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
₹16.0590
-0.22%
(17 Dec)
AUM
1,141 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
+5.2%
+5.2%
+5.1%
+4.7%
+4.7%
+2.9%
3Y
+19.2%
+19.2%
+18.1%
+18.3%
+18.3%
+14.7%
5Y
+21.6%
+21.6%
+16.1%
NA
NA
+15.2%
ALL
+16.2%
+16.2%
+12.4%
+17.1%
+17.1%
+12.4%
VOL
17.7%
17.7%
19.1%
12.3%
12.3%
-
TER
0.7%
0.7%
0.8%
0.6%
0.6%
-
AUM
₹50,312 Cr
₹50,312 Cr
₹7,187 Cr
₹1,141 Cr
₹1,141 Cr
-
INFO
0.91
0.91
0.65
1.39
1.39
-
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 30th Nov
Top holdings
ICICI Bank Ltd
9.6%
HDFC Bank Ltd
9.5%
Cash Offset For Derivatives
4.9%
Mahindra & Mahindra Ltd
4.1%
State Bank of India
3.9%
Bharti Airtel Ltd
3.6%
Kotak Mahindra Bank Ltd
3.6%
Maruti Suzuki India Ltd
3.4%
Reliance Industries Ltd
3.4%
Eternal Ltd
3.2%
Top industry exposure
Financial Services
34.6%
Consumer Cyclical
14.1%
Technology
8.0%
Industrials
7.2%
Basic Materials
6.5%
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