Whiteoak Capital Equity Saving Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹500

Whiteoak Capital Equity Saving Growth Direct Plan

NAV
₹10.5260
-0.16%
(13 Jun)
AUM
53 Cr
TER
0.63%
Risk
Moderate Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+9.8%
+9.5%
+8.5%
+6.6%
+4.7%
NA
3Y
+13.8%
+14.9%
+14.2%
+11.1%
+14.2%
NA
5Y
+14.9%
+16.2%
+12.1%
+11.8%
+15.7%
NA
ALL
+12.5%
+10.2%
+10.5%
+8.0%
+9.9%
+5.3%
VOL
7.7%
5.9%
6.4%
-
6.4%
5.0%
TER
0.4%
0.7%
0.7%
-
0.7%
0.6%
AUM
₹1,442 Cr
₹1,049 Cr
₹414 Cr
-
₹655 Cr
₹53 Cr
INFO
1.63
1.72
1.66
-
1.56
1.06
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 Equity Saving (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 Apr
Top holdings
Cash Offset For Derivatives
39.8%
6.92% Govt Stock 2039
6.9%
6.79% Govt Stock 2034
6.4%
ICICI Bank Ltd
4.6%
7.1% Govt Stock 2034
4.0%
HDFC Bank Ltd
4.0%
India (Republic of)
3.8%
Infosys Ltd
3.5%
Bharti Airtel Ltd
3.3%
Infosys Limited
3.2%
Top industry exposure
Financial Services
18.2%
Technology
11.7%
Basic Materials
8.3%
Consumer Cyclical
7.3%
Communication Services
6.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
Fund manager(s)
Piyush Baranwal
Ashish Agarwal
Bhavin Patadia
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak

FAQs