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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹16.1620
+0.12%
(16 Jan)
AUM
1,143 Cr
TER
0.56%
Risk
Very High Risk
Rating
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
+13.0%
+12.4%
+10.3%
+10.0%
+9.7%
+9.0%
3Y
+19.7%
+19.0%
+19.9%
+18.8%
+15.3%
+19.3%
5Y
NA
+15.3%
+19.5%
+14.8%
+13.8%
+16.6%
ALL
+16.6%
+13.7%
+16.2%
+12.6%
+12.1%
+15.4%
VOL
12.2%
15.6%
16.6%
16.6%
-
15.5%
TER
0.6%
0.9%
0.7%
0.8%
-
0.7%
AUM
₹1,143 Cr
₹2,051 Cr
₹50,876 Cr
₹7,285 Cr
-
₹1,718 Cr
INFO
1.36
0.88
0.97
0.76
-
1.00
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 30th Nov
Top holdings
ICICI Bank Ltd
9.6%
HDFC Bank Ltd
9.5%
Cash Offset For Derivatives
4.9%
Mahindra & Mahindra Ltd
4.1%
State Bank of India
3.9%
Bharti Airtel Ltd
3.6%
Kotak Mahindra Bank Ltd
3.6%
Maruti Suzuki India Ltd
3.4%
Reliance Industries Ltd
3.4%
Eternal Ltd
3.2%
Top industry exposure
Financial Services
34.6%
Consumer Cyclical
14.1%
Technology
8.0%
Industrials
7.2%
Basic Materials
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
213%
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