Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Multi 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 28th Feb
Top holdings
HDFC Bank Ltd
4.6%
ICICI Bank Ltd
3.3%
Clearing Corporation Of India Ltd
3.2%
Zomato Ltd
2.6%
ICICI Securities Ltd
2.3%
Nexus Select Trust Reits
2.1%
Kotak Mahindra Bank Ltd
2.0%
Muthoot Finance Ltd
1.7%
Max Financial Services Ltd
1.5%
Mahindra & Mahindra Ltd
1.4%
Top industry exposure
Financial Services
29.3%
Consumer Cyclical
13.7%
Industrials
10.1%
Technology
9.6%
Healthcare
9.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
155%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
The primary objective of the Scheme is to provide long-term capital appreciation / income by investing across market capitalisations and managing a diversified portfolio of Large Cap, Mid Cap and Small Cap Stock. However, there can be no assurance that the investment objective of the Scheme will be realized.