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

Whiteoak Capital Quality Equity Growth Direct Plan

NAV
₹9.8530
+0.40%
(20 Feb)
AUM
277 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
+5.7%
-3.8%
-5.2%
-11.0%
NA
3Y
+28.3%
+30.1%
+28.0%
+28.3%
NA
5Y
+28.9%
+23.2%
+22.6%
+26.5%
NA
ALL
+16.8%
+11.2%
+15.9%
+24.6%
-1.9%
VOL
18.2%
20.4%
19.8%
22.8%
12.1%
TER
1.2%
0.8%
0.8%
0.6%
0.6%
AUM
₹7,435 Cr
₹4,543 Cr
₹1,230 Cr
₹5,169 Cr
₹277 Cr
INFO
0.92
0.55
0.80
1.08
-0.15
See fund holdings as of 31st Jan
Top holdings
Clearing Corporation Of India Ltd
11.9%
Tata Consultancy Services Ltd
7.3%
Bharti Airtel Ltd
4.9%
Nestle India Ltd
4.4%
Info Edge (India) Ltd
3.1%
Mahindra & Mahindra Ltd
3.0%
Pidilite Industries Ltd
2.9%
Persistent Systems Ltd
2.8%
Infosys Ltd
2.5%
Torrent Pharmaceuticals Ltd
2.4%
Top industry exposure
Technology
18.3%
Consumer Cyclical
13.6%
Financial Services
12.3%
Healthcare
12.1%
Consumer Defensive
9.9%
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

FAQs