Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital 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 30th Sep
Top holdings
Clearing Corporation Of India Ltd
4.6%
Muthoot Finance Ltd
3.6%
Max Financial Services Ltd
3.3%
Bharti Hexacom Ltd
3.2%
Fortis Healthcare Ltd
3.1%
Persistent Systems Ltd
2.9%
Phoenix Mills Ltd
2.8%
Coforge Ltd
2.5%
The Federal Bank Ltd
2.5%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.3%
Industrials
15.2%
Healthcare
13.7%
Technology
10.4%
Consumer Cyclical
9.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
241%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to seek to generate capital appreciation by actively investing in and managing a diversified portfolio primarily composed of mid-cap stocks. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.