Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Flexi 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
6.3%
Clearing Corporation Of India Ltd
5.4%
ICICI Bank Ltd
4.9%
ICICI Securities Ltd
3.3%
Bharti Airtel Ltd
2.4%
Mahindra & Mahindra Ltd
2.2%
Nexus Select Trust Reits
2.1%
Larsen & Toubro Ltd
2.0%
Persistent Systems Ltd
2.0%
Motilal Oswal Financial Services Ltd
1.8%
Top industry exposure
Financial Services
30.0%
Technology
12.0%
Consumer Cyclical
10.6%
Industrials
10.3%
Healthcare
8.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
143%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
To generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.