Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Quality Equity (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 28th Feb
Top holdings
Tata Consultancy Services Ltd
6.9%
Clearing Corporation Of India Ltd
5.2%
Nestle India Ltd
3.8%
Mahindra & Mahindra Ltd
3.1%
Bharti Airtel Ltd
2.9%
Pidilite Industries Ltd
2.9%
Info Edge (India) Ltd
2.6%
Persistent Systems Ltd
2.3%
Infosys Ltd
2.2%
HDFC Bank Ltd
2.1%
Top industry exposure
Technology
17.7%
Financial Services
14.9%
Consumer Cyclical
14.7%
Healthcare
11.8%
Consumer Defensive
11.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. There is no assurance that the investment objective of the Scheme will be achieved.