myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Balanced Hybrid

Opening:

5th October 2023

Closing:

19th October 2023

Minimum Investment:

Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment

Fund Stats

Objective:

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.

Benchmark:

BSE 500

Fund Manager:

Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Shariq Merchant

Asset Allocation

40-60% Equity 40-60% Money Market

40-60% Debt Nil Others

Comparable existing schemes

360 ONE Balanced Hybrid Fund	-1.27(1M)	Not Available
Not Available	Not Available	Not Available

Fund Prognosis

Idea Distiller

The fund house is ticking the boxes for offering a full range of products.

Fund House AAUM:
Rs. 419950.64 Lakhs (as on 30th September 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Not high at all, rather low. Invest if you are in love with the company or the fund manager.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028