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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.7710
-0.52%
(30 Oct)
AUM
640 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
1Y
+42.4%
+41.7%
+39.0%
+38.3%
+34.3%
+34.3%
3Y
NA
+18.1%
+18.1%
+21.1%
+13.8%
+18.1%
5Y
NA
+20.0%
+20.6%
+21.4%
+17.1%
+18.9%
ALL
+23.0%
+14.5%
+16.8%
+17.4%
+15.1%
+15.2%
VOL
12.2%
13.4%
15.6%
17.0%
-
17.5%
TER
0.7%
0.7%
0.9%
0.7%
-
1.0%
AUM
₹640 Cr
₹429 Cr
₹66,207 Cr
₹34,432 Cr
-
₹38,684 Cr
INFO
1.88
1.09
1.08
1.02
-
0.87
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

FAQs