Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Whiteoak Capital Balanced Advantage (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Cash Offset For Derivatives
7.5%
ICICI Bank Ltd
7.0%
7.1% Govt Stock 2034
6.6%
HDFC Bank Ltd
6.3%
Clearing Corporation Of India Ltd
3.1%
Net Receivables / (Payables)
2.9%
Kotak Mahindra Bank Ltd
2.5%
Upl Limited
2.2%
Shriram Transport Finance Company Limited - NCD & Bonds
2.2%
Hindalco Industries Ltd
2.1%
Top industry exposure
Financial Services
24.5%
Basic Materials
7.4%
Technology
7.0%
Industrials
6.2%
Consumer Cyclical
5.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
374%
Lock-in period
-
Exit load
• 1% for redemption within 30 days
Fund objective
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.