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Snapshot
Snapshot
WhiteOak Capital Large Cap Fund - Regular (IDCW)
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Summary
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital Large Cap Fund - Regular (IDCW)
AMC : WhiteOak Capital Mutual Fund
Type : Open
Category : Equity - Diversified
Launch Date : 10-Nov-22
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 1103.81
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return 1.60 2.51 4.55 6.43 10.11 NA NA 15.57
Category Avg 1.01 2.19 4.57 7.16 7.39 18.47 21.34 15.25
Category Best 3.61 5.71 13.62 21.93 26.41 33.02 34.64 46.44
Category Worst -1.17 -4.48 -3.95 -3.19 -12.58 1.67 8.08 -19.04
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
1.0238 3.4494 0.8829 5.4606 -0.0231
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 9.61
ICICI Bank 9.28
SBI 3.90
M & M 3.89
Kotak Mah. Bank 3.71
Bharti Airtel 3.66
Maruti Suzuki 3.40
Reliance Industr 3.32
Eternal Ltd 3.32
Bharat Electron 3.04
Titan Company 2.05
Bharti Airtel PP 1.96
Nestle India 1.82
Infosys 1.81
TCS 1.72
LTIMindtree 1.49
Hindalco Inds. 1.42
Larsen & Toubro 1.37
Torrent Pharma. 1.31
Bajaj Finance 1.31
Power Grid Corpn 1.30
Sun Pharma.Inds. 1.29
Pidilite Inds. 1.25
Tata Steel 1.19
Persistent Syste 1.17
Cipla 1.12
Ambuja Cements 1.09
Coforge 1.00
Muthoot Finance 0.99
SBI Life Insuran 0.98
Info Edg.(India) 0.96
Bajaj Finserv 0.92
CG Power & Ind 0.92
Tata Capital 0.91
O N G C 0.87
Mankind Pharma 0.83
Varun Beverages 0.76
Trent 0.70
Max Financial 0.67
Aadhar Hsg. Fin. 0.65
Jyothy Labs 0.53
Navin Fluo.Intl. 0.53
J B Chemicals & 0.52
Poly Medicure 0.51
Axis Bank 0.51
Tech Mahindra 0.44
Cigniti Tech. 0.43
TBO Tek 0.43
Power Fin.Corpn. 0.43
REC Ltd 0.35
Eicher Motors 0.32
Hitachi Energy 0.30
Divi's Lab. 0.27
GE Vernova T&D 0.27
Bharat Bijlee 0.21
Firstsour.Solu. 0.20
Interglobe Aviat 0.19
Jupiter Life Lin 0.17
Godrej Consumer 0.01
Cholaman.Inv.&Fn 0.01
TBILL-91D 2.23
TBILL-182D 0.18
C C I 2.59
Net CA & Others 0.67
Nexus Select 0.95
Embassy Off.REIT 0.82
Knowledge Realty 0.52
National High 1.37
Vertis Infra. 0.84
Anantam Highways 0.24
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