Compare WhiteOak Capital Equity Savings Fund vs UTI Equity Savings Fund
Risk
Moderate
NA
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
3.54
1.72
NAV
₹11.44
₹20.12
Fund Started
25 Feb 2025
10 Aug 2018
Fund Size
₹228.72 Cr
₹820.50 Cr
Exit Load
-
Exit load of 1%, if redeemed within 30 days.
1 Year
8.65%
4.40%
3 Year
-
9.47%
5 Year
-
9.14%
Equity
21.49%
33.79%
Cash
52.54%
43.65%
Top 10 Holdings
HDFC Bank Ltd. | 7.13% |
ICICI Bank Ltd. | 4.17% |
Bharti Airtel Ltd. | 3.95% |
State Bank of India | 3.05% |
Axis Bank Ltd. | 2.87% |
SBI Life Insurance Company Ltd. | 2.41% |
Maruti Suzuki India Ltd. | 2.40% |
Reliance Industries Ltd. | 2.18% |
TVS Motor Company Ltd. | 2.14% |
Vodafone Idea Ltd. | 2.05% |
Axis Bank Ltd. | 5.86% |
HDFC Bank Ltd. | 4.16% |
Mahindra & Mahindra Ltd. | 3.41% |
Bharti Airtel Ltd. | 3.31% |
State Bank of India | 3.22% |
Grasim Industries Ltd. | 3.09% |
Kotak Mahindra Bank Ltd. | 2.77% |
Maruti Suzuki India Ltd. | 2.46% |
Larsen & Toubro Ltd. | 2.23% |
ICICI Bank Ltd. | 2.18% |
Name
-
-
Start Date
-
-
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
