The primary objective of the Scheme to provide capital appreciation by investing in Equity & equity related instruments, Arbitrage opportunities, and Debt & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
The WhiteOak Capital Equity Savings Fund Regular Growth has an AUM of 224.90 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 2.08%. The minimum investment in WhiteOak Capital Equity Savings Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are - & - respectively.
The top holdings of the fund include HDFC Bank, ICICI Bank, State Bank of India & Reliance Industries.
The major sectors where the fund is invested are Regional Banks, Real Estate Operations, Computer Services & Software & Programming.
Some of the similar funds are Baroda BNP Paribas Equity Savings Fund Regular Growth, Invesco India Equity Savings Fund Regular Growth, Union Equity Savings Fund Regular Growth, PGIM India Equity Savings Fund Growth Option, WhiteOak Capital Equity Savings Fund Regular Growth. WhiteOak Capital Equity Savings Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
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