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

Whiteoak Capital Large & Mid Cap Growth Direct Plan

NAV
₹12.7060
-2.88%
(19 Mar)
AUM
2,106 Cr
TER
0.62%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+9.9%
+7.4%
+7.1%
+6.9%
+6.0%
+3.2%
3Y
+24.3%
NA
+22.9%
+23.2%
+21.0%
+16.9%
5Y
+20.4%
NA
+19.0%
+17.1%
+17.4%
+14.6%
ALL
+21.0%
+11.3%
+15.3%
+16.8%
+14.2%
+12.1%
VOL
19.4%
14.7%
15.8%
15.7%
15.4%
-
TER
0.8%
0.6%
0.5%
0.6%
0.9%
-
AUM
₹15,017 Cr
₹2,106 Cr
₹14,780 Cr
₹9,392 Cr
₹5,724 Cr
-
INFO
1.08
0.77
0.96
1.07
0.92
-
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 & Mid 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 28th Feb
Top holdings
Cash Offset For Derivatives
7.9%
ICICI Bank Ltd
5.9%
Clearing Corporation Of India Ltd
5.6%
HDFC Bank Ltd
4.4%
Max Financial Services Ltd
2.7%
State Bank of India
2.3%
The Federal Bank Limited
2.2%
Nestle India Ltd
2.1%
Eternal Ltd
2.1%
Reliance Industries Ltd
2.0%
Top industry exposure
Financial Services
29.7%
Consumer Cyclical
10.9%
Healthcare
9.5%
Industrials
8.5%
Basic Materials
7.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
230%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs