Whiteoak Capital Large Cap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.7020
-0.94%
(8 May)
AUM
777 Cr
TER
0.64%
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
+14.8%
+14.3%
+10.5%
+9.5%
+8.2%
+7.3%
3Y
+21.6%
NA
+20.4%
+19.2%
+22.4%
+15.8%
5Y
+23.5%
NA
+26.1%
+23.8%
+28.6%
+22.3%
ALL
+12.9%
+17.6%
+16.1%
+15.7%
+16.4%
+14.0%
VOL
17.0%
12.9%
15.5%
15.7%
17.0%
-
TER
1.1%
0.6%
0.9%
0.8%
0.7%
-
AUM
₹5,070 Cr
₹777 Cr
₹64,963 Cr
₹1,329 Cr
₹37,546 Cr
-
INFO
0.76
1.37
1.04
1.00
0.97
-
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 Large Cap (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 Mar
Top holdings
ICICI Bank Ltd
9.5%
HDFC Bank Ltd
9.4%
Net Receivables / (Payables)
4.6%
Kotak Mahindra Bank Ltd
4.4%
Mahindra & Mahindra Ltd
3.4%
Tata Consultancy Services Ltd
3.4%
Bharti Airtel Ltd
3.3%
Larsen & Toubro Ltd
2.9%
Reliance Industries Ltd
2.6%
Nestle India Ltd
2.4%
Top industry exposure
Financial Services
34.2%
Industrials
9.1%
Technology
8.7%
Consumer Cyclical
8.6%
Communication Services
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
181%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs