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 31st May
Top holdings
Nestle India Ltd
5.3%
Tata Consultancy Services Ltd
5.3%
Clearing Corporation Of India Ltd
4.8%
HDFC Bank Ltd
3.7%
ICICI Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
Mahindra & Mahindra Ltd
3.5%
Coforge Ltd
2.8%
Pidilite Industries Ltd
2.6%
Persistent Systems Ltd
2.6%
Top industry exposure
Consumer Cyclical
15.0%
Financial Services
14.8%
Technology
14.7%
Consumer Defensive
14.3%
Healthcare
11.1%
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.