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WhiteOak Capital Balanced Advantage Fund Regular Plan Growth - Investment Information
- Hybrid
- Dynamic Asset Allocation
- Very High
-
₹13.51
(0.99%)
Current NAV 22-11-2024
-
20.9%
Returns
-
Min. SIP ₹100
Min. Investment ₹500
Fund Suitability Test
Investment Objective
The scheme seeks to provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities.
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 size1044.09 Cr.
- Min. Investment₹ 500
- Min. Sip Inv.₹ 100
- Min. Addl Inv.₹ 500
- Expense Ratio2.16%
- Turn over0.0%
- Exit LoadExit load of 1%, if redeemed within 1 month.
Fund Managers
Details of Managers and their Experience
Fund Manage : 9
Total AUM. : ₹5,379 Cr.
Fund Manage : 10
Total AUM. : ₹0 Cr.
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
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Chat with usFrequently 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.