WhiteOak Capital Large Cap Fund Direct Growth

Scheme code: INF03VN01696 NAV value: ₹ 14.8410 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large Cap Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	4.78	50.75	29.10	23.94

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	29.1
3 year	6.28	33.32	15.79
5 year	3.54	26.02	13.5
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY NEXT 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-12.49	82.26	31.04	29.1
3 year	8.15	28.1	17.95
5 year	3.67	42.35	13.68
7 year	-2.14	19.44	12.59
10 year	3.39	23	13.41
12 year	1.81	21.18	13.31
15 year	7.36	20.78	13.11

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	29.1
3 year	9.08	58.7	29.31
5 year	3.67	48	18.04
7 year	3.8	31.03	14.14
10 year	3.8	28.93	12.39
12 year	3.63	26.65	12.59
15 year	7.01	32.26	12.89

- Average return: 29.1% - Median return: 33.29% - Average standard deviation: 4.73

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,25,524	1,25,524	10.47

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	10.47

NIFTY NEXT 50

Duration	Average return (%)	Fund's return (%)
1 year	7.5	10.47

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	10.47

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,524 - Absolute Returns: ₹1,25,524 - CAGR: 10.47%