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 IDCW Payout (DP)
₹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 Oct
Top holdings
Clearing Corporation Of India Ltd
3.6%
Max Financial Services Ltd
3.3%
Motilal Oswal Financial Services Ltd
3.3%
Persistent Systems Ltd
3.1%
Indian Hotels Co Ltd
2.8%
Max Healthcare Institute Ltd Ordinary Shares
2.6%
CG Power & Industrial Solutions Ltd
2.5%
PB Fintech Ltd
2.2%
The Federal Bank Ltd
2.2%
Sona BLW Precision Forgings Ltd
2.1%
Top industry exposure
Financial Services
25.6%
Industrials
13.2%
Consumer Cyclical
12.6%
Technology
12.4%
Healthcare
11.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
183%
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.