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Scheme Information
WhiteOak Capital Balanced Advtg Reg Gr
as of 27 Apr 2026, 04:29 AM
Scheme Asset Size₹2004.90 Cr
Expense Ratio2.06%
Cash Holding8.38624%
Fund TypeOpen-End
PlanGrowth
BenchmarkCRISIL Hybrid 50+50 - Moderate TR INR
Launch Date2023-02-10
Exit LoadExit load of 1.00% for investments if redeemed within 30 Days
SIP Calculator
12%
₹5,000
₹500₹10,00,000
10 Years
1 Year40 Years
Invested Amount
Estimated Return
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Invested Amount
Estimated Return
Scheme Ratings
3
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months 6.82%
In the last 3 months -0.42%
In the last 6 months -2.84%
In the last 1 Years 2.28%
In the last 3 Years 0.43%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial Services | E | 6.59% |
| HDFC Bank Ltd | Financial Services | E | 4.82% |
| Bharti Airtel Ltd | Communication Services | E | 3.53% |
| Nexus Select Trust Reits | Real Estate | ER | 2.75% |
| Embassy Office Parks REIT | Real Estate | ER | 2.55% |
| Punjab National Bank | - | BD | 2.41% |
| Cigniti Technologies Ltd | Technology | E | 2.41% |
| Reliance Industries Ltd | Energy | E | 2.18% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 2.09% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.88% |
| Bharat Electronics Ltd | Industrials | E | 1.80% |
| Eternal Ltd | Consumer Cyclical | E | 1.72% |
| Nestle India Ltd | Consumer Defensive | E | 1.72% |
| Future on Coforge Ltd | - | DG | 1.68% |
| State Bank of India | Financial Services | E | 1.60% |
| Nifty | - | DG | 1.57% |
| 7.02% Govt Stock 2031 | - | BT | 1.54% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 1.53% |
| Bajaj Finance Limited | - | B | 1.48% |
| National Bank For Agriculture And Rural Development | - | B | 1.24% |
| Titan Co Ltd | Consumer Cyclical | E | 1.24% |
| Muthoot Finance Limited | - | B | 1.23% |
| Infosys Ltd | Technology | E | 1.22% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 1.18% |
| 6.28% Govt Stock 2032 | - | BT | 1.10% |
| Axis Bank Ltd | Financial Services | E | 1.03% |
| Tbill | - | BT | 0.99% |
| National Bank For Agriculture And Rural Development | - | B | 0.99% |
| HDFC Bank Ltd. | - | B | 0.96% |
| Persistent Systems Limited | - | DG | 0.92% |
| Oil & Natural Gas Corp Ltd | Energy | E | 0.89% |
| Muthoot Finance Ltd | Financial Services | E | 0.89% |
| LIC Housing Finance Ltd | - | B | 0.88% |
| Tata Consultancy Services Ltd | Technology | E | 0.85% |
| Hindalco Industries Ltd | Basic Materials | E | 0.82% |
| NTPC Ltd | Utilities | E | 0.80% |
| Future on Cholamandalam Investment and Finance Co Ltd | - | DG | 0.80% |
| Power Grid Corp Of India Ltd | Utilities | E | 0.76% |
| Muthoot Finance Limited | - | B | 0.76% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.75% |
| LIC Housing Finance Ltd | - | B | 0.75% |
| National Housing Bank | - | B | 0.75% |
| Power Finance Corporation Limited | - | B | 0.75% |
| Larsen & Toubro Ltd | Industrials | E | 0.74% |
| 28/05/2026 Maturing 182 DTB | - | BT | 0.74% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.72% |
| 6.54% Govt Stock 2032 | - | BT | 0.66% |
| Tata Steel Ltd | Basic Materials | E | 0.65% |
| Grasim Industries Ltd | - | B | 0.65% |
| Small Industries Development Bank Of India | - | B | 0.64% |
| Future on Bharti Airtel Ltd | - | DG | 0.62% |
| Pidilite Industries Ltd | Basic Materials | E | 0.61% |
| SBI Life Insurance Co Ltd | Financial Services | E | 0.60% |
| 6.68% Govt Stock 2040 | - | BT | 0.60% |
| Godrej Consumer Products Ltd | Consumer Defensive | E | 0.59% |
| Tbill | - | BT | 0.57% |
| Aadhar Housing Finance Ltd | Financial Services | E | 0.56% |
| Max Financial Services Ltd | Financial Services | E | 0.56% |
| Vedanta Ltd | Basic Materials | E | 0.56% |
| Max Healthcare Institute Ltd Ordinary Shares | Healthcare | E | 0.53% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 0.53% |
| Bajaj Finance Ltd | Financial Services | E | 0.52% |
| Bajaj Finserv Ltd | Financial Services | E | 0.52% |
| Cummins India Ltd | Industrials | E | 0.51% |
| Ambuja Cements Ltd | Basic Materials | E | 0.51% |
| Asian Paints Ltd | Basic Materials | E | 0.51% |
| Godrej Industries Limited | - | B | 0.50% |
| National Bank For Agriculture And Rural Development | - | B | 0.50% |
| Rec Limited | - | B | 0.50% |
| Future on HDFC Bank Ltd | - | DG | 0.49% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 0.49% |
| Indian Railway Finance Corporation Limited | - | B | 0.48% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.48% |
| Tech Mahindra Ltd | Technology | E | 0.48% |
| Future on ICICI Bank Ltd | - | DG | 0.47% |
| Power Finance Corp Ltd | Financial Services | E | 0.45% |
| InterGlobe Aviation Ltd | Industrials | E | 0.44% |
| National Aluminium Co Ltd | Basic Materials | E | 0.42% |
| India Shelter Finance Corporation Ltd | Financial Services | E | 0.42% |
| Oil India Ltd | Energy | E | 0.41% |
| LTM Ltd | Technology | E | 0.41% |
| Future on Kaynes Technology India Ltd | - | DG | 0.41% |
| Kaynes Technology India Ltd | Technology | E | 0.41% |
| Aditya Infotech Ltd | Industrials | E | 0.40% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.38% |
| Phoenix Mills Ltd | Real Estate | E | 0.37% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | E | 0.36% |
| Cipla Ltd | Healthcare | E | 0.36% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.35% |
| Small Industries Development Bank Of India | - | B | 0.35% |
| Info Edge (India) Ltd | Communication Services | E | 0.35% |
| Mankind Pharma Ltd | Healthcare | E | 0.34% |
| ICICI Prudential Asset Management Co Ltd | Financial Services | E | 0.32% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 0.32% |
| Eureka Forbes Ltd | Consumer Cyclical | E | 0.31% |
| Lenskart Solutions Ltd | Healthcare | E | 0.31% |
| Azad Engineering Ltd | Industrials | E | 0.30% |
| Bank Nifty Index | - | DG | 0.29% |
| KRN Heat Exchanger and Refrigeration Ltd | Technology | E | 0.29% |
| Computer Age Management Services Ltd Ordinary Shares | Technology | E | 0.27% |
| TD Power Systems Ltd | Industrials | E | 0.26% |
| Dynamatic Technologies Ltd | Consumer Cyclical | E | 0.26% |
| CARE Ratings Ltd | Financial Services | E | 0.26% |
| Poly Medicure Ltd | Healthcare | E | 0.25% |
| Small Industries Development Bank Of India | - | B | 0.25% |
| PB Fintech Ltd | Financial Services | E | 0.25% |
| Fortis Healthcare Ltd | Healthcare | E | 0.24% |
| Acutaas Chemicals Ltd | Basic Materials | E | 0.24% |
| Jyothy Labs Ltd | Consumer Defensive | E | 0.23% |
| GE Vernova T&D India Ltd | Industrials | E | 0.23% |
| Divi's Laboratories Ltd | Healthcare | E | 0.22% |
| TBO Tek Ltd | Consumer Cyclical | E | 0.21% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.21% |
| Ajax Engineering Ltd | Industrials | E | 0.20% |
| Indigo Paints Ltd Ordinary Shares | Basic Materials | E | 0.20% |
| eClerx Services Ltd | Technology | E | 0.20% |
| Leela Palaces Hotels and Resorts Ltd | Consumer Cyclical | E | 0.20% |
| Sagility Ltd | Healthcare | E | 0.20% |
| Nippon Life India Asset Management Ltd Ordinary Shares | Financial Services | E | 0.19% |
| Firstsource Solutions Ltd | Technology | E | 0.18% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 0.17% |
| Ajanta Pharma Ltd | Healthcare | E | 0.17% |
| Kirloskar Oil Engines Ltd | Industrials | E | 0.17% |
| Trent Ltd | Consumer Cyclical | E | 0.16% |
| Intellect Design Arena Ltd | Technology | E | 0.16% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 0.15% |
| 6.01% Govt Stock 2030 | - | BT | 0.15% |
| Le Travenues Technology Ltd | Consumer Cyclical | E | 0.14% |
| Meesho Ltd | Consumer Cyclical | E | 0.14% |
| Vijaya Diagnostic Centre Ltd | Healthcare | E | 0.13% |
| Inventurus Knowledge Solutions Ltd | Healthcare | E | 0.13% |
| Neuland Laboratories Ltd | Healthcare | E | 0.12% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Cyclical | E | 0.12% |
| Awfis Space Solutions Ltd | Industrials | E | 0.11% |
| Coforge Ltd | Technology | E | 0.11% |
| Shilpa Medicare Ltd | Healthcare | E | 0.11% |
| Tenneco Clean Air India Ltd | Consumer Cyclical | E | 0.08% |
| Sudeep Pharma Ltd | Healthcare | E | 0.08% |
| Nucleus Software Exports Ltd | Technology | E | 0.08% |
| Bajaj Housing Finance Limited | - | B | 0.08% |
| Rainbow Childrens Medicare Ltd | Healthcare | E | 0.08% |
| Corona Remedies Ltd | Healthcare | E | 0.05% |
| Cholamandalam Investment And Finance Company Limited | - | B | 0.05% |
| Indiqube Spaces Ltd | Real Estate | E | 0.04% |
| Newgen Software Technologies Ltd | Technology | E | 0.03% |
| Laxmi Dental Ltd | Healthcare | E | 0.03% |
| 6.33% Govt Stock 2035 | - | BT | 0.02% |
| Persistent Systems Ltd | Technology | E | 0.02% |
| Net Receivables / (Payables) | - | CA | 2.44% |
| Cash Offset For Derivatives | - | CQ | 1.69% |
| Axis Bank Limited | - | CD | 0.73% |
| Clearing Corporation Of India Ltd | - | CR | 0.69% |
| HDFC Bank Limited | - | CD | 0.48% |
| UPL Ltd | - | E | - |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | - | E | - |
| 6.48% Gs 2035 | - | BT | - |
| SRF Ltd | - | E | - |
| 19/03/2026 Maturing 182 DTB | - | BT | - |
| Angel One Ltd Ordinary Shares | - | E | - |
| Biocon Ltd | - | E | - |
| Motilal Oswal Financial Services Ltd | - | E | - |
| Grasim Industries Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
70.28%
Debt
21.34%
Cash
8.39%
Equity sector allocation
Loading chart…
Basic Materials
4.89%
Communication Services
3.88%
Consumer Cyclical
9.05%
Consumer Defensive
2.54%
Energy
3.49%
Financial Services
22.63%
Healthcare
5.44%
Industrials
5.66%
Real Estate
5.71%
Technology
7.12%
Utilities
1.56%
Others
28.03%
Fund House Contact Details
Websitehttp://mf.whiteoakamc.com
Phone+91 180030003060
WhiteOak Capital Asset Management Limited
Asset Management Company
Funds in this Category
ICICI Pru Ret Pure Eq Plan Reg IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
20.09%
26.09%
3Y Returns
+26.09%
ICICI Pru Ret Pure Eq Plan Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
20.09%
26.09%
3Y Returns
+26.08%
SBI Children's Bnf - IP Reg Gr
Allocation
Min. Investment
₹5000
Category Returns
20.09%
26.09%
3Y Returns
+23.74%
About WhiteOak Capital Balanced Advtg Reg Gr
Investment Objective of the Scheme
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.
Key Features of The Fund
5-year return
-
Fund Manager
Piyush Baranwal
Risk Profile
Very High Risk
Expense Ratio
2.06%
Fund Size
₹2004.90 Cr
FAQ's
What is the expense ratio of WhiteOak Capital Balanced Advtg Reg Gr?
The expense ratio of WhiteOak Capital Balanced Advtg Reg Gr is 2.06%.
What is the AUM (Assets Under Management) of WhiteOak Capital Balanced Advtg Reg Gr?
The AUM, short for Assets Under Management of WhiteOak Capital Balanced Advtg Reg Gr is ₹2004.90 Cr as of 30 Apr 2605.
What are the top stock holdings of WhiteOak Capital Balanced Advtg Reg Gr?
The WhiteOak Capital Balanced Advtg Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| ICICI Bank Ltd | 6.59% |
| HDFC Bank Ltd | 4.82% |
| Bharti Airtel Ltd | 3.53% |
| Nexus Select Trust Reits | 2.75% |
| Embassy Office Parks REIT | 2.55% |
| Punjab National Bank | 2.41% |
| Cigniti Technologies Ltd | 2.41% |
| Reliance Industries Ltd | 2.18% |
| Mahindra & Mahindra Ltd | 2.09% |
| Kotak Mahindra Bank Ltd | 1.88% |
| Bharat Electronics Ltd | 1.80% |
| Eternal Ltd | 1.72% |
| Nestle India Ltd | 1.72% |
| Future on Coforge Ltd | 1.68% |
| State Bank of India | 1.60% |
| Nifty | 1.57% |
| 7.02% Govt Stock 2031 | 1.54% |
| Maruti Suzuki India Ltd | 1.53% |
| Bajaj Finance Limited | 1.48% |
| National Bank For Agriculture And Rural Development | 1.24% |
| Titan Co Ltd | 1.24% |
| Muthoot Finance Limited | 1.23% |
| Infosys Ltd | 1.22% |
| Cholamandalam Investment and Finance Co Ltd | 1.18% |
| 6.28% Govt Stock 2032 | 1.10% |
| Axis Bank Ltd | 1.03% |
| Tbill | 0.99% |
| National Bank For Agriculture And Rural Development | 0.99% |
| HDFC Bank Ltd. | 0.96% |
| Persistent Systems Limited | 0.92% |
| Oil & Natural Gas Corp Ltd | 0.89% |
| Muthoot Finance Ltd | 0.89% |
| LIC Housing Finance Ltd | 0.88% |
| Tata Consultancy Services Ltd | 0.85% |
| Hindalco Industries Ltd | 0.82% |
| NTPC Ltd | 0.80% |
| Future on Cholamandalam Investment and Finance Co Ltd | 0.80% |
| Power Grid Corp Of India Ltd | 0.76% |
| Muthoot Finance Limited | 0.76% |
| Cholamandalam Investment And Finance Company Limited | 0.75% |
| LIC Housing Finance Ltd | 0.75% |
| National Housing Bank | 0.75% |
| Power Finance Corporation Limited | 0.75% |
| Larsen & Toubro Ltd | 0.74% |
| 28/05/2026 Maturing 182 DTB | 0.74% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.72% |
| 6.54% Govt Stock 2032 | 0.66% |
| Tata Steel Ltd | 0.65% |
| Grasim Industries Ltd | 0.65% |
| Small Industries Development Bank Of India | 0.64% |
| Future on Bharti Airtel Ltd | 0.62% |
| Pidilite Industries Ltd | 0.61% |
| SBI Life Insurance Co Ltd | 0.60% |
| 6.68% Govt Stock 2040 | 0.60% |
| Godrej Consumer Products Ltd | 0.59% |
| Tbill | 0.57% |
| Aadhar Housing Finance Ltd | 0.56% |
| Max Financial Services Ltd | 0.56% |
| Vedanta Ltd | 0.56% |
| Max Healthcare Institute Ltd Ordinary Shares | 0.53% |
| Torrent Pharmaceuticals Ltd | 0.53% |
| Bajaj Finance Ltd | 0.52% |
| Bajaj Finserv Ltd | 0.52% |
| Cummins India Ltd | 0.51% |
| Ambuja Cements Ltd | 0.51% |
| Asian Paints Ltd | 0.51% |
| Godrej Industries Limited | 0.50% |
| National Bank For Agriculture And Rural Development | 0.50% |
| Rec Limited | 0.50% |
| Future on HDFC Bank Ltd | 0.49% |
| CG Power & Industrial Solutions Ltd | 0.49% |
| Indian Railway Finance Corporation Limited | 0.48% |
| Sun Pharmaceuticals Industries Ltd | 0.48% |
| Tech Mahindra Ltd | 0.48% |
| Future on ICICI Bank Ltd | 0.47% |
| Power Finance Corp Ltd | 0.45% |
| InterGlobe Aviation Ltd | 0.44% |
| National Aluminium Co Ltd | 0.42% |
| India Shelter Finance Corporation Ltd | 0.42% |
| Oil India Ltd | 0.41% |
| LTM Ltd | 0.41% |
| Future on Kaynes Technology India Ltd | 0.41% |
| Kaynes Technology India Ltd | 0.41% |
| Aditya Infotech Ltd | 0.40% |
| Navin Fluorine International Ltd | 0.38% |
| Phoenix Mills Ltd | 0.37% |
| Krishna Institute of Medical Sciences Ltd | 0.36% |
| Cipla Ltd | 0.36% |
| Cholamandalam Investment And Finance Company Limited | 0.35% |
| Small Industries Development Bank Of India | 0.35% |
| Info Edge (India) Ltd | 0.35% |
| Mankind Pharma Ltd | 0.34% |
| ICICI Prudential Asset Management Co Ltd | 0.32% |
| Hero MotoCorp Ltd | 0.32% |
| Eureka Forbes Ltd | 0.31% |
| Lenskart Solutions Ltd | 0.31% |
| Azad Engineering Ltd | 0.30% |
| Bank Nifty Index | 0.29% |
| KRN Heat Exchanger and Refrigeration Ltd | 0.29% |
| Computer Age Management Services Ltd Ordinary Shares | 0.27% |
| TD Power Systems Ltd | 0.26% |
| Dynamatic Technologies Ltd | 0.26% |
| CARE Ratings Ltd | 0.26% |
| Poly Medicure Ltd | 0.25% |
| Small Industries Development Bank Of India | 0.25% |
| PB Fintech Ltd | 0.25% |
| Fortis Healthcare Ltd | 0.24% |
| Acutaas Chemicals Ltd | 0.24% |
| Jyothy Labs Ltd | 0.23% |
| GE Vernova T&D India Ltd | 0.23% |
| Divi's Laboratories Ltd | 0.22% |
| TBO Tek Ltd | 0.21% |
| Vishal Mega Mart Ltd | 0.21% |
| Ajax Engineering Ltd | 0.20% |
| Indigo Paints Ltd Ordinary Shares | 0.20% |
| eClerx Services Ltd | 0.20% |
| Leela Palaces Hotels and Resorts Ltd | 0.20% |
| Sagility Ltd | 0.20% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 0.19% |
| Firstsource Solutions Ltd | 0.18% |
| SJS Enterprises Ltd | 0.17% |
| Ajanta Pharma Ltd | 0.17% |
| Kirloskar Oil Engines Ltd | 0.17% |
| Trent Ltd | 0.16% |
| Intellect Design Arena Ltd | 0.16% |
| Safari Industries (India) Ltd | 0.15% |
| 6.01% Govt Stock 2030 | 0.15% |
| Le Travenues Technology Ltd | 0.14% |
| Meesho Ltd | 0.14% |
| Vijaya Diagnostic Centre Ltd | 0.13% |
| Inventurus Knowledge Solutions Ltd | 0.13% |
| Neuland Laboratories Ltd | 0.12% |
| Crompton Greaves Consumer Electricals Ltd | 0.12% |
| Awfis Space Solutions Ltd | 0.11% |
| Coforge Ltd | 0.11% |
| Shilpa Medicare Ltd | 0.11% |
| Tenneco Clean Air India Ltd | 0.08% |
| Sudeep Pharma Ltd | 0.08% |
| Nucleus Software Exports Ltd | 0.08% |
| Bajaj Housing Finance Limited | 0.08% |
| Rainbow Childrens Medicare Ltd | 0.08% |
| Corona Remedies Ltd | 0.05% |
| Cholamandalam Investment And Finance Company Limited | 0.05% |
| Indiqube Spaces Ltd | 0.04% |
| Newgen Software Technologies Ltd | 0.03% |
| Laxmi Dental Ltd | 0.03% |
| 6.33% Govt Stock 2035 | 0.02% |
| Persistent Systems Ltd | 0.02% |
| Net Receivables / (Payables) | 2.44% |
| Cash Offset For Derivatives | 1.69% |
| Axis Bank Limited | 0.73% |
| Clearing Corporation Of India Ltd | 0.69% |
| HDFC Bank Limited | 0.48% |
| UPL Ltd | - |
| Bharti Airtel Ltd (Partly Paid Rs.1.25) | - |
| 6.48% Gs 2035 | - |
| SRF Ltd | - |
| 19/03/2026 Maturing 182 DTB | - |
| Angel One Ltd Ordinary Shares | - |
| Biocon Ltd | - |
| Motilal Oswal Financial Services Ltd | - |
| Grasim Industries Ltd | - |
In which sectors has WhiteOak Capital Balanced Advtg Reg Gr invested in?
The WhiteOak Capital Balanced Advtg Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 4.89% |
| Communication Services | 3.88% |
| Consumer Cyclical | 9.05% |
| Consumer Defensive | 2.54% |
| Energy | 3.49% |
| Financial Services | 22.63% |
| Healthcare | 5.44% |
| Industrials | 5.66% |
| Real Estate | 5.71% |
| Technology | 7.12% |
| Utilities | 1.56% |
What is the risk level of WhiteOak Capital Balanced Advtg Reg Gr?
This is a Dynamic Asset Allocation fund comes with Very High Risk.
Who are the fund managers of WhiteOak Capital Balanced Advtg Reg Gr?
WhiteOak Capital Balanced Advtg Reg Gr fund managers are Piyush Baranwal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak, Ashish Agrawal.
Is there a minimum SIP amount to invest in WhiteOak Capital Balanced Advtg Reg Gr?
The minimum SIP amount to start investment in WhiteOak Capital Balanced Advtg Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in WhiteOak Capital Balanced Advtg Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in WhiteOak Capital Balanced Advtg Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in WhiteOak Capital Balanced Advtg Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in WhiteOak Capital Balanced Advtg Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of WhiteOak Capital Balanced Advtg Reg Gr.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of WhiteOak Capital Balanced Advtg Reg Gr?
The exit load of WhiteOak Capital Balanced Advtg Reg Gr is as follows:
Exit load of 1.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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