WhiteOak Capital Equity Savings Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 7.37 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 8.49 | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is ₹11.53.
It is better to invest in a fund with a longer track record as WhiteOak Capital Equity Savings Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
WhiteOak Capital Equity Savings Fund - Regular Plan - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is currently ₹269 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Vodafone Idea and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 24% and 34% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth fund are BFSI, Others and Telecom accounting for 70% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Equity Savings it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth Fund is Hybrid - Equity Savings.
Ramesh Mantri and Dheeresh Pathak manage the WhiteOak Capital Equity Savings Fund - Regular Plan - Growth Fund.
WhiteOak Capital Equity Savings Fund - Regular Plan - Growth current PE ratio is 33.42 and PB ratio is 5.38
The asset allocation of WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is Stocks : 66%, Debt : 25.30% and Gold : 8.69%
The minimum SIP amount for WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Equity Savings Fund - Regular Plan - Growth is NIL
|
Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
|
Logo:
|
|
|
Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
|
Brand Logo:
|
 |
|
SEBI Registration Number:
|
INA000013323 Validity – May 16, 2019 – Perpetual |
|
Registration:
|
Non-Individual |
|
BSE Enlistment No:
|
1187 |
|
Address:
|
B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
|
Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
|
Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
|
Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
|
Standard Warning:
|
Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
|
|
Disclaimer:
|
Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
|
