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 IDCW Payout (DP)
₹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 28th Feb
Top holdings
Cash Offset For Derivatives
9.2%
Clearing Corporation Of India Ltd
6.9%
Max Financial Services Ltd
3.8%
The Federal Bank Ltd
3.5%
Phoenix Mills Ltd
3.2%
Fortis Healthcare Ltd
3.1%
Bharti Hexacom Ltd
2.9%
Persistent Systems Limited
2.5%
PB Fintech Ltd
2.4%
Info Edge (India) Ltd
2.3%
Top industry exposure
Financial Services
23.1%
Healthcare
14.5%
Industrials
12.2%
Consumer Cyclical
9.6%
Basic Materials
8.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
238%
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.