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

Whiteoak Capital Large Cap Growth Direct Plan

NAV
₹14.0870
+1.59%
(29 Jan)
AUM
686 Cr
TER
0.64%
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
+16.9%
+15.9%
+12.3%
+11.6%
+9.5%
+7.6%
3Y
+15.8%
NA
+18.8%
+15.8%
+12.4%
+15.9%
5Y
+14.4%
NA
+18.7%
+18.1%
+15.1%
+16.9%
ALL
+12.5%
+16.3%
+16.3%
+15.8%
+13.8%
+14.2%
VOL
17.0%
12.5%
17.0%
15.5%
-
17.4%
TER
1.1%
0.6%
0.7%
0.9%
-
1.0%
AUM
₹4,504 Cr
₹686 Cr
₹35,700 Cr
₹63,264 Cr
-
₹35,975 Cr
INFO
0.74
1.31
0.96
1.02
-
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 Dec
Top holdings
ICICI Bank Ltd
8.9%
HDFC Bank Ltd
8.3%
Bharti Airtel Ltd
4.1%
Tata Consultancy Services Ltd
3.5%
Mahindra & Mahindra Ltd
3.4%
Clearing Corporation Of India Ltd
3.0%
Zomato Ltd
2.9%
Larsen & Toubro Ltd
2.7%
Nestle India Ltd
2.7%
Power Grid Corp Of India Ltd
2.5%
Top industry exposure
Financial Services
33.1%
Consumer Cyclical
12.1%
Industrials
8.4%
Technology
8.2%
Healthcare
7.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
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
Naitik Shah

FAQs