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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.5520
-0.97%
(2 Mar)
AUM
1,142 Cr
TER
0.61%
Risk
Very High Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+23.0%
+19.3%
+16.8%
+16.3%
+15.3%
+14.4%
3Y
+19.3%
+19.5%
+20.6%
+19.3%
+19.8%
+15.8%
5Y
NA
+15.0%
+18.6%
+15.9%
NA
+12.4%
ALL
+13.0%
+13.4%
+16.1%
+15.2%
+14.9%
+11.4%
VOL
14.4%
15.6%
16.6%
15.5%
12.2%
-
TER
0.9%
0.9%
0.7%
0.7%
0.6%
-
AUM
₹207 Cr
₹1,980 Cr
₹50,107 Cr
₹1,666 Cr
₹1,142 Cr
-
INFO
0.90
0.86
0.97
0.98
1.22
-
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 Jan
Top holdings
ICICI Bank Ltd
9.7%
HDFC Bank Ltd
9.2%
Cash Offset For Derivatives
5.2%
State Bank of India
4.1%
Mahindra & Mahindra Ltd
3.7%
Kotak Mahindra Bank Ltd
3.5%
Maruti Suzuki India Ltd
3.1%
Bharat Electronics Ltd
3.1%
Eternal Ltd
3.1%
Reliance Industries Ltd
3.0%
Top industry exposure
Financial Services
36.6%
Consumer Cyclical
13.4%
Technology
7.7%
Basic Materials
6.3%
Industrials
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
202%
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