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WhiteOak Capital Large Cap Fund Regular Plan Growth

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Category: Equity: Large Cap
Launch Date: 01-12-2022
Asset Class:
Benchmark: S&P BSE 100 TRI
Expense Ratio: 2.37% As on (31-07-2023)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 344.63 Cr As on (31-08-2023)
Turn over:
NAV as on 27-09-2023

10.584

0.01 (0.0472%)

CAGR Since Inception

6.51%

S&P BSE 100 TRI 11.01%

PERFORMANCE of WhiteOak Capital Large Cap Fund Regular Plan Growth

Scheme Performance (%) Data as on - 27-09-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
WhiteOak Capital Large Cap Fund Regular Plan Growth - - - - 6.51
S&P BSE 100 TRI 17.19 23.44 14.0 14.79 11.01
Equity: Large Cap 17.2 21.45 12.68 14.2 13.3

Yearly Performance (%)

Nav Movement

Fund Managers

Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Shariq Merchant

Investment Objective

The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.

RETURNS CALCULATOR for WhiteOak Capital Large Cap Fund Regular Plan Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of WhiteOak Capital Large Cap Fund Regular Plan Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
WhiteOak Capital Large Cap Fund Regular Plan Growth
Equity: Large Cap - - - - - -

PEER COMPARISION of WhiteOak Capital Large Cap Fund Regular Plan Growth

Compare SIP Compare Lumpsum
Period
Data as on - 27-09-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
WhiteOak Capital Large Cap Fund Regular Plan Growth 01-12-2022 0.0 0.0 0.0 0.0 0.0
Nippon India Large Cap Fund- Growth Plan -Growth Option 08-08-2007 26.0 14.09 30.78 14.94 17.4
HDFC Top 100 Fund - Growth Option - Regular Plan 01-10-1996 24.38 12.18 27.65 13.49 15.46
ICICI Prudential Bluechip Fund - Growth 05-05-2008 21.26 9.72 25.14 13.87 15.49
JM Large Cap Fund (Regular) - Growth Option 01-04-1995 20.81 8.86 19.22 12.33 13.2
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 20.59 7.07 21.76 13.38 14.76
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 20.58 7.06 21.77 13.37 14.76
Edelweiss Large Cap Fund - Regular Plan - Growth Option 20-05-2009 20.55 7.01 21.72 13.36 14.75
SBI Blue Chip Fund-Regular Plan Growth 01-02-2006 19.1 7.21 23.94 14.19 16.04
DSP Top 100 Equity Fund - Regular Plan - Growth 05-03-2003 19.02 5.26 19.84 11.57 12.56

PORTFOLIO ANALYSIS of WhiteOak Capital Large Cap Fund Regular Plan Growth

Asset Allocation (%)