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

Whiteoak Capital Large Cap IDCW Reinvest Direct Plan

NAV
₹13.8670
+0.39%
(28 Jan)
AUM
686 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 below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.4%
+13.4%
+13.4%
+9.0%
+8.6%
+8.6%
3Y
NA
+19.5%
+19.5%
+12.2%
+16.6%
+16.6%
5Y
NA
+18.7%
+18.7%
+14.9%
+16.6%
+16.6%
ALL
+16.1%
+16.1%
+16.1%
+13.9%
+14.0%
+14.0%
VOL
12.5%
18.1%
18.1%
-
20.0%
20.0%
TER
0.6%
0.7%
0.7%
-
1.0%
1.0%
AUM
₹686 Cr
₹35,700 Cr
₹35,700 Cr
-
₹35,975 Cr
₹35,975 Cr
INFO
1.29
0.89
0.89
-
0.70
0.70
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 IDCW Reinvest (DR)
₹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 Dec
Top holdings
ICICI Bank Ltd
8.9%
HDFC Bank Ltd
8.3%
Bharti Airtel Ltd
4.1%
Tata Consultancy Services Ltd
3.5%
Mahindra & Mahindra Ltd
3.4%
Clearing Corporation Of India Ltd
3.0%
Zomato Ltd
2.9%
Larsen & Toubro Ltd
2.7%
Nestle India Ltd
2.7%
Power Grid Corp Of India Ltd
2.5%
Top industry exposure
Financial Services
33.1%
Consumer Cyclical
12.1%
Industrials
8.4%
Technology
8.2%
Healthcare
7.4%
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
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
Naitik Shah

FAQs