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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹13.3810
+0.31%
(3 Mar)
AUM
698 Cr
TER
0.66%
Risk
Very High Risk
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
+10.2%
+6.8%
+3.4%
+3.2%
+1.3%
-0.2%
3Y
+16.8%
NA
+18.6%
+15.4%
+15.8%
+12.2%
5Y
+15.7%
NA
+20.0%
+19.3%
+18.5%
+15.5%
ALL
+12.3%
+13.7%
+15.8%
+15.4%
+13.8%
+13.1%
VOL
17.0%
12.5%
17.0%
15.5%
17.4%
-
TER
1.1%
0.7%
0.7%
0.9%
1.0%
-
AUM
₹4,600 Cr
₹698 Cr
₹35,667 Cr
₹63,297 Cr
₹35,673 Cr
-
INFO
0.72
1.09
0.93
0.99
0.79
-
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
9.3%
HDFC Bank Ltd
8.6%
Clearing Corporation Of India Ltd
5.3%
Bharti Airtel Ltd
4.3%
Tata Consultancy Services Ltd
4.0%
Zomato Ltd
3.7%
Mahindra & Mahindra Ltd
3.6%
Kotak Mahindra Bank Ltd
3.4%
Larsen & Toubro Ltd
2.9%
Reliance Industries Ltd
2.6%
Top industry exposure
Financial Services
33.7%
Consumer Cyclical
12.8%
Technology
10.6%
Industrials
8.5%
Healthcare
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
152%
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