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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹16.2550
+0.47%
(5 Dec)
AUM
1,104 Cr
TER
0.57%
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
+8.2%
+6.5%
+6.0%
+5.8%
+4.2%
+3.8%
3Y
+18.2%
+18.3%
+19.4%
+17.8%
+14.2%
+18.0%
5Y
+19.9%
+17.1%
+22.5%
NA
+16.1%
+18.8%
ALL
+16.1%
+12.9%
+16.5%
+17.5%
+12.7%
+15.8%
VOL
15.3%
16.7%
16.7%
12.3%
-
15.5%
TER
0.8%
0.8%
0.7%
0.6%
-
0.7%
AUM
₹75,863 Cr
₹6,934 Cr
₹48,871 Cr
₹1,104 Cr
-
₹1,686 Cr
INFO
1.05
0.77
0.99
1.42
-
1.02
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 Oct
Top holdings
HDFC Bank Ltd
9.6%
ICICI Bank Ltd
9.3%
State Bank of India
3.9%
Mahindra & Mahindra Ltd
3.9%
Kotak Mahindra Bank Ltd
3.7%
Bharti Airtel Ltd
3.7%
Maruti Suzuki India Ltd
3.4%
Eternal Ltd
3.3%
Reliance Industries Ltd
3.3%
Bharat Electronics Ltd
3.0%
Top industry exposure
Financial Services
34.5%
Consumer Cyclical
14.1%
Technology
8.3%
Communication Services
6.6%
Industrials
6.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
216%
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