WhiteOak Mutual Fund

WhiteOak Capital Quality Equity Fund Direct Plan Growth

₹ 9.66

NAV (Mar 06)

-4.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information

Investment Objective

The scheme seeks to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. There is no assurance that the investment objective of the Scheme will be achieved.

Expense Ratio
-
Launched <1Y
2025-01-29
AUM in Crores
-
ISIN
INF03VN01977
Lock-in (days)
No Lock-in
Benchmark
BSE Quality Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
-
Beta
-
Sharpe Ratio
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-02-19

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