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WhiteOak Capital Balanced Advantage Fund Regular Growth Offer Details

HybridDynamic Asset Allocation Or Balanced Advantage

10

Unit Price

03 Feb, 2023

Offer Close

5000

Min Amount

Investment Objective

The investment objective of WhiteOak Capital Balanced Advantage Fund Regular Growth is to provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. however,there can be no assurance that the investment objective of the scheme will be realized.. WhiteOak Capital Balanced Advantage Fund Regular Growth is very high risk. The new fund offer (NFO) period for WhiteOak Capital Balanced Advantage Fund Regular Growth is 2023-01-20 to 2023-02-03 with minimum investment amount of ₹ 5,000

WhiteOak Capital Balanced Advantage Fund Regular Growth NFO Details

NFO Open Date

20 Jan, 2023

Offer Close

03 Feb, 2023

Unit Price

₹ 10

Min. Amount

₹ 5,000

Entry Load

Not Applicable

Exit Load

1.0% if withdrawn within 1 Month(s)

Scheme Type

Hybrid

Fund Option

WhiteOak Capital Balanced Advantage Fund (G)

Benchmark

CRISIL Hybrid 50+50 - Moderate TR INR

Lock In Period

NIL

Fund Managers

Ramesh Mantri

Fund Manager

Trupti Agrawal

Fund Manager

Piyush Baranwal

Fund Manager

Start your investment

Investment Amount

₹ 5,000

Start Investing Now

About the AMC

WhiteOak Capital Asset Management Limited

WhiteOak Capital Asset Management Limited manages assets worth 2,125 crores and was set up on 21 April 2017. It's current offering of mutual fund schemes includes 25 debt funds.

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  • 022-40827600
  • clientservice@yesamc.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    WhiteOak Capital Tax Saver Fund (G)
    WhiteOak Capital Tax Saver Fund (G)

    -

    -2.6%

    -

    0.5%

    3.7%

    4.4%

    -

    -3.7%

    3.6%

    3.7%

    growth

    Core Mutual Fund Portfolio

    A scientifically curated portfolio of mutual funds designed to provide growth as per your goal requirements, while managing risk.

    • graph-icon-gray
      Indicative returns of 10-12% annually
    • graph-icon-gray
      Investment horizon of 1-3 Years
    • graph-icon-gray
      3 Years of lock-in
    • graph-icon-gray
      Short term goals such as buying a car or funding a vacation
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all yours investments
    Canara Robeco Bluechip Equity Fund (G)

    Canara Robeco Bluechip Equity Fund (G)

    Equity

    Large Cap

    Canara Robeco Emerging Equities fund (G)

    Canara Robeco Emerging Equities fund (G)

    Equity

    Large & Mid Cap

    Nippon India Value Fund (G)

    Nippon India Value Fund (G)

    Equity

    Value

    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Flexi Cap

    Why rely on hope when you can invest in the proven?

    Don't leave your investments to hope with NFOs. Invest in mutual funds with proven track records.

    Fund NameScripbox Opinion
    Till Date CAGR
    Canara Robeco Bluechip Equity Fund (G)
    Canara Robeco Bluechip Equity Fund (G)

    13.9%

    12.0%

    15.5%

    16.6%

    17.6%

    15.3%

    21.1%

    17.7%

    core mutual fund portfolio

    Core Mutual Fund Portfolio

    Invest in these funds with automated best practices like quarterly scans, updates & tax-optimised withdrawals

    • Inflation beating returns
    • Grow wealth, retirement, kids education
    • One click investing & tracking