Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Multi 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
ICICI Bank Ltd
3.3%
HDFC Bank Ltd
3.2%
Zomato Ltd
2.6%
Net Receivables / (Payables)
2.2%
ICICI Securities Ltd
2.1%
Nexus Select Trust Reits
1.7%
Trent Ltd
1.6%
Clearing Corporation Of India Ltd
1.6%
Motilal Oswal Financial Services Ltd
1.6%
State Bank of India
1.5%
Top industry exposure
Financial Services
27.2%
Industrials
14.6%
Consumer Cyclical
13.3%
Technology
8.0%
Healthcare
7.7%
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 provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.