WhiteOak Capital Large Cap Fund Regular Growth
Medium
Risk
Equity
Large Cap Fund
+
0.00
%
0.00
%
3Y annualised
+
0.27
%
0.27
%
1D
1M
6M
1Y
3Y
All
Fund size
391
NAV:
Mar 7, 2024
12.403
Sector
Tech
Type
Equity
Launched
Dec 2022
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
ICICI Bank Ltd
9.54
%
HDFC Bank Ltd
6.26
%
Nestle India Ltd
4.76
%
Reliance Industries Ltd
4.53
%
Titan Co Ltd
4.18
%
Larsen & Toubro Ltd
3.02
%
Tata Consultancy Services Ltd
2.85
%
Zomato Ltd
2.57
%
Infosys Ltd
2.51
%
Ambuja Cements Ltd
2.45
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Months, 0.0 % if redeemed after 1.0 Months.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
WhiteOak Capital Large Cap Fund Regular Growth
More details
Investment objective
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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