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 29th Feb
Top holdings
Cash Offset For Derivatives
15.3%
7.18% Govt Stock 2033
8.4%
Clearing Corporation Of India Ltd
7.5%
Reliance Industries Ltd
5.0%
ICICI Bank Ltd
5.0%
7.18% Govt Stock 2037
4.7%
HDFC Bank Ltd
4.0%
National Bank For Agriculture And Rural Development - NCD & Bonds
3.4%
Larsen & Toubro Ltd
3.4%
Future on Reliance Industries Ltd
3.3%
Top industry exposure
Financial Services
21.5%
Industrials
8.8%
Consumer Cyclical
7.1%
Technology
6.8%
Energy
5.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
304%
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.