Investment type
WhiteOak Capital Large Cap Fund - Direct (G) is a mutual fund under the Large Cap category, managed by WhiteOak Capital Mutual Fund. It was launched on 21 Apr 2017, and has been active for over 9 years. As of 30 Jun 2026 the fund manages assets worth ₹1,260 Crores. The expense ratio is 0.94%.
This fund generated returns of 5.66% in the last 1 year. Since its inception, it has provided an average annual return of 13.81%.
The fund's investments are mainly concentrated in sectors like Banks, Debt, Finance, Automobiles and Telecom-Services.
The top five holdings in this fund include prominent companies such as ICICI Bank, HDFC Bank, C C I, Bharti Airtel and Nestle India.
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Large cap funds are low to moderate risk as they invest in stable, well-established companies.
Yes, if you’re seeking stable growth and less volatility compared to mid or small-cap funds.
Three to five years is recommended to benefit from steady growth.
Yes, they are open-ended, so you can redeem them whenever needed.
These funds typically have lower expenses, often around 0.5% to 1%, due to lower volatility and stable returns.
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