WhiteOak Capital Large Cap Fund Regular Plan Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 yearSIP Returns (XIRR)
₹1,000/month SIP, annualisedFund Details
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
WhiteOak Capital Large Cap Fund Regular Plan 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
WhiteOak Capital Large Cap Fund Regular Plan Growth is a Large Cap mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹1,149 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.16%.
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