About this document
WhiteOak Capital Balanced Advantage Fund by Hardik Nagpal is a document available to read on EtoBox.
The WhiteOak Capital Balanced Advantage Fund is an open-ended dynamic asset allocation fund aimed at long-term capital appreciation and income generation through a managed portfolio of equities and debt instruments. The fund employs a proprietary Market Valuation Index to adjust equity levels based on market conditions, targeting a net equity exposure between 30%-80%. As of February 28, 2025, the fund has a monthly average AUM of ₹1325.76 Crore and a total expense ratio of 2.12% for the regular plan.
- Author
- Hardik Nagpal
- Language
- EN