WhiteOak Capital Large Cap Fund Regular Plan Growth

WhiteOak Capital Large Cap Fund Regular Plan Growth is a fund scheme from WOC mutual fund. It falls under a Large Cap category. After being launched on 2022-12-01. WhiteOak Capital Large Cap Fund Regular Plan Growth has achieved Rs 634.8 Crores worth of assets under management (AUM). It allows minimum SIP of Rs 100 and lumpsum of Rs 500 to start the investment. The expense ratio of this fund is 2.33%.

• Investing Strategy:

  To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.

• Performance:

  WhiteOak Capital Large Cap Fund Regular Plan Growth trailing returns over different times are 22.78% (1 year), 0% (3 year), 0% (5 year). The average annual return of this fund stands at 22.78%

• Fund Manager & Portfolio Allocation:

  Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak are the current fund managers of this mutual fund. The fund has a majority of its money invested in the top 5 sectors such as Banks, IT - Software, Finance, Retailing, Pharmaceuticals & Biotechnology, Sectors. First five holdings of this fund are ICICI Bank Limited, HDFC Bank Limited, Bharti Airtel Limited, Zomato Limited, Tata Consultancy Services Limited, 91 Days Tbill (MD 21/11/2024), 91 Days Tbill (MD 12/12/2024), 364 Days Tbill (MD 12/12/2024), 91 Days Tbill (MD 03/01/2025), 182 Days Tbill (MD 28/11/2024) Companies.