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

Whiteoak Capital Quality Equity Growth Direct Plan

NAV
₹10.7410
-0.45%
(17 Dec)
AUM
667 Cr
TER
0.61%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.5%
+4.3%
+0.4%
+0.2%
NA
3Y
+29.6%
+28.3%
+29.7%
+28.6%
NA
5Y
NA
+18.9%
+24.4%
+27.9%
NA
ALL
+27.6%
+21.6%
+17.9%
+16.7%
+7.4%
VOL
14.4%
15.1%
16.2%
19.6%
11.2%
TER
1.0%
1.0%
0.5%
0.9%
0.6%
AUM
₹3,073 Cr
₹6,460 Cr
₹8,189 Cr
₹1,445 Cr
₹667 Cr
INFO
1.92
1.43
1.11
0.85
0.66
Past performance
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 30th Nov
Top holdings
Cash Offset For Derivatives
5.6%
ICICI Bank Ltd
4.9%
Clearing Corporation Of India Ltd
4.5%
Mahindra & Mahindra Ltd
4.1%
HDFC Bank Ltd
4.0%
Bharti Airtel Ltd
3.1%
Nestle India Ltd
3.1%
Maruti Suzuki India Ltd
3.0%
Titan Co Ltd
2.6%
Persistent Systems Ltd
2.6%
Top industry exposure
Consumer Cyclical
18.4%
Financial Services
17.8%
Consumer Defensive
12.5%
Technology
11.3%
Healthcare
10.9%
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 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