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WhiteOak Capital Balanced Hybrid Fund
HybridBalanced Hybrid
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Risk
Very High
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Rating
-
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Min SIP Amount
₹100
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Expense Ratio
2.25
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NAV
₹13.53
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Fund Started
05 Oct 2023
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Fund Size
₹293.88 Cr
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Exit Load
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1 Year
-2.33%
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3 Year
-
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5 Year
-
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Equity
51.79%
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Cash
6.42%
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Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.19% |
HDFC Bank Ltd. | 2.74% |
Bharti Airtel Ltd. | 2.35% |
Nestle India Ltd. | 1.77% |
Eternal Ltd. | 1.66% |
Mahindra & Mahindra Ltd. | 1.56% |
State Bank of India | 1.47% |
Kotak Mahindra Bank Ltd. | 1.39% |
Reliance Industries Ltd. | 1.34% |
Titan Company Ltd. | 1.17% |
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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 by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities.
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Launch Date
05 Oct 2023
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