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 Dec
Top holdings
Clearing Corporation Of India Ltd
4.1%
Indian Hotels Co Ltd
3.4%
Motilal Oswal Financial Services Ltd
3.1%
Max Financial Services Ltd
3.0%
Muthoot Finance Ltd
3.0%
Max Healthcare Institute Ltd Ordinary Shares
2.6%
PB Fintech Ltd
2.5%
Hitachi Energy India Ltd Ordinary Shares
2.4%
The Federal Bank Ltd
2.3%
Info Edge (India) Ltd
2.2%
Top industry exposure
Financial Services
25.3%
Healthcare
12.9%
Consumer Cyclical
12.8%
Industrials
11.5%
Technology
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
183%
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.