Whiteoak Capital Large Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.5480
+0.33%
(3 Oct)
AUM
1,014 Cr
TER
0.52%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+0.6%
-1.0%
-1.1%
-1.9%
-1.9%
NA
3Y
+21.2%
+19.7%
+19.2%
+19.0%
+16.0%
NA
5Y
+26.0%
+22.4%
+19.5%
+20.4%
+18.7%
NA
ALL
+16.5%
+15.9%
+12.7%
+15.7%
+12.5%
+16.7%
VOL
16.8%
15.4%
16.8%
15.6%
-
12.6%
TER
0.7%
0.9%
0.9%
0.7%
-
0.5%
AUM
₹45,012 Cr
₹71,840 Cr
₹6,398 Cr
₹1,555 Cr
-
₹1,014 Cr
INFO
0.98
1.03
0.76
1.00
-
1.33
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Large Cap (G)
₹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 31st Aug
Top holdings
ICICI Bank Ltd
9.6%
HDFC Bank Ltd
9.4%
Clearing Corporation Of India Ltd
4.1%
Mahindra & Mahindra Ltd
3.9%
Bharti Airtel Ltd
3.7%
State Bank of India
3.6%
Kotak Mahindra Bank Ltd
3.5%
Eternal Ltd
3.3%
Reliance Industries Ltd
3.0%
Bharat Electronics Ltd
2.7%
Top industry exposure
Financial Services
33.0%
Consumer Cyclical
14.0%
Industrials
8.7%
Technology
8.3%
Communication Services
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
214%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs