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
₹12.25
0.43%
NAV as on 19 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
NAV as on 19 Nov 24, 12:00 AM
very high risk
large & mid cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
25.13%p.a.
Since Inception
About Whiteoak Capital Large & Mid Cap Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Whiteoak Capital Large & Mid Cap Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Large & Mid-Cap mutual fund scheme that predominantly invests in Large & Mid-Cap stocks of companies. Launched on Dec 2023, Whiteoak Capital Large & Mid Cap Fund Growth is Large & Mid-Cap fund of its category with 1,486.91 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Large & Mid-Cap funds.
- Whiteoak Capital Large & Mid Cap Fund Growth delivered 0.0% annual returns during the last year. It has delivered 25.1% average annual returns since the fund was launched.
- Whiteoak Capital Large & Mid Cap Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
ICICI Bank Ltd
5.57%
HDFC Bank Ltd
5.33%
ICICI Securities Ltd
2.69%
Zomato Ltd
2.58%
Nestle India Ltd
2.20%
Reliance Industries Ltd
2.18%
Persistent Systems Ltd
1.88%
Bharti Airtel Ltd
1.77%
Trent Ltd
1.67%
Motilal Oswal Financial Services Ltd
1.65%
Fund Managers
- Piyush Baranwal (Dec 2023 - Present)
- Ramesh Mantri (Dec 2023 - Present)
- Trupti Agrawal (Dec 2023 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
- Naitik Shah (Apr 2024 - Present)
Key Information
View Scheme Document
Whiteoak Capital Large & Mid Cap Fund Growth SIP Calculator
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NRI Mutual Fund Tax on Whiteoak Capital Large & Mid Cap Fund Growth
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 & Mid Cap Fund Growth?
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 & Mid Cap Fund Growth
- 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
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Frequently Asked Questions
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