Whiteoak Capital Quality Equity Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Quality Equity Growth Direct Plan

NAV
₹9.9120
-0.32%
(28 Mar)
AUM
305 Cr
TER
0.59%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.5%
+6.9%
+6.7%
+5.7%
NA
3Y
+30.1%
+30.8%
+32.4%
+30.8%
NA
5Y
+41.6%
+37.9%
+33.6%
+33.0%
NA
ALL
+17.1%
+12.6%
+11.7%
+16.5%
-0.6%
VOL
18.2%
21.3%
20.4%
19.8%
13.2%
TER
1.2%
1.0%
1.0%
0.9%
0.6%
AUM
₹6,886 Cr
₹2,105 Cr
₹4,149 Cr
₹1,047 Cr
₹305 Cr
INFO
0.94
0.59
0.57
0.83
-0.04
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.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs