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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.8450
+1.68%
(25 Nov)
AUM
635 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
+34.9%
+33.6%
+31.4%
+29.9%
+28.7%
+25.3%
3Y
+17.4%
NA
+20.9%
+17.6%
+13.8%
+18.0%
5Y
+19.4%
NA
+20.7%
+20.0%
+16.8%
+18.0%
ALL
+14.3%
+21.1%
+17.1%
+16.6%
+14.7%
+14.9%
VOL
13.4%
12.3%
17.0%
15.6%
-
17.5%
TER
0.7%
0.7%
0.7%
0.9%
-
1.0%
AUM
₹457 Cr
₹635 Cr
₹34,105 Cr
₹63,670 Cr
-
₹36,467 Cr
INFO
1.07
1.72
1.01
1.06
-
0.85
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 Aug
Top holdings
ICICI Bank Ltd
8.2%
HDFC Bank Ltd
8.0%
Tata Consultancy Services Ltd
4.1%
Zomato Ltd
3.9%
Reliance Industries Ltd
3.3%
Trent Ltd
2.8%
Nestle India Ltd
2.7%
Larsen & Toubro Ltd
2.6%
Net Receivables / (Payables)
2.3%
Mahindra & Mahindra Ltd
2.3%
Top industry exposure
Financial Services
35.0%
Consumer Cyclical
13.0%
Industrials
9.7%
Technology
8.9%
Consumer Defensive
5.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
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