The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is no assurance that the investment objective of the Scheme will be realized.
The WhiteOak Capital Balanced Hybrid Fund Regular Growth has an AUM of 268.86 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 2.12%. The minimum investment in WhiteOak Capital Balanced Hybrid 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.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Auto & Truck Manufacturers & Consumer Financial Services.
Some of the similar funds are UTI Unit Linked Insurance, 360 ONE Balanced Hybrid Fund Regular Growth, WhiteOak Capital Balanced Hybrid Fund Regular Growth. WhiteOak Capital Balanced Hybrid Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
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