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Large Cap

White Oak Capital - Large Cap Fund · Direct · Growth

WhiteOak Capital Mutual Fund

NAV

₹15.4790

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+1.46%
3Y
+14.95%
5Y
Since Inception
+12.90%

SIP returns (XIRR)

1Y
+0.07%
3Y
+8.79%
5Y
Since Inception
+11.03%

Returns calculated from 10 November 2022 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryLarge Cap
Launch Date10 Nov 2022
AMFI Code150797
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit LoadIn respect of each purchase / switch-in of Units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

White Oak Capital - Large Cap Fund · Direct · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

White Oak Capital - Large Cap Fund · Direct · Growth is a Large Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations