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 31st Mar
Top holdings
ICICI Bank Ltd
4.9%
HDFC Bank Ltd
4.9%
Clearing Corporation Of India Ltd
3.8%
Nexus Select Trust Reits
2.4%
Kotak Mahindra Bank Ltd
2.1%
Net Receivables / (Payables)
1.9%
Muthoot Finance Ltd
1.7%
Persistent Systems Ltd
1.6%
Max Financial Services Ltd
1.5%
Reliance Industries Ltd
1.4%
Top industry exposure
Financial Services
27.6%
Consumer Cyclical
11.8%
Industrials
11.7%
Healthcare
9.2%
Technology
9.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
165%
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.