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

Whiteoak Capital Multi Cap Growth Direct Plan

NAV
₹15.9050
+0.31%
(18 Sep)
AUM
2,262 Cr
TER
0.45%
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
+6.8%
+1.5%
+1.1%
-0.9%
-1.0%
-2.4%
3Y
NA
+24.0%
+24.0%
+19.3%
+24.9%
+22.9%
5Y
NA
+30.5%
NA
+24.0%
NA
NA
ALL
+26.1%
+17.2%
+18.9%
+14.6%
+20.1%
+20.3%
VOL
15.0%
17.0%
13.8%
-
15.6%
14.7%
TER
0.5%
0.7%
0.6%
-
0.4%
0.7%
AUM
₹2,262 Cr
₹46,216 Cr
₹8,329 Cr
-
₹19,227 Cr
₹18,271 Cr
INFO
1.74
1.02
1.37
-
1.29
1.38
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 Multi 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 Aug
Top holdings
ICICI Bank Ltd
5.1%
Clearing Corporation Of India Ltd
4.7%
HDFC Bank Ltd
4.2%
Eternal Ltd
2.2%
Mahindra & Mahindra Ltd
1.8%
Max Financial Services Ltd
1.7%
Nexus Select Trust Reits
1.6%
Bharti Hexacom Ltd
1.6%
State Bank of India
1.6%
Persistent Systems Ltd
1.5%
Top industry exposure
Financial Services
27.6%
Consumer Cyclical
13.3%
Industrials
13.1%
Healthcare
11.4%
Technology
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
195%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs