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% .
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.
| 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% | - |
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
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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