WhiteOak Capital Arbitrage Fund

AMC: WHITEOAKCAPITAL Moderate Risk Hybrid Arbitrage

📊 Quick Summary Of This Page

WhiteOak Capital Arbitrage Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
1.04%
Expense Ratio
Mr. Ramesh Mantri
Fund Manager
Growth
Plan Type
28 Aug 2024
Launch Date
0.25%
Nil Exit load - for 10% of the units purchased or switched-in on or before 7 days from the date of allotment. All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load. 0.25% - if Units are redeemed/switched-out on or before 7 days from the date of allotment. Nil - if redeemed after 7 days from the date of allotment.
Exit Load
NAV Momentum
Fund Analysis

WhiteOak Capital Arbitrage Fund does not yet have a 5-year performance history.

The average return for Arbitrage funds is 31.17% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 9.51% 5.08%
2 Year Return N/A 10.35%
3 Year Return N/A 16.37%
4 Year Return N/A 23.58%
5 Year Return N/A 31.17%
6 Year Return N/A 39.49%
7 Year Return N/A 49.18%
Expense Ratio 1.04% -
NAV History
Fund Information

AMC: WHITEOAKCAPITAL

Category: Hybrid • Arbitrage

Launch Date: 28 Aug 2024

Fund Manager: Mr. Ramesh Mantri

Minimum Purchase: ₹500

Exit Load: Nil Exit load - for 10% of the units purchased or switched-in on or before 7 days from the date of allotment. All units redeemed /switched out in excess of the 10% load free units will be subject to the below mentioned exit load. 0.25% - if Units are redeemed/switched-out on or before 7 days from the date of allotment. Nil - if redeemed after 7 days from the date of allotment.

Lock-in: 0

Risk: Moderate Risk

About This Fund

WhiteOak Capital Arbitrage Fund is managed by WHITEOAKCAPITAL and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

WhiteOak Capital Arbitrage Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of WhiteOak Capital Arbitrage Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

WhiteOak Capital Arbitrage Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in WhiteOak Capital Arbitrage Fund, based on the latest portfolio data.

WhiteOak Capital Arbitrage Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of WhiteOak Capital Arbitrage Fund is , which represents the annual cost charged for managing the fund.

WhiteOak Capital Arbitrage Fund manages assets worth approximately , representing the total investor capital under management.

WhiteOak Capital Arbitrage Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

WhiteOak Capital Arbitrage Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, WhiteOak Capital Arbitrage Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

WhiteOak Capital Arbitrage Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing WhiteOak Capital Arbitrage Fund and making investment decisions.

Yes, WhiteOak Capital Arbitrage Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

WhiteOak Capital Arbitrage Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of WhiteOak Capital Arbitrage Fund to estimate returns and wealth creation over different time periods.