Aditya Birla Sun Life Mutual Fund
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan
Large Cap
+8.5% 3Y
WhiteOak Capital Mutual Fund
Large Cap · Direct Plan · Growth · Live NAV & returns (MFAPI); TER/AUM/managers illustrative
Benchmark · Nifty 100 TRI
WhiteOak Capital Large Cap Fund Direct Plan Growth is an open-ended large cap scheme managed by WhiteOak Capital Mutual Fund. The objective is long-term capital appreciation through disciplined diversification.
Annualised returns versus benchmark — validate against official AMC factsheets before investing.
| Period | Fund CAGR | Benchmark | Active (illustrative) |
|---|---|---|---|
| 1 Year | -2.0% | -3.2% | +1.2% |
| 3 Years | +12.1% | +10.8% | +1.3% |
| Since inception | +13.2% | +10.0% | +3.2% |
Downside and volatility diagnostics — combine with horizon and liquidity needs when sizing allocations.
Std. deviation (3Y ann.)
13.4%
Higher dispersion implies wider NAV swings.
Beta vs benchmark
1.08
Category avg beta 1.03.
Sharpe (risk-adjusted)
1.00
Illustrative ratio — use alongside drawdowns.
Max drawdown (stress)
-15.1%
Peak-to-trough NAV decline on modelled history.
3Y alpha
+1.7%
Versus benchmark on illustrated methodology.
Top positions and sector sleeves — illustrative placeholder data; MFAPI does not provide portfolio holdings.
| Security | Sector | Weight % |
|---|---|---|
| UltraTech Cement Ltd. | Materials | 14.5% |
| HDFC Bank Ltd. | Financial Services | 9.7% |
| Reliance Industries Ltd. | Energy | 14.5% |
| ICICI Bank Ltd. | Financial Services | 5.6% |
| Infosys Ltd. | Information Technology | 6% |
| Tata Consultancy Services Ltd. | Information Technology | 14.5% |
| Larsen & Toubro Ltd. | Construction | 8.7% |
| Bharti Airtel Ltd. | Telecommunication | 12.7% |
TER not yet available
Expense ratio data will appear once the fund's full factsheet has been ingested. Check the AMC website for the latest SID/KIM.
Lead fund manager
Managing strategy since 2016
Seasoned allocator with coverage across Indian equities and macro attribution frameworks.
Execution & risk oversight
Supporting desk since 2021
Focus on liquidity, derivatives overlays, and adherence to mandate guardrails.
Normalised NAV trajectory vs modelled benchmark — last 36 monthly ticks.
Aditya Birla Sun Life Mutual Fund
Large Cap
WhiteOak Capital Large Cap Fund Direct Plan Growth
Research-only · No transactions