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Whiteoak Capital Large Cap Growth Direct Plan
Equity
Large Cap Fund
Whiteoak Capital Large Cap Growth Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹500
Invest now
Add to cart
Whiteoak Capital Large Cap Growth Direct Plan
NAV
₹14.8450
+1.68%
(25 Nov)
AUM
635 Cr
TER
0.65%
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
JM Large Cap (G)
Whiteoak Capital Large...
Nippon India Large Cap...
ICICI Pru Bluechip (G)
Category Average
HDFC Top 100 (G)
1Y
+34.9%
+33.6%
+31.4%
+29.9%
+28.7%
+25.3%
3Y
+17.4%
NA
+20.9%
+17.6%
+13.8%
+18.0%
5Y
+19.4%
NA
+20.7%
+20.0%
+16.8%
+18.0%
ALL
+14.3%
+21.1%
+17.1%
+16.6%
+14.7%
+14.9%
VOL
13.4%
12.3%
17.0%
15.6%
-
17.5%
TER
0.7%
0.7%
0.7%
0.9%
-
1.0%
AUM
₹457 Cr
₹635 Cr
₹34,105 Cr
₹63,670 Cr
-
₹36,467 Cr
INFO
1.07
1.72
1.01
1.06
-
0.85
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
8.2%
HDFC Bank Ltd
8.0%
Tata Consultancy Services Ltd
4.1%
Zomato Ltd
3.9%
Reliance Industries Ltd
3.3%
Trent Ltd
2.8%
Nestle India Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Net Receivables / (Payables)
2.3%
Mahindra & Mahindra Ltd
2.3%
Top industry exposure
Financial Services
35.0%
Consumer Cyclical
13.0%
Industrials
9.7%
Technology
8.9%
Consumer Defensive
5.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
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
Naitik Shah
More details
Fund offer document
All funds from WhiteOak Capital
FAQs
Monthly SIP
One Time