NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.81
-3.56%
NAV as on 20 Jan 25, 12:00 AM
very high risk
large cap
equity
NAV as on 20 Jan 25, 12:00 AM
very high risk
large cap
equity
21.85%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
20.19%p.a.
Since Inception
About WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl scheme from WhiteOak Capital Asset Management Limited. It is a Large-Cap mutual fund scheme that predominantly invests in Large-Cap stocks of companies. Launched on Dec 2022, WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl is Large-Cap fund of its category with 661.36 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Large-Cap funds.
- WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl delivered 21.9% annual returns during the last year. It has delivered 20.2% average annual returns since the fund was launched.
- WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Top 10 Holdings
ICICI Bank Ltd
9.20%
HDFC Bank Ltd
7.18%
Zomato Ltd
4.81%
Tata Consultancy Services Ltd
3.74%
Bharti Airtel Ltd
3.74%
Mahindra & Mahindra Ltd
3.40%
Nestle India Ltd
2.85%
Power Grid Corp Of India Ltd
2.78%
Larsen & Toubro Ltd
2.57%
Reliance Industries Ltd
2.56%
Fund Managers
- Piyush Baranwal (Dec 2022 - Present)
- Ramesh Mantri (Dec 2022 - Present)
- Trupti Agrawal (Dec 2022 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Naitik Shah (Apr 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Large Cap Fund Reinvestment Inc Dist cum Cap Wdrl
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential Bluechip Fund Rnvstmnt of Inc Dist cum Cap Wdrl
very high risk | equity
16.8%
ICICI Prudential Bluechip Fund Growth
very high risk | equity
17.6%
SBI Bluechip Fund Reinvestment Inc Dist cum Cap Wdrl
very high risk | equity
13.9%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved