Compare WhiteOak Capital Equity Savings Fund vs UTI Equity Savings Fund
Risk
Moderate
NA
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.36
1.72
NAV
₹11.39
₹19.95
Fund Started
25 Feb 2025
10 Aug 2018
Fund Size
₹242.08 Cr
₹820.50 Cr
Exit Load
-
Exit load of 1%, if redeemed within 30 days.
1 Year
6.82%
2.53%
3 Year
-
8.80%
5 Year
-
8.46%
Equity
19.05%
34.38%
Cash
59.05%
43.87%
Top 10 Holdings
HDFC Bank Ltd. | 7.10% |
ICICI Bank Ltd. | 5.09% |
Bharti Airtel Ltd. | 4.09% |
Vodafone Idea Ltd. | 3.38% |
State Bank of India | 3.09% |
Axis Bank Ltd. | 2.54% |
Maruti Suzuki India Ltd. | 2.35% |
SBI Life Insurance Company Ltd. | 2.17% |
TVS Motor Company Ltd. | 2.10% |
Kotak Mahindra Bank Ltd. | 2.09% |
Axis Bank Ltd. | 5.19% |
HDFC Bank Ltd. | 4.01% |
Mahindra & Mahindra Ltd. | 3.43% |
State Bank of India | 3.38% |
Bharti Airtel Ltd. | 3.36% |
Grasim Industries Ltd. | 3.24% |
Kotak Mahindra Bank Ltd. | 2.89% |
Maruti Suzuki India Ltd. | 2.56% |
Larsen & Toubro Ltd. | 2.46% |
ICICI Bank Ltd. | 2.19% |
Name
-
-
Start Date
-
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Description
The scheme seeks to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments.
The Scheme seeks to provide capital appreciation and income distribution to the investors using arbitrage opportunities, investment in equity / equity related instruments and debt / money market instruments.
Launch Date
25 Feb 2025
10 Aug 2018
