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

Whiteoak Capital Large & Mid Cap Growth Direct Plan

NAV
₹13.3860
-0.93%
(25 Jul)
AUM
1,776 Cr
TER
0.42%
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
+15.4%
+14.9%
+8.3%
+4.4%
+2.9%
+2.6%
3Y
+28.9%
+31.6%
NA
+27.4%
+23.9%
+20.8%
5Y
+26.6%
+30.7%
NA
+28.4%
+27.1%
+23.9%
ALL
+18.9%
+25.4%
+20.1%
+16.5%
+15.5%
+14.9%
VOL
15.8%
19.7%
15.6%
16.0%
15.6%
-
TER
0.7%
0.6%
0.4%
0.6%
1.1%
-
AUM
₹7,887 Cr
₹11,816 Cr
₹1,776 Cr
₹9,735 Cr
₹4,866 Cr
-
INFO
1.20
1.29
1.29
1.03
0.99
-
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 & Mid 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
7.7%
HDFC Bank Ltd
5.4%
Clearing Corporation Of India Ltd
4.8%
Eternal Ltd
3.0%
Reliance Industries Ltd
2.3%
Bharti Hexacom Ltd
2.2%
Kotak Mahindra Bank Ltd
2.0%
Persistent Systems Ltd
2.0%
Muthoot Finance Ltd
1.9%
Net Receivables / (Payables)
1.9%
Top industry exposure
Financial Services
29.3%
Industrials
12.5%
Consumer Cyclical
11.3%
Healthcare
8.3%
Technology
8.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
224%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs