WhiteOak Capital Quality Equity Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.00
• Std Deviation 0.00%
• Tracking Error 0.00%

The objective of the Scheme is to provide long term capital appreciation by constructing a diversified investment portfolio based on the quality factor theme to provide investors with exposure to companies having strong fundamentals and sustainable competitive advantages, i.e., companies which exhibit long term stability as they may lead to more predictable returns, less volatility, strong management and sustainable growth. There is no assurance that the investment objective of the Scheme will be achieved.

The WhiteOak Capital Quality Equity Fund Regular Growth has an AUM of 638.49 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 2.35%. The minimum investment in WhiteOak Capital Quality Equity Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Low respectively.

The top holdings of the fund include Nestle India, ICICI Bank, Mahindra & Mahindra Ltd & HDFC Bank.

The major sectors where the fund is invested are Personal & Household Prods., Regional Banks, Software & Programming & Auto & Truck Manufacturers.

Some of the similar funds are Bandhan Transportation and Logistics Fund Regular Growth, Baroda BNP Paribas Business Cycle Fund Regular Growth, Invesco India Manufacturing Fund Regular Growth, WhiteOak Capital Quality Equity Fund Regular Growth, Quant Manufacturing Fund Regular Growth. WhiteOak Capital Quality Equity Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.