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

Whiteoak Capital Large Cap IDCW Reinvest Direct Plan

NAV
₹14.8130
-0.16%
(24 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%
+21.6%
+21.6%
+17.1%
+14.6%
+14.6%
3Y
NA
+22.0%
+22.0%
+14.5%
+18.6%
+18.6%
5Y
NA
+20.3%
+20.3%
+16.2%
+17.4%
+17.4%
ALL
+21.0%
+16.8%
+16.8%
+14.1%
+14.4%
+14.4%
VOL
12.3%
18.1%
18.1%
-
20.0%
20.0%
TER
0.7%
0.7%
0.7%
-
1.0%
1.0%
AUM
₹661 Cr
₹35,313 Cr
₹35,313 Cr
-
₹36,587 Cr
₹36,587 Cr
INFO
1.71
0.93
0.93
-
0.72
0.72
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 IDCW Reinvest (DR)
₹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

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