Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital 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 Aug
Top holdings
Net Receivables / (Payables)
3.1%
Clearing Corporation Of India Ltd
3.0%
Motilal Oswal Financial Services Ltd
2.9%
Persistent Systems Ltd
2.8%
CG Power & Industrial Solutions Ltd
2.7%
Indian Hotels Co Ltd
2.7%
Max Financial Services Ltd
2.3%
Max Healthcare Institute Ltd Ordinary Shares
2.3%
Info Edge (India) Ltd
2.1%
Muthoot Finance Ltd
2.1%
Top industry exposure
Financial Services
21.4%
Industrials
16.1%
Consumer Cyclical
12.6%
Healthcare
11.1%
Technology
9.3%
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
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.