To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the Scheme will be realized.
The WhiteOak Capital Balanced Advantage Fund Regular Growth has an AUM of 2130.44 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.02%. The minimum investment in WhiteOak Capital Balanced Advantage Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & High respectively.
The top holdings of the fund include ICICI Bank, HDFC Bank, Cigniti Technologies & Nexus Select Trust.
The major sectors where the fund is invested are Regional Banks, Computer Services, Software & Programming & Real Estate Operations.
Some of the similar funds are Bandhan Balanced Advantage Regular Growth, Sundaram Balanced Advantage Growth, Mirae Asset Balanced Advantage Fund Regular Growth, WhiteOak Capital Balanced Advantage Fund Regular Growth, Parag Parikh Dynamic Asset Allocation Fund Regular Growth. WhiteOak Capital Balanced Advantage Fund Regular Growth has a sharpe ratio of 0.93 & a standard deviation of 6.96%.
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