CALCULATE YOUR SIP RETURNS
WhiteOak Capital Mutual Fund logo
EQUITYLARGE & MID CAP FUND

Whiteoak Capital Large and Mid Cap Fund

3 Year return

0.00%
NAV on December 12, 2025
13.895
1D Returns
+0.08%
Launched on December 2023(2 years)

Investment Details

₹100
Minimum SIP Amount
₹500
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

Your Investment100
Gain
0%0
Total Value 0

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹2,045.22 Cr.
Expense Ratio
0.56% (inclusive of GST)
Exit Load
In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

WhiteOak Capital Mutual Fund Manager

AA

Ashish Agarwal

Fund Manager since Jan 2025

DP

Dheeresh Pathak

Fund Manager since Apr 2024

PB

Piyush Baranwal

Fund Manager since May 2019

RM

Ramesh Mantri

Fund Manager since Aug 2022

SM

Shariq Merchant

Fund Manager since Sep 2022

TA

Trupti Agrawal

Fund Manager since Sep 2022

Fund House Details

WhiteOak Capital Mutual Fund

WhiteOak Capital Mutual Fund

Asset management company

AUM
₹24,943.48 Cr.
No. of Schemes
30
Setup Date
June 2017

Peer Comparison

Comparison with other similar funds

Schemes by WhiteOak Capital Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns

Key Features of The Fund

5-year return
0%
Expense Ratio
0.56%
Fund Manager
Ashish Agarwal
Fund Size
₹2045.22 Cr.
Risk Profile
Very High

AMC Contact Details

NameWhiteOak Capital Mutual Fund
Launch DateJune 2017
AddressWhiteOak Capital Asset Management Ltd., Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai – 400025
Contact1800 3000 3060
Emailclientservice@whiteoakamc.com
Websitehttps://mf.whiteoakamc.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Make Use of SIPs for Harnessing the Power of Compounding

To take advantage of compound interest, a lot of investors select Systematic Investment Plans (SIPs) for their mutual fund investments. By establishing a fixed amount of money to be invested every month, averaging the cost per unit over time, and mitigating the effects of market volatility, SIPs enable disciplined investing. Try the free mutual fund SIP calculator from Angel One to plan your investment and get an idea of possible returns.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Whiteoak Capital Large and Mid Cap Fund on December 12, 2025, is ₹13.895
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Whiteoak Capital Large and Mid Cap Fund, is ₹2045.22 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Whiteoak Capital Large and Mid Cap Fund is 0.56%
The Whiteoak Capital Large and Mid Cap Fund was launched on December 01, 2023. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Whiteoak Capital Large and Mid Cap Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

0 in 3Y at 0% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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