Compare WhiteOak Capital Aggressive Hybrid Fund vs SBI Children's Fund - Investment Plan
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
-
1.92
NAV
-
₹50.34
Fund Started
08 Jun 2026
08 Sep 2020
Fund Size
-
₹6114.10 Cr
Exit Load
-
With respect to units not subject to lock-in period and the holding period is less than
3 years: Exit load of 3% if redeemed within 1 year, 2% if redeemed after 1 year but within 2 year, 1% if redeemed after 2 year but within 3 year.
1 Year
-
15.94%
3 Year
-
22.12%
5 Year
-
23.66%
Equity
0.00%
80.71%
Cash
0.00%
19.13%
Top 10 Holdings
-
Alphabet Inc Class A | 7.79% |
State Bank of India | 6.29% |
Thangamayil Jewellery Ltd. | 4.80% |
Hatsun Agro Product Ltd. | 4.36% |
Adani Power Ltd. | 4.10% |
Muthoot Finance Ltd. | 3.92% |
Aether Industries Ltd. | 3.64% |
Aequs Ltd. | 3.38% |
Privi Speciality Chemicals Ltd. | 3.36% |
Ather Energy Ltd. | 3.33% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide capital appreciation by investing in equity & equity related instruments and stability through debt investment. There is no assurance that the investment objective of the Scheme will be achieved.
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies across sectors and market capitalizations. The scheme will also invest in debt and money market instruments with an endeavour to generate income.
Launch Date
08 Jun 2026
08 Sep 2020
