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

Whiteoak Capital Equity Saving Growth Direct Plan

NAV
₹11.1730
-0.82%
(19 Mar)
AUM
242 Cr
TER
0.78%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+10.7%
+10.7%
+7.7%
+7.5%
+5.1%
+4.2%
3Y
NA
+14.1%
+12.0%
+12.0%
+9.6%
+12.2%
5Y
NA
+11.7%
+10.2%
+10.0%
+8.2%
+11.2%
ALL
+11.5%
+9.8%
+11.4%
+9.5%
+7.6%
+9.5%
VOL
3.9%
6.3%
7.4%
4.8%
-
5.9%
TER
0.8%
0.7%
0.4%
0.6%
-
0.7%
AUM
₹242 Cr
₹780 Cr
₹1,901 Cr
₹1,270 Cr
-
₹1,182 Cr
INFO
2.98
1.55
1.54
2.00
-
1.62
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 28th Feb
Top holdings
Cash Offset For Derivatives
39.1%
HDFC Bank Ltd
7.6%
6.28% Gs 2032
5.9%
Clearing Corporation Of India Ltd
5.8%
Future on HDFC Bank Ltd
5.5%
ICICI Bank Ltd
4.5%
6.01% Gs 2030
2.7%
Nexus Select Trust Reits
2.4%
Future on Vodafone Idea Ltd
2.4%
Vodafone Idea Ltd
2.4%
Top industry exposure
Financial Services
25.4%
Consumer Cyclical
8.9%
Real Estate
8.2%
Technology
7.4%
Industrials
6.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 0.25% for redemption within 7 days
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