Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Flexi Cap IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
HDFC Bank Ltd
7.0%
ICICI Bank Ltd
5.4%
ICICI Securities Ltd
3.3%
Bharti Airtel Ltd
3.2%
Zomato Ltd
3.1%
Kotak Mahindra Bank Ltd
3.1%
Clearing Corporation Of India Ltd
2.8%
Mahindra & Mahindra Ltd
2.5%
Reliance Industries Ltd
2.3%
Larsen & Toubro Ltd
2.2%
Top industry exposure
Financial Services
31.2%
Consumer Cyclical
12.5%
Technology
10.9%
Industrials
9.5%
Healthcare
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
177%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.