WhiteOak Capital Balanced Advantage Fund - Dir Growth
-
NAV
14.12
as on 23 Dec 2024
-
₹0.02 (0.17%)
Last Change
-
-
₹ 100
Min SIP -
₹ 500
Min Lumpsum -
0.52%
Expense Ratio -
1,273 Cr
Fund Size -
1 Years
Fund Age
Returns and Ranks ( as on 23 Dec 2024 )
- 1Y
- 3Y
- 5Y
- MAX
- Trailing Returns
- 19.61%
- -
- -
- 20.26
- 8.79Alpha
- 1.61SD
- 0.49Beta
- 2.56Sharpe
- Exit Load
- In respect of each purchase / switch-in of Units, an Exit Load of 1.00% is payable if Units are redeemed / switched-out within 1 month from the date of allotment. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.
Ramesh Mantri
moderate Moderate Moderately
High High Very
High
- Fund Name
- Fund Size - ₹ 1,273
- Fund Size - ₹ 95,570
- Fund Size - ₹ 926
- Fund Size - ₹ 8,850
- Fund Size - ₹ 60,534
WhiteOak Capital Mutual Fund
- AUM :
- 13,161Cr
- Address :
- Unit No. B4, 6th Floor, Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai-400025
- Contact :
- +91022 69187607
- Email ID :
- Clientservice@whiteoakamc.com
- Fund Name
- AUM - ₹ 319
-
- Debt
- Liquid Fund
- AUM - ₹ 273
-
- Hybrid
- Balanced Hybrid Fund
- AUM - ₹ 154
-
- Hybrid
- Multi Asset Allocation
- AUM - ₹ 1,053
-
- Hybrid
- Arbitrage Fund
- AUM - ₹ 134
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size - 35,313
-
- Equity
- Large Cap Fund
- Fund Size - 36,587
-
- Equity
- Large Cap Fund
- Fund Size - 63,938
-
- Equity
- Large Cap Fund
- Fund Size - 2,403
-
- Equity
- Large Cap Fund
- Fund Size - 495
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in WhiteOak Capital Balanced Advantage Fund - Dir Growth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for WhiteOak Capital Balanced Advantage Fund - Dir Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
WhiteOak Capital Balanced Advantage Fund - Dir Growth has delivered 23.77% since inception
The NAV of WhiteOak Capital Balanced Advantage Fund - Dir Growth is ₹13.519 as of 23 Dec 2024
The expense ratio of WhiteOak Capital Balanced Advantage Fund - Dir Growth is % as of 23 Dec 2024
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of WhiteOak Capital Balanced Advantage Fund - Dir Growth 975.82 CR as of 23 Dec 2024
The minimum SIP amount of WhiteOak Capital Balanced Advantage Fund - Dir Growth is 100
The top stock holdings of WhiteOak Capital Balanced Advantage Fund - Dir Growth are
- GSEC2034 - 7.46%
- HDFC Bank - 4.74%
- C C I - 3.75%
- ICICI Bank - 3.53%
- Reliance Industr - 3.14%
The top sectors WhiteOak Capital Balanced Advantage Fund - Dir Growth has invested in are
- Debt - 31.06%
- Banks - 10.58%
- Finance - 6.32%
- IT-Software - 4.77%
- Petroleum Products - 4.72%
How can I redeem my investments in WhiteOak Capital Balanced Advantage Fund - Dir Growth generated ?
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select WhiteOak Capital Balanced Advantage Fund - Dir Growth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Balanced Advantage Fund - Dir Growth based on your investment objective and risk tolerance