Whiteoak Capital Large & Mid Cap Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Large & Mid Cap funds is 76.78% .
The largest portfolio holding is ICICI Bank LTD with a portfolio weight of 6.96% .
The fund currently owns more than 129 stocks.
The top 10 holdings account for 31.74% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 19.11% | -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 | 0.46% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Financials |
6.96%
|
|
| 2 |
4.61%
|
||
| 3 | Finance - Banks - Private Sector |
3.66%
|
|
| 4 | Food Processing & Packaging |
3.42%
|
|
| 5 | Communication Services |
2.52%
|
|
| 6 | Consumer Discretionary |
2.18%
|
|
| 7 | Financials |
2.17%
|
|
| 8 | Financials |
2.11%
|
|
| 9 | E-Commerce/E-Retail |
2.08%
|
|
| 10 | Financials |
2.03%
|
|
| 11 | Energy |
1.78%
|
|
| 12 | Telecom Services |
1.72%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Large & Mid Cap
Launch Date: 01 Dec 2023
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
Whiteoak Capital Large & Mid 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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