Comprehensive analysis of WhiteOak Capital Large Cap Fund - Regular (IDCW) (43336) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
High Expenses
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Recent performance momentum
Market exposure level
Historical performance consistency
Fund manager experience
Risk-adjusted returns
Assets under management
Fund management costs
This fund has outperformed its benchmark by 1.09% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.89% |
| HDFC Bank Ltd | Banks | 9.71% |
| ICICI Bank Ltd | Banks | 9.68% |
| HDFC Bank Ltd | Banks | 9.47% |
| C C I | Debt Others | 5.25% |
| Bharti Airtel Ltd | Telecomm-Service | 4.14% |
| Mahindra & Mahindra Ltd | Automobile | 3.84% |
| Mahindra & Mahindra Ltd | Automobile | 3.83% |
| Kotak Mahindra Bank Ltd | Banks | 3.74% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.60% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1242.82 | 8.79% | 5.36% | 4.39% |
| HDFC Large Cap Fund - Regular (G) | ₹1149.47 | 8.63% | 5.05% | 3.76% |
| Franklin India Bluechip Fund - Direct (G) | ₹1142.83 | 10.99% | 5.68% | 7.76% |
| Franklin India Bluechip Fund - (G) | ₹1032.71 | 10.78% | 5.30% | 6.95% |
| Kotak Large Cap Fund - Direct (G) | ₹664.99 | 11.20% | 6.06% | 6.60% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹590.00 | 11.50% | 7.05% | 7.28% |
| Tata Large Cap Fund - Direct (G) | ₹581.30 | 9.20% | 5.49% | 3.59% |
| Kotak Large Cap Fund (G) | ₹578.42 | 10.89% | 5.47% | 5.40% |
| Aditya Birla SL Large Cap Fund (G) | ₹534.06 | 11.31% | 6.71% | 6.57% |
| HSBC Large Cap Fund - Direct (G) | ₹528.78 | 10.00% | 1.25% | 4.30% |
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.