The investment objective of the Scheme is to seek to generate returns by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and by investing balance in debt and money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
The WhiteOak Capital Arbitrage Fund Regular Growth has an AUM of 1009.86 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.25% and an expense ratio of 1.11%. The minimum investment in WhiteOak Capital Arbitrage Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Low & Moderate respectively.
The top holdings of the fund include HDFC Bank, Vodafone Idea & Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Communications Services, Metal Mining & Auto & Truck Manufacturers.
Some of the similar funds are Baroda BNP Paribas Arbitrage Regular Growth, Sundaram Arbitrage Fund - Regular Plan - Growth, Bajaj Finserv Arbitrage Fund Regular Growth, WhiteOak Capital Arbitrage Fund Regular Growth, Franklin India Arbitrage Fund Regular Growth. WhiteOak Capital Arbitrage Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
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