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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.8290
+0.11%
(26 Dec)
AUM
661 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
+24.9%
+24.0%
+22.1%
+20.3%
+17.1%
+14.7%
3Y
NA
+18.2%
+22.3%
+18.4%
+14.5%
+18.6%
5Y
NA
+18.7%
+20.6%
+19.2%
+16.2%
+17.7%
ALL
+21.0%
+16.6%
+17.1%
+16.4%
+14.1%
+14.7%
VOL
12.3%
15.1%
17.0%
15.6%
-
17.5%
TER
0.7%
0.8%
0.7%
0.9%
-
1.0%
AUM
₹661 Cr
₹2,403 Cr
₹35,313 Cr
₹63,938 Cr
-
₹36,587 Cr
INFO
1.71
1.10
1.00
1.05
-
0.84
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
ICICI Bank Ltd
9.5%
HDFC Bank Ltd
8.5%
Bharti Airtel Ltd
3.8%
Zomato Ltd
3.5%
Tata Consultancy Services Ltd
3.5%
Nestle India Ltd
3.0%
Reliance Industries Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Trent Ltd
2.3%
Mahindra & Mahindra Ltd
2.3%
Top industry exposure
Financial Services
35.3%
Consumer Cyclical
11.5%
Technology
10.5%
Industrials
8.0%
Consumer Defensive
6.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
131%
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