WhiteOak Capital Large Cap Fund - Direct - Growth
Equity Schemes by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
13.28%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹149.75 Cr
Qtr End: Sept 26
NAV
₹15.29
as of 16/10/2026
3Y Returns (CAGR)
13.28%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹149.75 Cr
Qtr End: Sept 26
NAV
₹15.29
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -3.69% | -13.95% | 10.41% |
| 6M | -1.05% | -2.10% | 10.93% |
| 1Y | -4.79% | -4.79% | 13.09% |
| 3Y | 45.38% | 13.28% | 13.53% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/11/2022
- Fund Age
- 3.9 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
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WhiteOak Capital Large Cap Fund - Direct - Growth
3Y CAGR13.28%
TER0.94%
AUM₹149.75 Cr