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Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth
Invest Now
Fund Manager: Ramesh Mantri |
Equity: Large and Mid Cap |
BSE 250 Large MidCap TRI
NAV as on 22-09-2025
AUM as on 29-08-2025
Rtn ( Since Inception )
17.3%
Inception Date
Dec 22, 2023
Expense Ratio
2.04%
Fund Status
Open Ended Scheme
Min. Investment
500
Min. Topup
500
Min. SIP Amount
100
Risk Status
very high
Investment Objective : The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.There is no assurance that the investment objective of the Scheme will be achieved.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 2.61 | 12.53 | 1.16 | 0.0 | 0.0 | 0.0 |
| NIFTY LARGE MIDCAP 250 TRI | 3.88 | 14.25 | 0.1 | 18.76 | 23.36 | 16.43 |
| Equity: Large and Mid Cap | 2.51 | 11.38 | -2.09 | 18.06 | 22.99 | 14.97 |
| Rank within Category | 16 | 7 | 6 | |||
| Number of Funds within Category | 32 | 32 | 31 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth | 1,779.53 | 2.04 | 1.16 | 0.0 | 0.0 | 0.0 |
| Invesco India Large & Mid Cap Fund - Growth | 8,104.07 | 1.77 | 4.31 | 24.9 | 24.6 | 16.38 |
| Motilal Oswal Large and Midcap Fund - Regular Plan Growth | 12,599.84 | 1.69 | 3.19 | 28.1 | 29.99 | 0.0 |
| SBI Large & MIDCap Fund- Regular Plan -Growth | 33,232.88 | 1.58 | 2.38 | 17.33 | 23.45 | 15.23 |
| ICICI Prudential Large & Mid Cap Fund - Growth | 23,680.69 | 1.65 | 1.39 | 21.42 | 27.83 | 16.6 |
| PGIM India Large and Midcap Fund - Regular Plan - Growth Option | 740.26 | 2.29 | 1.19 | 0.0 | 0.0 | 0.0 |
| Axis Large & Mid Cap Fund - Regular Plan - Growth | 14,742.48 | 1.69 | 0.94 | 17.97 | 21.95 | 0.0 |
| Nippon India Vision Fund-Growth Plan-Growth Option | 6,171.86 | 1.91 | 0.57 | 20.77 | 24.86 | 13.63 |
| CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION | 25,513.28 | 1.6 | -0.42 | 16.69 | 21.84 | 16.15 |
| Mirae Asset Large & Midcap Fund - Regular Plan - Growth | 40,019.99 | 1.53 | -0.91 | 16.49 | 21.74 | 17.71 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 4.15 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Large and Mid Cap | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.