WhiteOak Capital Balanced Advantage Fund
500
Min SIP
500
Min Lumpsum
0.71 %
Expense Ratio
Rating
359
Fund Size (in Cr)
4 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 4.4% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
H D F C
Nestle India
Hind. Unilever
Maruti Suzuki
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment. |
|---|
Fund Objective
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.
Fund Managers
Ramesh Mantri
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- 54,412
-
19.5%Fund Size - 54,412
-
29.3%Fund Size - 54,412
-
13.9%Fund Size - 54,412
-
- 8,906
-
11.8%Fund Size - 8,906
-
19%Fund Size - 8,906
-
12.3%Fund Size - 8,906
-
- 6,711
-
12.3%Fund Size - 6,711
-
18.7%Fund Size - 6,711
-
10.3%Fund Size - 6,711
-
- 45,584
-
10.9%Fund Size - 45,584
-
18.4%Fund Size - 45,584
-
10.8%Fund Size - 45,584
-
- 6,357
-
12%Fund Size - 6,357
-
18.1%Fund Size - 6,357
-
10.6%Fund Size - 6,357
AMC Contact Details
WhiteOak Capital Mutual Fund
AUM:
2,361 Cr
Address:
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com
Frequently Asked Questions
How to invest in WhiteOak Capital Balanced Advantage Fund ?
You can invest in WhiteOak Capital Balanced Advantage Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for WhiteOak Capital Balanced Advantage Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of WhiteOak Capital Balanced Advantage Fund ?
The NAV of WhiteOak Capital Balanced Advantage Fund is ₹10.4 as of 26 May 2023.
How to redeem WhiteOak Capital Balanced Advantage Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of WhiteOak Capital Balanced Advantage Fund?
The minimum SIP amount of WhiteOak Capital Balanced Advantage Fund is ₹500
What are the top sectors WhiteOak Capital Balanced Advantage Fund has invested in??
The top sectors WhiteOak Capital Balanced Advantage Fund has invested in are
- ICICI Bank - 5.65%
- H D F C - 5.17%
- Nestle India - 3.12%
- Hind. Unilever - 2.85%
- Maruti Suzuki - 2.72%
How much returns have WhiteOak Capital Balanced Advantage Fund generated ?
The WhiteOak Capital Balanced Advantage Fund has delivered 4.4% since inception
What is the expense ratio of WhiteOak Capital Balanced Advantage Fund ?
The expense ratio of WhiteOak Capital Balanced Advantage Fund is 0.71 % as of 26 May 2023.
What is the AUM of WhiteOak Capital Balanced Advantage Fund?
The AUM of WhiteOak Capital Balanced Advantage Fund is ₹2,361 Cr as of 26 May 2023
What are the top stock holdings of WhiteOak Capital Balanced Advantage Fund?
The top stock holdings of WhiteOak Capital Balanced Advantage Fund are
- ICICI Bank - 5.65%
- H D F C - 5.17%
- Nestle India - 3.12%
- Hind. Unilever - 2.85%
- Maruti Suzuki - 2.72%