WhiteOak Capital Large & Mid Cap Fund Regular - Growth
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Equity, Large & MidCap, Principal at very high risk
1 Year Return 11.7% at 05 Feb 2026 11:35 AM
Fund Details
NAV 13.436
Sub-Type Large & MidCap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2.12
Fund Size(in Crores) 2072.0
Fund Performance
1 Month -1.98%
3 Month -0.84%
6 Month 3.51%
1 Year 11.7%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.86%) Market Cap Mid Cap 15.53 Small Cap 15.23 Large Cap 69.09 Top Sectors Financial 31.33 Technology 10.54 Automobile 10.09 Energy 7.54 Services 6.65 Healthcare 6.3 Communication 4.76 Consumer Staples 4.36 Capital Goods 3.7 Materials 3.5 Metals & Mining 3.15 Construction 3.13 Insurance 2.68 Consumer Discretionary 1.37 Chemicals 0.75 Top Holding State Bank of India 2.09 Samvardhana Motherson 0.89 Tata Steel 2.15 United Foodbrands 0.2 Tube Investments Of India 0.97 Emami 0.81 Power Grid Corporation Of India 0.98 NTPC 1.05 Maruti Suzuki India 2.13 Endurance Technologies 1.03 Axis Bank 3.96 HDFC Bank 9.35 Cera Sanitaryware 0.66 Mahindra & Mahindra 2.22 Bharti Airtel 4.76 Mahanagar Gas 1.21 Coal India 1.33 JK Paper 0.46 ICICI Bank 6.16 Sun Pharmaceutical Industries 1.26 Bajaj Auto 1.49 Kajaria Ceramics 0.8 PI Industries 0.75 Bank of Baroda 0.67 Dalmia Bharat 0.71 Bharat Electronics 1.17 Polycab India 1.22 Crompton Greaves Con. Electricals 1.37 Godrej Consumer 1.14 Swiggy 0.98 Cipla 1.51 Meesho 0.26 Tata Consumer Products 1.11 ICICI Lombard Gen. Insurance 1.49 Havells India 1.32 Infosys 4.62 Ajanta Pharma 1.62 Avenue Supermarts 1.41 The Phoenix Mills 1.72 Jubilant FoodWorks 1.63 Info Edge (India) 1.51 The Federal Bank 0.75 Bharat Petroleum Corporation 1.06 Eicher Motors 1.36 HCL Technologies 1.94 Mphasis 1.44 Cholamandalam Investment and Finance Company 1.47 Tata Capital 0.16 Kotak Mahindra Bank 4.1 Varun Beverages 0.85 Aster DM Healthcare 1.27 Brigade Enterprises 0.95 Reliance Industries 3.24 Tech Mahindra 2.54 Bajaj Finance 2.62 Indiamart 0.67 Metropolis Healthcare 0.64 AIA Engineering 1 PNC Infratech 0.45 HDFC Life Insurance 1.2
Debt & Others (0.15000000000000002%) Sector Allocation Net Current Assets 0.14 CBLO 0.01 Debt Credit Ratings Debt Category Others 0.14
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.01%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Piyush Baranwal
Education Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Ashish Agrawal
Education PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Trupti Agrawal
Education Ms. Agrawal has done B.Com and CA.
Experience Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
Ramesh Mantri
Education Mr. Mantri is an MBA, CFA and CA
Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
Dheeresh Pathak
Education Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
Experience Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 29
Date of Incorporation 2023-12-22
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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