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 Oct
Top holdings
HDFC Bank Ltd
4.1%
ICICI Bank Ltd
3.5%
ICICI Securities Ltd
2.7%
Zomato Ltd
2.3%
Clearing Corporation Of India Ltd
2.2%
Nexus Select Trust Reits
2.0%
Motilal Oswal Financial Services Ltd
1.8%
Persistent Systems Ltd
1.4%
State Bank of India
1.4%
Max Financial Services Ltd
1.4%
Top industry exposure
Financial Services
30.1%
Industrials
12.7%
Consumer Cyclical
12.3%
Technology
10.1%
Healthcare
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
128%
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.