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WhiteOak Capital Balanced Advantage Fund
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Risk
Very High
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Rating
4.0
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Min SIP Amount
₹100
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Expense Ratio
2.25
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NAV
₹15.08
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Fund Started
20 Jan 2023
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Fund Size
₹2221.20 Cr
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Exit Load
-
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1 Year
-2.83%
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3 Year
8.97%
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5 Year
-
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Equity
65.63%
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Cash
9.22%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 7.08% |
HDFC Bank Ltd. | 4.00% |
Bharti Airtel Ltd. | 2.92% |
Nestle India Ltd. | 2.55% |
Coforge Ltd. | 2.51% |
Nifty 50 | 2.37% |
Eternal Ltd. | 1.97% |
Mahindra & Mahindra Ltd. | 1.96% |
State Bank of India | 1.93% |
Kotak Mahindra Bank Ltd. | 1.91% |
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Name
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Start Date
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Description
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.
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Launch Date
20 Jan 2023
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