non Ferrous0.42%
- Fertilizers0.41%
- Compressors / Pumps0.40%
- Diversified0.38%
- Textile0.36%
Holdings Analysis
Fund Managers
Mr. Ramesh MantriFund Manager
Ms. Trupti AgrawalFund Manager
Mr. Piyush BaranwalFund Manager
Mr. Dheeresh PathakAssistant Fund Manager
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WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
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WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
WhiteOak Capital Large & Mid Cap Fund - Regular Plan - Growth
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