WhiteOak Capital Large Cap Fund - Direct - Growth
Equity Schemes by WhiteOak Capital Asset Management Limited
3Y Returns (CAGR)
13.75%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹130.96 Cr
Qtr End: Jun 26
NAV
₹15.927
as of 02/09/2026
3Y Returns (CAGR)
13.75%
Expense Ratio
0.94%
as of 01/08/2026
AUM
₹130.96 Cr
Qtr End: Jun 26
NAV
₹15.927
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 5.79% | 25.26% | 9.33% |
| 6M | 4.19% | 8.55% | 15.14% |
| 1Y | 2.93% | 2.93% | 12.71% |
| 3Y | 47.20% | 13.75% | 13.49% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/11/2022
- Fund Age
- 3.8 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large Cap Fund (Equity Scheme)
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