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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.6330
-0.11%
(7 Jul)
AUM
925 Cr
TER
0.55%
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
+8.9%
+7.9%
+7.0%
+6.6%
+5.3%
+3.4%
3Y
+23.4%
NA
+23.2%
+23.3%
+25.4%
+18.8%
5Y
+21.4%
NA
+24.1%
+22.8%
+27.2%
+20.3%
ALL
+13.1%
+18.8%
+16.3%
+16.1%
+16.8%
+13.8%
VOL
16.9%
12.9%
15.5%
15.7%
16.9%
-
TER
1.0%
0.6%
0.8%
0.8%
0.7%
-
AUM
₹6,036 Cr
₹925 Cr
₹69,763 Cr
₹1,488 Cr
₹41,750 Cr
-
INFO
0.77
1.46
1.05
1.03
0.99
-
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 May
Top holdings
ICICI Bank Ltd
9.7%
HDFC Bank Ltd
9.6%
Clearing Corporation Of India Ltd
5.4%
Kotak Mahindra Bank Ltd
3.8%
Mahindra & Mahindra Ltd
3.7%
Bharti Airtel Ltd
3.6%
Larsen & Toubro Ltd
3.0%
Reliance Industries Ltd
3.0%
Tata Consultancy Services Ltd
2.8%
Bharat Electronics Ltd
2.5%
Top industry exposure
Financial Services
34.7%
Industrials
9.9%
Consumer Cyclical
9.5%
Technology
8.8%
Communication Services
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
204%
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