- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Balanced Advantage Fund Direct Growth
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth
₹ 13.6
NAV (Apr 09)
15.286%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
View Less
Scripbox Recommended Equity Funds 
Want the equity funds that are right for your long term equity investment needs?Learn more
Scheme Information
Investment Objective
The scheme seeks to provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.
Expense Ratio | 0.73 % |
Launched 2Y ago | 2023-02-10 |
AUM in Crores | 1387.7 |
ISIN | INF03VN01738 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
16.06%Others
8.82%GOI
6.87%HDFC Bank Ltd.
5.49%Reliance Industries Ltd.
4.24%See all holdings
Allocation by Sector
Financial
21.38%Technology
6.69%Services
5.78%Healthcare
4.74%Energy
3.74%See all sectors
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 5,670 cr | ||
₹ 55,360 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
Frequently Asked Questions
Loading...