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 Reinvest (DR)
₹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 Apr
Top holdings
Clearing Corporation Of India Ltd
8.0%
Max Financial Services Ltd
3.6%
Persistent Systems Ltd
3.5%
Indian Hotels Co Ltd
3.2%
Bharti Hexacom Ltd
3.2%
Max Healthcare Institute Ltd Ordinary Shares
3.1%
PB Fintech Ltd
2.6%
Muthoot Finance Ltd
2.5%
Hitachi Energy India Ltd Ordinary Shares
2.4%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.4%
Healthcare
14.9%
Industrials
14.2%
Consumer Cyclical
9.1%
Technology
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
232%
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.