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 31st May
Top holdings
ICICI Bank Ltd
8.0%
HDFC Bank Ltd
5.6%
Clearing Corporation Of India Ltd
4.6%
Max Financial Services Ltd
2.4%
Reliance Industries Ltd
2.3%
Bharti Hexacom Ltd
2.1%
Kotak Mahindra Bank Ltd
2.0%
Persistent Systems Ltd
1.9%
Bharat Electronics Ltd
1.8%
Muthoot Finance Ltd
1.7%
Top industry exposure
Financial Services
32.9%
Industrials
12.2%
Consumer Cyclical
8.5%
Healthcare
8.1%
Technology
7.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
220%
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.