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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.5070
+0.24%
(20 Mar)
AUM
1,149 Cr
TER
0.67%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+8.3%
+8.1%
+8.1%
+7.5%
+4.0%
+1.4%
3Y
+17.8%
+18.0%
+18.7%
+18.6%
+17.8%
+13.3%
5Y
+13.8%
+14.8%
+17.6%
NA
+13.6%
+11.1%
ALL
+12.9%
+14.6%
+15.5%
+13.0%
+11.9%
+10.8%
VOL
15.6%
15.5%
16.6%
12.4%
16.6%
-
TER
0.9%
0.7%
0.7%
0.6%
0.9%
-
AUM
₹2,024 Cr
₹1,702 Cr
₹51,404 Cr
₹1,149 Cr
₹7,270 Cr
-
INFO
0.83
0.94
0.93
1.05
0.72
-
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 Large 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 28th Feb
Top holdings
ICICI Bank Ltd
9.8%
HDFC Bank Ltd
9.4%
Cash Offset For Derivatives
6.5%
Clearing Corporation Of India Ltd
4.8%
State Bank of India
3.9%
Mahindra & Mahindra Ltd
3.6%
Kotak Mahindra Bank Ltd
3.6%
Maruti Suzuki India Ltd
3.2%
Bharat Electronics Ltd
3.2%
Reliance Industries Ltd
3.1%
Top industry exposure
Financial Services
37.2%
Consumer Cyclical
13.4%
Basic Materials
7.4%
Industrials
6.7%
Healthcare
5.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
203%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in and managing a diversified portfolio of Large-Cap stocks.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Ashish Agrawal

FAQs