Whiteoak Capital Large & Mid Cap Fund Regular Plan Growth
Fund House: WhiteOak Capital Mutual Fund| Category: Equity: Large and Mid Cap |
| Launch Date: 22-12-2023 |
| Asset Class: Equity |
| Benchmark: BSE 250 Large MidCap TRI |
| TER: 2.04% As on (30-11-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 1,538 Cr As on 30-11-2024(Source:AMFI) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 1 month. |
12.665
-0.23 (-1.8081%)
26.1%
Benchmark: 16.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY LARGE MIDCAP 250 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
9.87%
Others
3.63%
Large Cap
50.44%
Mid Cap
36.06%
