WhiteOak Capital Large & Mid Cap Fund - Direct - Growth
Equity Schemes by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
9.01%
Expense Ratio
0.90%
as of 01/08/2026
AUM
₹92.38 Cr
Qtr End: Jun 26
NAV
₹14.595
as of 02/09/2026
1Y Returns (CAGR)
9.01%
Expense Ratio
0.90%
as of 01/08/2026
AUM
₹92.38 Cr
Qtr End: Jun 26
NAV
₹14.595
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 | 6.88% | 30.51% | 9.84% |
| 6M | 9.07% | 18.97% | 15.43% |
| 1Y | 9.01% | 9.01% | 13.33% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 01/12/2023
- Fund Age
- 2.7 years
- Minimum Investment
- ₹500
- Fund House
- WhiteOak Capital Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Large & Mid Cap Fund (Equity Scheme)
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