WhiteOak Capital Large Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large Cap funds is 51.31% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 9.70% .
The fund currently owns more than 77 stocks.
The top 10 holdings account for 48.72% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.14% | -4.34% |
| 2 Year Return | 43.43% | 7.94% |
| 3 Year Return | N/A | 24.99% |
| 4 Year Return | N/A | 42.81% |
| 5 Year Return | N/A | 51.31% |
| 6 Year Return | N/A | 83.45% |
| 7 Year Return | N/A | 107.98% |
| Expense Ratio | 0.53% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
9.70%
|
|
| 2 | Finance - Banks - Private Sector |
7.62%
|
|
| 3 |
5.42%
|
||
| 4 | Communication Services |
5.38%
|
|
| 5 | Food Processing & Packaging |
4.58%
|
|
| 6 | Consumer Discretionary |
3.61%
|
|
| 7 | Financials |
3.17%
|
|
| 8 | Energy |
3.17%
|
|
| 9 | Finance - Banks - Private Sector |
3.06%
|
|
| 10 | E-Commerce/E-Retail |
3.01%
|
|
| 11 | Consumer Discretionary |
2.70%
|
|
| 12 | Consumer Discretionary |
2.48%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Large Cap
Launch Date: 10 Nov 2022
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Large Cap Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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