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

Whiteoak Capital Large & Mid Cap Growth Direct Plan

NAV
₹12.0130
+2.12%
(29 Jan)
AUM
1,571 Cr
TER
0.39%
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
+20.4%
+18.3%
+17.0%
+15.7%
+12.6%
+8.1%
3Y
+21.5%
+20.1%
+21.6%
NA
+15.7%
+20.6%
5Y
+22.9%
+22.9%
+21.8%
NA
+18.6%
+24.5%
ALL
+23.9%
+16.8%
+16.1%
+15.9%
+15.3%
+19.5%
VOL
19.3%
15.5%
16.1%
15.6%
-
16.8%
TER
0.5%
0.8%
0.6%
0.4%
-
0.6%
AUM
₹9,001 Cr
₹17,680 Cr
₹7,641 Cr
₹1,571 Cr
-
₹3,658 Cr
INFO
1.23
1.08
1.00
1.02
-
1.16
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 & Mid 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
5.3%
HDFC Bank Ltd
5.2%
Clearing Corporation Of India Ltd
3.7%
ICICI Securities Ltd
2.3%
Nestle India Ltd
2.0%
Persistent Systems Ltd
1.9%
Reliance Industries Ltd
1.9%
Indian Hotels Co Ltd
1.8%
Motilal Oswal Financial Services Ltd
1.7%
Bharti Airtel Ltd
1.7%
Top industry exposure
Financial Services
31.4%
Industrials
10.3%
Technology
10.3%
Consumer Cyclical
10.2%
Healthcare
8.5%
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
The primary objective of the scheme is to generate long term capital appreciation by investing in and managing a diversified portfolio of equity and equity related instruments of large and mid cap companies. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.
Fund manager(s)
Piyush Baranwal
Ramesh Mantri
Trupti Agrawal
Dheeresh Pathak
Naitik Shah

FAQs