WhiteOak Capital Large & Mid Cap Fund - Direct - Growth
Equity Scheme by WhiteOak Capital Asset Management Limited
1Y Returns (CAGR)
5.75%
Expense Ratio
0.93%
as of 01/07/2026
AUM
₹92.38 Cr
Qtr End: Jun 26
NAV
₹14.391
as of 17/07/2026
1Y Returns (CAGR)
5.75%
Expense Ratio
0.93%
as of 01/07/2026
AUM
₹92.38 Cr
Qtr End: Jun 26
NAV
₹14.391
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 | 5.06% | 21.82% | 11.65% |
| 6M | 3.50% | 7.13% | 16.64% |
| 1Y | 5.75% | 5.75% | 13.43% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 01/12/2023
- Fund Age
- 2.6 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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