WhiteOak Capital Large Cap Fund - Direct - Growth
Equity Scheme by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
15.07%
Expense Ratio
0.95%
as of 01/07/2026
AUM
₹130.96 Cr
Qtr End: Jun 26
NAV
₹15.894
as of 17/07/2026
3Y Returns (CAGR)
15.07%
Expense Ratio
0.95%
as of 01/07/2026
AUM
₹130.96 Cr
Qtr End: Jun 26
NAV
₹15.894
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.85% | 11.91% | 11.46% |
| 6M | -1.40% | -2.77% | 16.12% |
| 1Y | 1.17% | 1.17% | 12.75% |
| 3Y | 52.37% | 15.07% | 13.43% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/11/2022
- Fund Age
- 3.7 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
Similar Funds
Top funds in the same category and sub-category.
Motilal Oswal Large Cap Fund - Direct - Growth
3Y CAGR-
TER0.96%
AUM₹1,166.74 Cr
BANK OF INDIA LARGE CAP FUND - Direct - Growth
3Y CAGR14.47%
TER1.30%
AUM₹24.18 Cr
WhiteOak Capital Large Cap Fund - Direct - Growth
3Y CAGR15.07%
TER0.95%
AUM₹130.96 Cr
BANDHAN LARGE CAP FUND - Direct - Growth
3Y CAGR14.24%
TER1.12%
AUM₹313.98 Cr
Nippon India Large Cap Fund - Direct - Growth
3Y CAGR13.54%
TER0.82%
AUM₹16,618.75 Cr
Invesco India Largecap Fund - Direct - Growth
3Y CAGR15.35%
TER0.90%
AUM₹281.83 Cr
Groww Large Cap Fund - Direct - Growth
3Y CAGR12.32%
TER1.26%
AUM₹34.35 Cr