WhiteOak Capital Large Cap Fund Direct dividend payout

Equity • Large Cap • Direct dividend payout

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Large Cap

Direct dividend payout

Launched On
01 Dec 2022
3.6 years ago
Lock-in Period
No lock-in
NAV
as of 25 Jun 2026
₹15.539
+0.1611% (0.10)
AUM
₹1,164 Cr
Expense ratio
0.52%
Benchmark
BSE 100 India
Fund Plan
Annually
Open demat account

Get access to more insightful information

By signing up to Upstox today

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

Distribution

Market capital

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

40.52%
Consumer Cyclical

Consumer Cyclical

13.32%
Industrials

Industrials

9.40%
Basic Materials

Basic Materials

8.89%
Consumer Defensive

Consumer Defensive

6.45%

Fund House

WhiteOak

WhiteOak

Inc: 16 Jan 2019 • Total AUM: ₹35,924 Cr • Rank #24
WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.

Fund Managers

Piyush Baranwal

Experience: 7.43 yrs • Total AUM: 1,47,752 Cr

Ramesh Mantri

Experience: 3.88 yrs • Total AUM: 1,29,064 Cr

Trupti Agrawal

Experience: 3.86 yrs • Total AUM: 1,26,572 Cr

Dheeresh Pathak

Experience: 2.38 yrs • Total AUM: 1,26,572 Cr

Ashish Agrawal

Experience: yrs • Total AUM: 1,26,088 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.