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WhiteOak Capital Mutual Fund · Equity: Large Cap
WhiteOak Capital Large Cap Fund Regular Plan Growth
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · BSE 100 TRITER · 2.49%Inception · 01-12-2022
NAV
₹14.04
-0.48% · as of 12-10-2026
Since inception
9.36%
CAGR
Benchmark (inception)
15.76%
CAGR
Fund size
₹1,208 Cr
AUM
Expense ratio
2.49%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +9.36% CAGR vs benchmark +15.76%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-9.99%
ICICI BANK LIMITED EQ NEW FV RS. 2/-9.96%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.16%
Nestle India Ltd4.05%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.53.39%
RELIANCE INDUSTRIES LIMITED EQ3.26%
Kotak Mahindra Bank Limited3.20%
ZOMATO LIMITED EQ3.00%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.86%
MARUTI SUZUKI INDIA LIMITED EQ2.56%
Sector allocation
Financial Services35.77%
Automobile and Auto Components6.25%
Capital Goods6.04%
Fast Moving Consumer Goods5.37%
Telecommunication5.16%
Consumer Services4.85%
Oil, Gas & Consumable Fuels4.30%
Healthcare3.45%
Consumer Durables3.39%
Chemicals2.98%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 9.4% p.a.₹10,000
10 years
Projected value
₹19,90,430
Invested: ₹12,00,000
Gained: ₹7,90,430
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Ramesh Mantri, Mr. Piyush Baranwal, Ms. Trupti Agarwal, Mr. Dheeresh Pathak, Mr. Ashish Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
150799
ISIN (Growth)
INF03VN01662
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Large Cap funds
Taurus Large Cap Reg Gr
₹166.85
1Y
+5.8%
3Y
+12.7%
5Y
+9.2%
Quant Large Cap Fund Gr Reg Plan
₹15.19
1Y
+1.4%
3Y
+10.8%
5Y
+0.0%
JioBlackRock Large Cap Fund Reg Gr
₹9.29
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Parag Parikh Large Cap Fund Reg Plan Gr
₹9.07
1Y
+0.0%
3Y
+0.0%
5Y
+0.0%
Bank Of India Large Cap Fund Reg Plan Gr
₹15.99
1Y
-0.7%
3Y
+9.6%
5Y
+6.4%
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