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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.3370
-0.82%
(28 Jul)
AUM
982 Cr
TER
0.53%
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
+5.5%
+5.0%
+4.3%
+3.8%
+3.6%
-1.1%
3Y
+21.0%
NA
+20.1%
+20.5%
+22.4%
+15.8%
5Y
+20.3%
NA
+21.0%
+22.6%
+25.7%
+18.8%
ALL
+12.9%
+17.5%
+15.9%
+16.0%
+16.6%
+13.3%
VOL
16.9%
12.8%
15.7%
15.5%
16.9%
-
TER
0.9%
0.5%
0.8%
0.8%
0.7%
-
AUM
₹6,323 Cr
₹982 Cr
₹1,558 Cr
₹72,336 Cr
₹43,829 Cr
-
INFO
0.77
1.36
1.01
1.04
0.98
-
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 Jun
Top holdings
ICICI Bank Ltd
9.7%
HDFC Bank Ltd
9.5%
Bharti Airtel Ltd
4.1%
Mahindra & Mahindra Ltd
3.8%
Kotak Mahindra Bank Ltd
3.7%
Eternal Ltd
3.6%
Reliance Industries Ltd
3.2%
Larsen & Toubro Ltd
2.9%
Tata Consultancy Services Ltd
2.8%
Clearing Corporation Of India Ltd
2.7%
Top industry exposure
Financial Services
34.0%
Consumer Cyclical
11.7%
Industrials
9.8%
Technology
8.5%
Communication Services
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
207%
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