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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.5360
+0.30%
(19 Aug)
AUM
991 Cr
TER
0.53%
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
+6.3%
+5.5%
+4.8%
+4.6%
+3.2%
+1.0%
3Y
NA
+20.2%
+18.2%
+18.5%
+17.2%
+14.4%
5Y
NA
+25.2%
+19.7%
+22.4%
+20.5%
+18.6%
ALL
+17.5%
+16.5%
+12.7%
+16.0%
+15.7%
+13.1%
VOL
12.8%
16.9%
16.8%
15.4%
15.7%
-
TER
0.5%
0.7%
0.9%
0.8%
0.7%
-
AUM
₹991 Cr
₹44,165 Cr
₹6,399 Cr
₹71,788 Cr
₹1,528 Cr
-
INFO
1.37
0.98
0.76
1.04
1.00
-
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 31st Jul
Top holdings
ICICI Bank Ltd
9.9%
HDFC Bank Ltd
9.7%
Clearing Corporation Of India Ltd
5.2%
Mahindra & Mahindra Ltd
3.8%
Kotak Mahindra Bank Ltd
3.6%
Bharti Airtel Ltd
3.5%
State Bank of India
3.5%
Eternal Ltd
3.3%
Reliance Industries Ltd
2.9%
Larsen & Toubro Ltd
2.8%
Top industry exposure
Financial Services
33.6%
Consumer Cyclical
11.0%
Industrials
9.7%
Technology
7.9%
Communication Services
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
214%
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