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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹16.0180
-0.26%
(24 Oct)
AUM
1,047 Cr
TER
0.56%
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
+8.7%
+6.0%
+5.2%
+5.1%
+4.4%
+4.4%
3Y
NA
+21.2%
+19.9%
+15.9%
+19.9%
+19.5%
5Y
NA
+26.0%
+22.4%
+18.5%
+20.8%
+19.3%
ALL
+17.8%
+16.7%
+16.1%
+13.2%
+15.9%
+12.9%
VOL
12.5%
16.8%
15.4%
-
15.6%
16.7%
TER
0.6%
0.7%
0.9%
-
0.7%
0.9%
AUM
₹1,047 Cr
₹46,463 Cr
₹73,035 Cr
-
₹1,606 Cr
₹6,621 Cr
INFO
1.42
0.99
1.05
-
1.02
0.77
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 30th Sep
Top holdings
HDFC Bank Ltd
9.7%
ICICI Bank Ltd
9.5%
Clearing Corporation Of India Ltd
4.4%
Mahindra & Mahindra Ltd
4.0%
State Bank of India
3.8%
Kotak Mahindra Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
Maruti Suzuki India Ltd
3.5%
Eternal Ltd
3.3%
Bharat Electronics Ltd
3.0%
Top industry exposure
Financial Services
32.7%
Consumer Cyclical
14.7%
Technology
7.3%
Industrials
6.9%
Communication Services
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
213%
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