← WhiteOak Capital Mutual Fund
WhiteOak Capital Large Cap Fund Regular Plan IDCW
Open Ended Schemes(Equity Scheme - Large Cap Fund)Very High Risk★★★★★ISIN INF03VN01670
NAV · 06-Jul-2026
₹14.9820
1M
+4.74%
6M
-4.29%
1Y (CAGR)
-0.62%
3Y (CAGR)
+13.07%
5Y (CAGR)
—
Since inception (CAGR)
+11.88%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
13.30%
Downside dev (3y)
10.68%
Max drawdown (3y)
-15.8%
Sharpe (3y)
0.49
SIP XIRR (3y)
+7.08%
Calendar-year returns
2023 +23.2%2024 +20.9%2025 +7.7%
Fund facts
Fund managerPiyush Baranwal · Ramesh Mantri · Trupti Agrawal · Dheeresh Pathak · Ashish Agrawal
AUM₹11,706 Cr
TER · AMFI officialDirect 0.95% · Regular 2.52% (2026-06-30)
Launch date10-Nov-2022
Plan typeOpen Ended · Equity
Min lumpsum500/- and in multiple of Re. 1/- thereafter
Lock-inNone
Volatility12.78
AMCWhiteOak Capital Asset Management Limited
Objective · To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
scheme documents ↗