WhiteOak Capital Balanced Advantage Fund Regular Plan Growth - Investment Information

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₹13.69 (0.03%)
Current NAV 24-12-2024
17.7%
Returns
Min. SIP ₹100

Min. Investment ₹500

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Overview Returns Risk Portfolio Investment Details

Fund Suitability Test

Investment Objective

The Scheme intends to generate long-term capital appreciation and income generation by investing in a dynamically managed portfolio of equity & equity related instruments and fixed income and money market instruments.

Basic Details

Key Information About Investing Details.

CategoryDynamic Asset Allocation
KRACAMS
Inv. PlanGrowth
Launched In10-Feb-23
BenchmarkCRISIL Hybrid 50+50 Moderate Index
Fund TypeOpen Ended
Fund HouseWhiteOak Capital Mutual Fund

Investment Details

Check the Fund’s General Information

Fund size1222.01 Cr.
Min. Investment₹500
Min. Sip Inv.₹100
Min. Addl Inv.₹500
Expense Ratio2.12%
Turn over0.0%
Exit LoadWhiteOak Capital Balanced Advantage Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges.

Fund Managers

Details of Managers and their Experience

Piyush Baranwal

Fund Manage : 9

Total AUM. : ₹5,379 Cr.

Ramesh Mantri

Fund Manage : 10

Total AUM. : ₹0 Cr.

Trupti Agrawal

Fund Manage : 7

Total AUM. : ₹0 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

AMCWhiteOak Capital Mutual Fund
Emailcustomerservice@whiteoakamc.com
Office No022-6918 7607
Websitehttps://mf.whiteoakamc.com
AddressUnit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi Mumbai 400025

Is this right fund for you?

1/3

What is your investing style?

Aggressive
Quality
Conservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.