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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.1470
-0.32%
(3 Apr)
AUM
698 Cr
TER
0.68%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+14.6%
+9.8%
+6.6%
+6.0%
+4.1%
+4.1%
3Y
+17.5%
NA
+16.3%
+18.4%
+15.6%
+11.9%
5Y
+25.4%
NA
+28.1%
+30.1%
+27.1%
+24.5%
ALL
+12.7%
+16.0%
+15.8%
+16.3%
+14.1%
+13.6%
VOL
17.0%
12.5%
15.5%
16.9%
17.4%
-
TER
1.1%
0.7%
0.9%
0.7%
1.0%
-
AUM
₹4,600 Cr
₹698 Cr
₹60,177 Cr
₹34,212 Cr
₹33,913 Cr
-
INFO
0.75
1.28
1.02
0.96
0.81
-
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 Jan
Top holdings
ICICI Bank Ltd
9.3%
HDFC Bank Ltd
8.6%
Clearing Corporation Of India Ltd
5.3%
Bharti Airtel Ltd
4.3%
Tata Consultancy Services Ltd
4.0%
Zomato Ltd
3.7%
Mahindra & Mahindra Ltd
3.6%
Kotak Mahindra Bank Ltd
3.4%
Larsen & Toubro Ltd
2.9%
Reliance Industries Ltd
2.6%
Top industry exposure
Financial Services
33.7%
Consumer Cyclical
12.8%
Technology
10.6%
Industrials
8.5%
Healthcare
5.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
168%
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