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Large Capregularidcw

WhiteOak Capital Large Cap Fund Regular Plan IDCW

WhiteOak Capital Mutual Fund

₹14.4040

0.17 (+1.22%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.24%
1 Month-10.39%
3 Months-12.63%
6 Months-9.05%
1 Year-2.97%
3 Years (CAGR)+13.67%
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Dec 2022)+9.24%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-14.45%
3 Year SIP+3.45%
5 Year SIP
Since Inception (Dec 2022)+4.61%

Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryLarge Cap
Plan Typeregular
Optionidcw
Min SIP₹100
Min Lumpsum₹500
Launch Date02 Dec 2022
AMFI Code150800

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

WhiteOak Capital Large Cap Fund Regular Plan IDCW 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 IDCW 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