WhiteOak Capital Large & Mid Cap Fund - Direct (G) logo

WhiteOak Capital Large & Mid Cap Fund Direct Growth

NAV ₹13.46 as on 11 Jun 2026

RiskVery High

Fund Size₹2,239.04Cr

NAV₹13.46 as on 11 Jun 2026
RiskVery High
Fund Size₹2,239.04Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹500

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹500

Exit Load

NIL

Basic Details

Age

2 years 6 months (Since Dec 22, 2023)

Return since Launch

12.78%

Expense ratio

0.54%

Type

OPEN

AUM (Fund Size)

₹2,239.04

Risk Grade

Very High

Benchmark

BSE 250 Large MidCap Index TRI

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Asset Allocation

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Scheme Holding Summary

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#25 in India
Total AUM₹33,023.59Cr
Date of Incorporation21 Apr 2017
WhiteOak Capital Large & Mid Cap Fund Direct Growth is a Equity Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 22 Dec 2023. The fund currently has an Asset Under Management(AUM) of ₹33,023.59 Cr and the Latest NAV as of 11 Jun 2026 is ₹13.46.
The WhiteOak Capital Large & Mid Cap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹500. Exit load of NIL.
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Returns and Rankings

Category: Equity Large & Mid Cap Fund

1Y3Y5YAll
Fund returns1.01%--6.20%
Category average-1.84%4.90%2.60%-
Rank within category000-

FAQ’s

What kind of returns does WhiteOak Capital Large & Mid Cap Fund Direct Growth provide?

WhiteOak Capital Large & Mid Cap Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by WhiteOak Capital Large & Mid Cap Fund Direct Growth?

The Expense Ratio charged by WhiteOak Capital Large & Mid Cap Fund Direct Growth is 0.54%.

What is the AUM size of WhiteOak Capital Large & Mid Cap Fund Direct Growth?

The AUM size of WhiteOak Capital Large & Mid Cap Fund Direct Growth is ₹2,239.04Cr.

What is the minimum SIP amount that you can invest in WhiteOak Capital Large & Mid Cap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in WhiteOak Capital Large & Mid Cap Fund Direct Growth .

What are the top stock holdings of WhiteOak Capital Large & Mid Cap Fund Direct Growth?

The top stock holdings of WhiteOak Capital Large & Mid Cap Fund Direct Growth include

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