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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.2170
+0.68%
(5 Jun)
AUM
872 Cr
TER
0.58%
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
+19.7%
+17.9%
+14.9%
+14.5%
+8.8%
-3.4%
3Y
+21.8%
NA
+23.4%
+20.6%
+17.0%
+20.9%
5Y
+22.1%
NA
+27.8%
+24.4%
+21.0%
+22.5%
ALL
+13.0%
+17.9%
+16.7%
+16.1%
+13.9%
+15.8%
VOL
16.9%
13.0%
17.0%
15.5%
-
17.8%
TER
1.0%
0.6%
0.7%
0.8%
-
0.3%
AUM
₹5,611 Cr
₹872 Cr
₹39,677 Cr
₹68,034 Cr
-
₹550 Cr
INFO
0.77
1.38
0.98
1.04
-
0.89
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 Mar
Top holdings
ICICI Bank Ltd
9.5%
HDFC Bank Ltd
9.4%
Net Receivables / (Payables)
4.6%
Kotak Mahindra Bank Ltd
4.4%
Mahindra & Mahindra Ltd
3.4%
Tata Consultancy Services Ltd
3.4%
Bharti Airtel Ltd
3.3%
Larsen & Toubro Ltd
2.9%
Reliance Industries Ltd
2.6%
Nestle India Ltd
2.4%
Top industry exposure
Financial Services
34.2%
Industrials
9.1%
Technology
8.7%
Consumer Cyclical
8.6%
Communication Services
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
190%
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