The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Benchmark
BSE 100 TRI
Expense Ratio
2.28% As on (31-03-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
776.97 Cr As on (31-03-2025)
PERFORMANCE of WhiteOak Capital Large Cap Fund Regular Plan Growth
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of WhiteOak Capital Large Cap Fund Regular Plan Growth
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
WhiteOak Capital Large Cap Fund Regular Plan Growth
