April 28, 2026
RA Jainee
WhiteOak Capital Large Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 15.18 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 15.18 |
| Min. Investment (Rs.) | 500 |
| Min. SIP Investment (Rs.) | 100 |
| Min. No of Cheques | 6 |
| Benchmark | BSE 100 TRI |
| AUM Rs. | 1,045 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.70% |
| 1 Year Return (%) | 2.47 |
| 3 Year Return (%) | 17.60 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 13.09% |
⚖️ Sahifund Review – WhiteOak Capital Large Cap Fund ✔
PLUS:
• Strong 3-year return (~17.60%) outperforming benchmark & category
• Reasonable expense ratio (~0.70%) adds cost-efficiency edge
• Focus on large-cap stocks ensures relative stability vs mid/small caps
• Backed by experienced fund management team from WhiteOak Capital Mutual Fund
• Diversified sector exposure helps reduce stock-specific risks
• Suitable for conservative investors preferring steady compounding
• SIP-friendly due to large-cap stability and lower drawdowns
• Benchmark outperformance indicates good stock selection ability
MINUS:
• Weak recent momentum (~2.47% 1-year return) vs top peers
• Very high portfolio turnover (~209%) raises consistency concerns
• Short track record (~3 years) limits long-term reliability
• Large-cap bias may lag in bull markets driven by mid/small caps
• Ranking remains mid-pack in category despite good ratings
• Limited alpha vs best-performing large-cap funds
• High concentration in top holdings increases dependency risk
• Market cycle sensitivity – may underperform during high-beta rallies
Sahifund View (Decisive Line):
A stable large-cap performer with improving track record—but not yet a top-tier pick; suitable as a core holding but not for aggressive alpha seekers.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Fund Manager:
1) Ramesh Mantri
Education: Mr. Mantri is an MBA, CFA and CA
Experience: Prior to joining WhiteOak Capital Mutual Fund, he has worked with WhiteOak Capital Management, Ashoka Capital Advisers, Smith Management, and CRISIL.
2) Piyush Baranwal
Education: Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Experience: Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
3) Dheeresh Pathak
Education: Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon
Experience: Prior to joining WhiteOak Capital Mutual Fund, he has worked with Goldman Sachs
Fund Manager:
4) Trupti Agrawal
Education: Ms. Agrawal has done B.Com and CA.
Experience: Prior to joining WhiteOak Capital Mutual Fund, she has worked with L&T Infrastructure Finance Co. Ltd. and Ernst & Young.
5) Ashish Agrawal
Education: PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow
Experience: Prior to joining Whiteoak Capital AMC, he was working with Motilal Owal Asset Management Co. Ltd from 2016 till date. Citigroup Global Markets Ltd from 2010 to 2016
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of WhiteOak Capital Large Cap Fund
| Fund House | WhiteOak Capital Mutual Fund |
| Launch Date | 01-Dec-22 |
| Return Since Launch | 13.09% |
| Benchmark | BSE 100 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,045 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.70% |
| (As on 31-Mar-2026) | |
| Risk Grade | Low |
| Return Grade | Above Average |
| Turnover | 209.00% |
WhiteOak Capital Large Cap Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| WhiteOak Capital Large Cap Dir | -6.11 | -1.05 | 5.40 | -3.51 | -5.18 | 2.47 | 17.60 | — | — | — |
| BSE 100 TRI | -6.35 | -0.93 | 8.43 | -2.35 | -5.29 | 1.55 | 14.03 | — | — | — |
| Equity: Large Cap | -5.61 | -1.04 | 6.35 | -1.63 | -4.64 | 1.92 | 15.21 | — | — | — |
| Rank within category | 51 | 60 | 57 | 64 | 50 | 42 | 22 | — | — | — |
| Number of funds in category | 120 | 124 | 121 | 120 | 119 | 105 | 84 | 61 | 52 | 42 |
Peer Comparison of WhiteOak Capital Large Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| WhiteOak Capital Large Cap Dir | 5 star | 2.47 | 17.60 | — | 0.70 | 1,045 | 13.09 | — | 3Y 4M | 209.00 |
| ICICI Pru Large Cap Dir | 5 star | 1.12 | 16.59 | 15.94 | 0.87 | 69,948 | 14.83 | 1.00 (30) | 13Y 3M | 17.00 |
| SBI Large Cap Dir | 4 star | 3.51 | 13.61 | 13.32 | 0.84 | 48,926 | 14.46 | 0.25 (30) | 13Y 3M | 33.00 |
| Nippon India Large Cap Dir | 5 star | 3.85 | 18.15 | 18.66 | 0.71 | 46,521 | 15.47 | 1.00 (7) | 13Y 3M | 27.00 |
| HDFC Large Cap Dir | 5 star | -0.76 | 13.98 | 14.99 | 1.03 | 35,458 | 13.17 | 1.00 (365) | 13Y 3M | 30.60 |
WhiteOak Capital Large Cap Fund Portfolio
| No. of Stocks | 3 |
| Top 10 Stocks | 45.09% |
| Top 5 Stocks | 29.62% |
| Top 3 Sectors | 62.13% |
| Portfolio P/B Ratio | 3.22 |
| Portfolio P/E Ratio | 22.71 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,64,034 | 3,70,461 |
| Giant (%) | — | — |
| Large (%) | 94.21 | 95.48 |
| Mid (%) | 2.91 | 7.37 |
| Small (%) | 2.88 | 4.30 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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