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WhiteOak Capital Large Cap Fund Regular Plan Growth

WhiteOak Capital · Large Cap
High
₹14.65
Current NAV
25 Jun 2026
12.6%
1Y Return
10.6%
3Y CAGR
13.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹17,710 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Large Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.66
Sharpe Ratio
0.86
Beta
-1.34
Alpha
0.83
Sortino
Fund Details
Fund House WhiteOak Capital
Category Large Cap
AUM ₹17710 Cr
Expense Ratio 1.26%
Min SIP ₹500
Min Lumpsum ₹1000
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