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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.1620
-0.58%
(13 Jun)
AUM
925 Cr
TER
0.55%
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
+12.9%
+9.7%
+8.9%
+8.1%
+4.5%
-3.3%
3Y
+23.0%
+21.6%
NA
+24.7%
+18.8%
+21.9%
5Y
+22.5%
+23.4%
NA
+27.9%
+21.4%
+22.5%
ALL
+13.0%
+16.0%
+17.9%
+16.7%
+13.9%
+16.0%
VOL
16.9%
15.7%
13.0%
16.9%
-
17.8%
TER
1.0%
0.8%
0.6%
0.7%
-
0.3%
AUM
₹6,036 Cr
₹1,488 Cr
₹925 Cr
₹39,677 Cr
-
₹550 Cr
INFO
0.77
1.01
1.38
0.99
-
0.90
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 30th Apr
Top holdings
ICICI Bank Ltd
9.6%
HDFC Bank Ltd
9.4%
Kotak Mahindra Bank Ltd
4.3%
Mahindra & Mahindra Ltd
3.3%
Bharti Airtel Ltd
3.3%
Reliance Industries Ltd
3.1%
Clearing Corporation Of India Ltd
2.9%
Tata Consultancy Services Ltd
2.9%
Axis Bank Ltd
2.6%
Larsen & Toubro Ltd
2.5%
Top industry exposure
Financial Services
36.7%
Consumer Cyclical
9.4%
Industrials
9.1%
Technology
7.9%
Communication Services
6.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
204%
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