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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹15.7280
-0.76%
(2 Feb)
AUM
1,143 Cr
TER
0.59%
Risk
Very High Risk
Rating
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
+12.4%
+11.4%
+11.3%
+10.8%
+9.4%
+7.0%
3Y
+19.8%
+20.1%
+18.8%
+19.7%
+18.9%
+15.3%
5Y
NA
+20.7%
+16.1%
+17.3%
+15.7%
+13.0%
ALL
+15.7%
+16.1%
+13.5%
+15.3%
+12.4%
+11.8%
VOL
12.2%
16.6%
15.6%
15.5%
16.6%
-
TER
0.6%
0.7%
0.9%
0.7%
0.8%
-
AUM
₹1,143 Cr
₹50,876 Cr
₹2,051 Cr
₹1,718 Cr
₹7,285 Cr
-
INFO
1.29
0.97
0.87
0.99
0.75
-
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 Dec
Top holdings
HDFC Bank Ltd
9.4%
ICICI Bank Ltd
9.1%
Cash Offset For Derivatives
8.4%
Clearing Corporation Of India Ltd
6.1%
Mahindra & Mahindra Ltd
4.0%
State Bank of India
3.9%
Kotak Mahindra Bank Ltd
3.7%
Bharti Airtel Ltd
3.6%
Maruti Suzuki India Ltd
3.6%
Reliance Industries Ltd
3.4%
Top industry exposure
Financial Services
34.9%
Consumer Cyclical
14.2%
Communication Services
6.3%
Basic Materials
5.9%
Healthcare
5.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
211%
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