Whiteoak Capital Large & Mid Cap Fund

AMC: WHITEOAKCAPITAL Moderate Risk Equity Large & Mid Cap

📊 Quick Summary Of This Page

Whiteoak Capital Large & Mid Cap Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.71%
Expense Ratio
Mr. Ramesh Mantri
Fund Manager
Growth
Plan Type
01 Dec 2023
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Whiteoak Capital Large & Mid Cap Fund does not yet have a 5-year performance history.

The average return for Large & Mid Cap funds is 76.78% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 12.84% -1.86%
2 Year Return N/A 11.61%
3 Year Return N/A 32.10%
4 Year Return N/A 57.26%
5 Year Return N/A 76.78%
6 Year Return N/A 125.17%
7 Year Return N/A 141.57%
Expense Ratio 1.71% -
NAV History
Fund Information

AMC: WHITEOAKCAPITAL

Category: Equity • Large & Mid Cap

Launch Date: 01 Dec 2023

Fund Manager: Mr. Ramesh Mantri

Minimum Purchase: ₹500

Exit Load:

Lock-in: 0

Risk: Moderate Risk

About This Fund

Whiteoak Capital Large & Mid Cap Fund 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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Frequently Asked Questions

Whiteoak Capital Large & Mid Cap Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Whiteoak Capital Large & Mid Cap Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Whiteoak Capital Large & Mid Cap Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Whiteoak Capital Large & Mid Cap Fund, based on the latest portfolio data.

Whiteoak Capital Large & Mid Cap Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Whiteoak Capital Large & Mid Cap Fund is , which represents the annual cost charged for managing the fund.

Whiteoak Capital Large & Mid Cap Fund manages assets worth approximately , representing the total investor capital under management.

Whiteoak Capital Large & Mid Cap Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Whiteoak Capital Large & Mid Cap Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Whiteoak Capital Large & Mid Cap Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Whiteoak Capital Large & Mid Cap Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Whiteoak Capital Large & Mid Cap Fund and making investment decisions.

Yes, Whiteoak Capital Large & Mid Cap Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Whiteoak Capital Large & Mid Cap Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Whiteoak Capital Large & Mid Cap Fund to estimate returns and wealth creation over different time periods.