WhiteOak Capital Large Cap Fund - Regular (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of WhiteOak Capital Large Cap Fund - Regular (IDCW) (43336) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Large Cap Fund - Regular (IDCW)
WhiteOak Capital Asset Management Ltd
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.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
WhiteOak Capital Large Cap Fund - Regular (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 6.19% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| ICICI Bank Ltd | Banks | 9.89% |
| HDFC Bank Ltd | Banks | 9.71% |
| C C I | Debt Others | 5.25% |
| Mahindra & Mahindra Ltd | Automobile | 3.83% |
| Kotak Mahindra Bank Ltd | Banks | 3.57% |
| State Bank of India | Banks | 3.55% |
| Bharti Airtel Ltd | Telecom-Service | 3.55% |
| Eternal Ltd | E-Commerce/App based Aggregator | 3.34% |
| Reliance Industries Ltd | Refineries | 2.94% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.84% |
Sector Breakdown
Compare against Large Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
WhiteOak Capital Large Cap Fund - Regular (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1255.57 | 1.71% | 11.32% | -3.34% |
| HDFC Large Cap Fund - Regular (G) | ₹1159.21 | 1.56% | 10.98% | -3.93% |
| Franklin India Large Cap Fund - Direct (G) | ₹1150.04 | 2.96% | 14.59% | 0.36% |
| Franklin India Large Cap Fund (G) | ₹1036.94 | 2.76% | 14.17% | -0.38% |
| Kotak Large Cap Fund - Direct (G) | ₹674.80 | 1.48% | 14.75% | -0.46% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹595.22 | 1.39% | 14.33% | -1.14% |
| Tata Large Cap Fund - Direct (G) | ₹593.88 | 1.19% | 12.39% | -3.09% |
| Kotak Large Cap Fund (G) | ₹585.04 | 1.19% | 14.10% | -1.58% |
| Aditya Birla SL Large Cap Fund (G) | ₹537.74 | 1.21% | 13.95% | -1.79% |
| HSBC Large Cap Fund - Direct (G) | ₹537.44 | 3.21% | 13.32% | -3.24% |
Category Average Returns
Ramesh Mantri
A seasoned investment professional with over 3 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.