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Scheme Information
WhiteOak Capital Balanced Hybrid Reg Gr
as of 07 Jun 2026, 10:41 AM
Scheme Asset Size₹281.66 Cr
Expense Ratio2.25%
Cash Holding10.70403%
Fund TypeOpen-End
PlanGrowth
BenchmarkCRISIL Hybrid 50+50 - Moderate TR INR
Launch Date2023-10-27
Exit LoadExit load of 0.00% for investments if redeemed within 1 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
-
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
In the last 1 months -0.32%
In the last 3 months 0.31%
In the last 6 months -3.54%
In the last 1 Years 1.00%
In the last 3 Years 0.00%
In the last 5 Years 0.00%
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| ICICI Bank Ltd | Financial Services | E | 4.70% |
| HDFC Bank Ltd | Financial Services | E | 3.77% |
| Rec Limited | - | B | 2.84% |
| Bajaj Finance Limited | - | B | 2.80% |
| 6.48% Govt Stock 2035 | - | BT | 2.56% |
| Bharti Airtel Ltd | Communication Services | E | 2.49% |
| HDFC Bank Ltd. | - | B | 2.07% |
| Nexus Select Trust Reits | Real Estate | ER | 1.99% |
| Nestle India Ltd | Consumer Defensive | E | 1.96% |
| Cholamandalam Investment And Finance Company Limited | - | B | 1.78% |
| National Bank For Agriculture And Rural Development | - | B | 1.77% |
| Power Finance Corporation Limited | - | B | 1.76% |
| Small Industries Development Bank Of India | - | B | 1.76% |
| National Bank For Agriculture And Rural Development | - | B | 1.76% |
| Muthoot Finance Limited | - | B | 1.75% |
| Bajaj Housing Finance Limited | - | B | 1.75% |
| 6.28% Govt Stock 2032 | - | BT | 1.65% |
| Embassy Office Parks REIT | Real Estate | ER | 1.63% |
| Mahindra & Mahindra Ltd | Consumer Cyclical | E | 1.61% |
| Reliance Industries Ltd | Energy | E | 1.59% |
| Bharat Electronics Ltd | Industrials | E | 1.47% |
| Cholamandalam Investment And Finance Company Limited | - | B | 1.42% |
| Cholamandalam Investment And Finance Company Limited | - | B | 1.42% |
| Kotak Mahindra Bank Ltd | Financial Services | E | 1.34% |
| State Bank of India | Financial Services | E | 1.30% |
| Eternal Ltd | Consumer Cyclical | E | 1.30% |
| Maruti Suzuki India Ltd | Consumer Cyclical | E | 1.13% |
| Titan Co Ltd | Consumer Cyclical | E | 1.12% |
| Godrej Industries Limited | - | B | 1.07% |
| Small Industries Development Bank Of India | - | B | 1.06% |
| National Bank For Agriculture And Rural Development | - | B | 1.06% |
| 6.68% Govt Stock 2040 | - | BT | 0.85% |
| Nifty | - | DG | 0.83% |
| Muthoot Finance Ltd | Financial Services | E | 0.75% |
| Muthoot Finance Limited | - | B | 0.72% |
| 7.02% Govt Stock 2031 | - | BT | 0.72% |
| Godrej Industries Limited | - | B | 0.71% |
| Tbill | - | BT | 0.71% |
| Bajaj Finance Limited | - | B | 0.70% |
| Hindalco Industries Ltd | Basic Materials | E | 0.69% |
| Larsen & Toubro Ltd | Industrials | E | 0.66% |
| NTPC Ltd | Utilities | E | 0.65% |
| 6.54% Govt Stock 2032 | - | BT | 0.63% |
| Infosys Ltd | Technology | E | 0.63% |
| Oil & Natural Gas Corp Ltd | Energy | E | 0.62% |
| Persistent Systems Ltd | Technology | E | 0.59% |
| Bank Nifty Index | - | DG | 0.59% |
| J.B. Chemicals & Pharmaceuticals Ltd | Healthcare | E | 0.54% |
| Indian Railway Finance Corporation Limited | - | B | 0.52% |
| Tata Consultancy Services Ltd | Technology | E | 0.49% |
| Aadhar Housing Finance Ltd | Financial Services | E | 0.49% |
| Ambuja Cements Ltd | Basic Materials | E | 0.47% |
| Dynamatic Technologies Ltd | Consumer Cyclical | E | 0.47% |
| TD Power Systems Ltd | Industrials | E | 0.46% |
| Max Financial Services Ltd | Financial Services | E | 0.45% |
| Kirloskar Oil Engines Ltd | Industrials | E | 0.45% |
| Bajaj Finance Ltd | Financial Services | E | 0.43% |
| Aditya Infotech Ltd | Industrials | E | 0.43% |
| Godrej Consumer Products Ltd | Consumer Defensive | E | 0.41% |
| Phoenix Mills Ltd | Real Estate | E | 0.40% |
| Azad Engineering Ltd | Industrials | E | 0.39% |
| Acutaas Chemicals Ltd | Basic Materials | E | 0.39% |
| Bajaj Finserv Ltd | Financial Services | E | 0.38% |
| Cholamandalam Investment and Finance Co Ltd | Financial Services | E | 0.38% |
| Power Finance Corp Ltd | Financial Services | E | 0.37% |
| National Aluminium Co Ltd | Basic Materials | E | 0.37% |
| Tata Steel Ltd | Basic Materials | E | 0.37% |
| National Bank For Agriculture And Rural Development | - | B | 0.35% |
| Cigniti Technologies Ltd | Technology | E | 0.35% |
| India Shelter Finance Corporation Ltd | Financial Services | E | 0.34% |
| Oil India Ltd | Energy | E | 0.34% |
| Torrent Pharmaceuticals Ltd | Healthcare | E | 0.32% |
| Coforge Ltd | Technology | E | 0.32% |
| InterGlobe Aviation Ltd | Industrials | E | 0.32% |
| Axis Bank Ltd | Financial Services | E | 0.31% |
| CG Power & Industrial Solutions Ltd | Industrials | E | 0.31% |
| Mankind Pharma Ltd | Healthcare | E | 0.31% |
| Asian Paints Ltd | Basic Materials | E | 0.31% |
| Navin Fluorine International Ltd | Basic Materials | E | 0.30% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | E | 0.29% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 0.29% |
| CARE Ratings Ltd | Financial Services | E | 0.29% |
| GE Vernova T&D India Ltd | Industrials | E | 0.28% |
| Computer Age Management Services Ltd Ordinary Shares | Technology | E | 0.28% |
| Vishal Mega Mart Ltd | Consumer Cyclical | E | 0.27% |
| Poly Medicure Ltd | Healthcare | E | 0.27% |
| KRN Heat Exchanger and Refrigeration Ltd | Technology | E | 0.27% |
| ICICI Prudential Asset Management Co Ltd | Financial Services | E | 0.26% |
| Eureka Forbes Ltd | Consumer Cyclical | E | 0.26% |
| Leela Palaces Hotels and Resorts Ltd | Consumer Cyclical | E | 0.25% |
| PB Fintech Ltd | Financial Services | E | 0.25% |
| Jyothy Labs Ltd | Consumer Defensive | E | 0.25% |
| Fortis Healthcare Ltd | Healthcare | E | 0.24% |
| 360 One Wam Ltd Ordinary Shares | Financial Services | E | 0.24% |
| Ajax Engineering Ltd | Industrials | E | 0.24% |
| SJS Enterprises Ltd | Consumer Cyclical | E | 0.24% |
| Trent Ltd | Consumer Cyclical | E | 0.23% |
| AIA Engineering Ltd | Industrials | E | 0.23% |
| Info Edge (India) Ltd | Communication Services | E | 0.23% |
| Pidilite Industries Ltd | Basic Materials | E | 0.22% |
| PNB Housing Finance Ltd | Financial Services | E | 0.21% |
| Gillette India Ltd | Consumer Defensive | E | 0.21% |
| City Union Bank Ltd | Financial Services | E | 0.20% |
| Tech Mahindra Ltd | Technology | E | 0.20% |
| TBO Tek Ltd | Consumer Cyclical | E | 0.20% |
| Sun Pharmaceuticals Industries Ltd | Healthcare | E | 0.19% |
| Intellect Design Arena Ltd | Technology | E | 0.19% |
| Cipla Ltd | Healthcare | E | 0.18% |
| eClerx Services Ltd | Technology | E | 0.18% |
| 6.01% Govt Stock 2030 | - | BT | 0.17% |
| Neuland Laboratories Ltd | Healthcare | E | 0.17% |
| Indigo Paints Ltd Ordinary Shares | Basic Materials | E | 0.16% |
| SBI Life Insurance Co Ltd | Financial Services | E | 0.16% |
| LTM Ltd | Technology | E | 0.15% |
| Awfis Space Solutions Ltd | Industrials | E | 0.15% |
| Vedanta Aluminium Metal Limited ** | - | E | 0.15% |
| Aether Industries Ltd | Basic Materials | E | 0.15% |
| Shilpa Medicare Ltd | Healthcare | E | 0.14% |
| Ajanta Pharma Ltd | Healthcare | E | 0.13% |
| CSB Bank Ltd Ordinary Shares | Financial Services | E | 0.12% |
| Firstsource Solutions Ltd | Technology | E | 0.12% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Cyclical | E | 0.11% |
| Nucleus Software Exports Ltd | Technology | E | 0.10% |
| Safari Industries (India) Ltd | Consumer Cyclical | E | 0.10% |
| Mastek Ltd | Technology | E | 0.10% |
| Honasa Consumer Ltd | Consumer Defensive | E | 0.10% |
| Vijaya Diagnostic Centre Ltd | Healthcare | E | 0.09% |
| Rainbow Childrens Medicare Ltd | Healthcare | E | 0.09% |
| Latent View Analytics Ltd | Industrials | E | 0.08% |
| Abbott India Ltd | Healthcare | E | 0.08% |
| Shivalik Bimetal Controls Ltd | Industrials | E | 0.07% |
| Cholamandalam Financial Holdings Ltd | Financial Services | E | 0.05% |
| Newgen Software Technologies Ltd | Technology | E | 0.05% |
| Indiqube Spaces Ltd | Real Estate | E | 0.04% |
| Sudeep Pharma Ltd | Healthcare | E | 0.04% |
| Tenneco Clean Air India Ltd | Consumer Cyclical | E | 0.03% |
| Malco Energy Limited ** | - | E | 0.02% |
| Onward Technologies Ltd | Technology | E | 0.02% |
| Laxmi Dental Ltd | Healthcare | E | 0.01363% |
| Clean Max Enviro Energy Solutions Ltd | Utilities | E | 0.00873% |
| Talwandi Sabo Power Limited ** | - | E | 0.00501% |
| Vedanta Iron And Steel Limited ** | - | E | 0.00422% |
| Clearing Corporation Of India Ltd | - | CR | 7.54% |
| Net Receivables / (Payables) | - | C | 1.94% |
| Cash Offset For Derivatives | - | CQ | 1.42% |
| Axis Bank Limited | - | CD | 0.52% |
| Punjab National Bank | - | BD | - |
| National Housing Bank | - | B | - |
| Grasim Industries Ltd | - | B | - |
| Vedanta Ltd | - | E | - |
| Sagility Ltd | - | E | - |
| Hero MotoCorp Ltd | - | E | - |
| Nippon Life India Asset Management Ltd Ordinary Shares | - | E | - |
| Inventurus Knowledge Solutions Ltd | - | E | - |
| Le Travenues Technology Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Loading chart…
Equity
55.05%
Debt
34.24%
Cash
10.7%
Equity sector allocation
Loading chart…
Basic Materials
3.42%
Communication Services
2.72%
Consumer Cyclical
7.33%
Consumer Defensive
2.93%
Energy
2.56%
Financial Services
16.81%
Healthcare
3.1%
Industrials
5.82%
Real Estate
4.06%
Technology
4.04%
Utilities
0.66%
Others
46.55%
Fund House Contact Details
Websitehttp://mf.whiteoakamc.com
Phone+91 180030003060
WhiteOak Capital Asset Management Limited
Asset Management Company
Funds in this Category
Quant Multi Asset Allocation Gr
Allocation
Min. Investment
₹5000
Category Returns
18.46%
23.78%
3Y Returns
+23.78%
Quant Multi Asset Allocation IDCW-P
Allocation
Min. Investment
₹5000
Category Returns
18.46%
23.78%
3Y Returns
+23.74%
Quant Multi Asset Allocation IDCW-R
Allocation
Min. Investment
₹5000
Category Returns
18.46%
23.78%
3Y Returns
+23.74%
About WhiteOak Capital Balanced Hybrid Reg Gr
Investment Objective of the Scheme
The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is 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
2.25%
Fund Size
₹281.66 Cr
FAQ's
What is the expense ratio of WhiteOak Capital Balanced Hybrid Reg Gr?
The expense ratio of WhiteOak Capital Balanced Hybrid Reg Gr is 2.25%.
What is the AUM (Assets Under Management) of WhiteOak Capital Balanced Hybrid Reg Gr?
The AUM, short for Assets Under Management of WhiteOak Capital Balanced Hybrid Reg Gr is ₹281.66 Cr as of 03 Apr 2059.
What are the top stock holdings of WhiteOak Capital Balanced Hybrid Reg Gr?
The WhiteOak Capital Balanced Hybrid Reg Gr has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| ICICI Bank Ltd | 4.70% |
| HDFC Bank Ltd | 3.77% |
| Rec Limited | 2.84% |
| Bajaj Finance Limited | 2.80% |
| 6.48% Govt Stock 2035 | 2.56% |
| Bharti Airtel Ltd | 2.49% |
| HDFC Bank Ltd. | 2.07% |
| Nexus Select Trust Reits | 1.99% |
| Nestle India Ltd | 1.96% |
| Cholamandalam Investment And Finance Company Limited | 1.78% |
| National Bank For Agriculture And Rural Development | 1.77% |
| Power Finance Corporation Limited | 1.76% |
| Small Industries Development Bank Of India | 1.76% |
| National Bank For Agriculture And Rural Development | 1.76% |
| Muthoot Finance Limited | 1.75% |
| Bajaj Housing Finance Limited | 1.75% |
| 6.28% Govt Stock 2032 | 1.65% |
| Embassy Office Parks REIT | 1.63% |
| Mahindra & Mahindra Ltd | 1.61% |
| Reliance Industries Ltd | 1.59% |
| Bharat Electronics Ltd | 1.47% |
| Cholamandalam Investment And Finance Company Limited | 1.42% |
| Cholamandalam Investment And Finance Company Limited | 1.42% |
| Kotak Mahindra Bank Ltd | 1.34% |
| State Bank of India | 1.30% |
| Eternal Ltd | 1.30% |
| Maruti Suzuki India Ltd | 1.13% |
| Titan Co Ltd | 1.12% |
| Godrej Industries Limited | 1.07% |
| Small Industries Development Bank Of India | 1.06% |
| National Bank For Agriculture And Rural Development | 1.06% |
| 6.68% Govt Stock 2040 | 0.85% |
| Nifty | 0.83% |
| Muthoot Finance Ltd | 0.75% |
| Muthoot Finance Limited | 0.72% |
| 7.02% Govt Stock 2031 | 0.72% |
| Godrej Industries Limited | 0.71% |
| Tbill | 0.71% |
| Bajaj Finance Limited | 0.70% |
| Hindalco Industries Ltd | 0.69% |
| Larsen & Toubro Ltd | 0.66% |
| NTPC Ltd | 0.65% |
| 6.54% Govt Stock 2032 | 0.63% |
| Infosys Ltd | 0.63% |
| Oil & Natural Gas Corp Ltd | 0.62% |
| Persistent Systems Ltd | 0.59% |
| Bank Nifty Index | 0.59% |
| J.B. Chemicals & Pharmaceuticals Ltd | 0.54% |
| Indian Railway Finance Corporation Limited | 0.52% |
| Tata Consultancy Services Ltd | 0.49% |
| Aadhar Housing Finance Ltd | 0.49% |
| Ambuja Cements Ltd | 0.47% |
| Dynamatic Technologies Ltd | 0.47% |
| TD Power Systems Ltd | 0.46% |
| Max Financial Services Ltd | 0.45% |
| Kirloskar Oil Engines Ltd | 0.45% |
| Bajaj Finance Ltd | 0.43% |
| Aditya Infotech Ltd | 0.43% |
| Godrej Consumer Products Ltd | 0.41% |
| Phoenix Mills Ltd | 0.40% |
| Azad Engineering Ltd | 0.39% |
| Acutaas Chemicals Ltd | 0.39% |
| Bajaj Finserv Ltd | 0.38% |
| Cholamandalam Investment and Finance Co Ltd | 0.38% |
| Power Finance Corp Ltd | 0.37% |
| National Aluminium Co Ltd | 0.37% |
| Tata Steel Ltd | 0.37% |
| National Bank For Agriculture And Rural Development | 0.35% |
| Cigniti Technologies Ltd | 0.35% |
| India Shelter Finance Corporation Ltd | 0.34% |
| Oil India Ltd | 0.34% |
| Torrent Pharmaceuticals Ltd | 0.32% |
| Coforge Ltd | 0.32% |
| InterGlobe Aviation Ltd | 0.32% |
| Axis Bank Ltd | 0.31% |
| CG Power & Industrial Solutions Ltd | 0.31% |
| Mankind Pharma Ltd | 0.31% |
| Asian Paints Ltd | 0.31% |
| Navin Fluorine International Ltd | 0.30% |
| Krishna Institute of Medical Sciences Ltd | 0.29% |
| Tube Investments of India Ltd Ordinary Shares | 0.29% |
| CARE Ratings Ltd | 0.29% |
| GE Vernova T&D India Ltd | 0.28% |
| Computer Age Management Services Ltd Ordinary Shares | 0.28% |
| Vishal Mega Mart Ltd | 0.27% |
| Poly Medicure Ltd | 0.27% |
| KRN Heat Exchanger and Refrigeration Ltd | 0.27% |
| ICICI Prudential Asset Management Co Ltd | 0.26% |
| Eureka Forbes Ltd | 0.26% |
| Leela Palaces Hotels and Resorts Ltd | 0.25% |
| PB Fintech Ltd | 0.25% |
| Jyothy Labs Ltd | 0.25% |
| Fortis Healthcare Ltd | 0.24% |
| 360 One Wam Ltd Ordinary Shares | 0.24% |
| Ajax Engineering Ltd | 0.24% |
| SJS Enterprises Ltd | 0.24% |
| Trent Ltd | 0.23% |
| AIA Engineering Ltd | 0.23% |
| Info Edge (India) Ltd | 0.23% |
| Pidilite Industries Ltd | 0.22% |
| PNB Housing Finance Ltd | 0.21% |
| Gillette India Ltd | 0.21% |
| City Union Bank Ltd | 0.20% |
| Tech Mahindra Ltd | 0.20% |
| TBO Tek Ltd | 0.20% |
| Sun Pharmaceuticals Industries Ltd | 0.19% |
| Intellect Design Arena Ltd | 0.19% |
| Cipla Ltd | 0.18% |
| eClerx Services Ltd | 0.18% |
| 6.01% Govt Stock 2030 | 0.17% |
| Neuland Laboratories Ltd | 0.17% |
| Indigo Paints Ltd Ordinary Shares | 0.16% |
| SBI Life Insurance Co Ltd | 0.16% |
| LTM Ltd | 0.15% |
| Awfis Space Solutions Ltd | 0.15% |
| Vedanta Aluminium Metal Limited ** | 0.15% |
| Aether Industries Ltd | 0.15% |
| Shilpa Medicare Ltd | 0.14% |
| Ajanta Pharma Ltd | 0.13% |
| CSB Bank Ltd Ordinary Shares | 0.12% |
| Firstsource Solutions Ltd | 0.12% |
| Crompton Greaves Consumer Electricals Ltd | 0.11% |
| Nucleus Software Exports Ltd | 0.10% |
| Safari Industries (India) Ltd | 0.10% |
| Mastek Ltd | 0.10% |
| Honasa Consumer Ltd | 0.10% |
| Vijaya Diagnostic Centre Ltd | 0.09% |
| Rainbow Childrens Medicare Ltd | 0.09% |
| Latent View Analytics Ltd | 0.08% |
| Abbott India Ltd | 0.08% |
| Shivalik Bimetal Controls Ltd | 0.07% |
| Cholamandalam Financial Holdings Ltd | 0.05% |
| Newgen Software Technologies Ltd | 0.05% |
| Indiqube Spaces Ltd | 0.04% |
| Sudeep Pharma Ltd | 0.04% |
| Tenneco Clean Air India Ltd | 0.03% |
| Malco Energy Limited ** | 0.02% |
| Onward Technologies Ltd | 0.02% |
| Laxmi Dental Ltd | 0.01% |
| Clean Max Enviro Energy Solutions Ltd | 0.01% |
| Talwandi Sabo Power Limited ** | 0.01% |
| Vedanta Iron And Steel Limited ** | 0.00% |
| Clearing Corporation Of India Ltd | 7.54% |
| Net Receivables / (Payables) | 1.94% |
| Cash Offset For Derivatives | 1.42% |
| Axis Bank Limited | 0.52% |
| Punjab National Bank | - |
| National Housing Bank | - |
| Grasim Industries Ltd | - |
| Vedanta Ltd | - |
| Sagility Ltd | - |
| Hero MotoCorp Ltd | - |
| Nippon Life India Asset Management Ltd Ordinary Shares | - |
| Inventurus Knowledge Solutions Ltd | - |
| Le Travenues Technology Ltd | - |
In which sectors has WhiteOak Capital Balanced Hybrid Reg Gr invested in?
The WhiteOak Capital Balanced Hybrid Reg Gr has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 3.42% |
| Communication Services | 2.72% |
| Consumer Cyclical | 7.33% |
| Consumer Defensive | 2.93% |
| Energy | 2.56% |
| Financial Services | 16.81% |
| Healthcare | 3.10% |
| Industrials | 5.82% |
| Real Estate | 4.06% |
| Technology | 4.04% |
| Utilities | 0.66% |
What is the risk level of WhiteOak Capital Balanced Hybrid Reg Gr?
This is a Balanced Allocation fund comes with Very High Risk.
Who are the fund managers of WhiteOak Capital Balanced Hybrid Reg Gr?
WhiteOak Capital Balanced Hybrid 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 Hybrid Reg Gr?
The minimum SIP amount to start investment in WhiteOak Capital Balanced Hybrid Reg Gr is ₹100 while ₹1,000 can be invested as Lumpsum amount.
Can I invest in WhiteOak Capital Balanced Hybrid Reg Gr both in SIP and lump sum?
You can opt for either SIP or Lumpsum to invest in WhiteOak Capital Balanced Hybrid Reg Gr on the basis of your investment objective and risk tolerance.
How to invest in WhiteOak Capital Balanced Hybrid Reg Gr?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in WhiteOak Capital Balanced Hybrid Reg Gr:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of WhiteOak Capital Balanced Hybrid 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 Hybrid Reg Gr?
The exit load of WhiteOak Capital Balanced Hybrid Reg Gr is as follows:
Exit load of 0.0%, 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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