Whiteoak Capital Large & Mid Cap Fund Direct Growth

Whiteoak Capital Large & Mid Cap Fund Direct Growth is an equity fund. This fund was started on 22 December, 2023. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. Whiteoak Capital Large & Mid Cap Fund Direct Growth has ₹1594 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.5.
   

Whiteoak Capital Large & Mid Cap Fund Direct Growth has given a CAGR return of 19.41% since inception. Over the last 1 year the fund has given a CAGR return of 15.55%.

Whiteoak Capital Large & Mid Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Consumer Cyclical, Health, Tech, Communication, Consumer Defensive, Basic Materials, Energy, Real Estate, Utilities. Its top holdings are ICICI Bank Ltd, HDFC Bank Ltd, Eternal Ltd, Reliance Industries Ltd, Kotak Mahindra Bank Ltd

As it is a large & mid-cap mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The primary objective of the scheme is 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. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. Whiteoak Capital Large & Mid Cap Fund Direct Growth has no lock in period.