WhiteOak Capital Banking & Financial Services Fund-Reg (G)

WhiteOak Capital Banking & Financial Services Fund-Reg (G) is a scheme launched by WOC Mutual Fund on February 06, 2024, and falls under the Banking & Financial fund category. It currently manages an AUM of Rs 468.18 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 500. It charges an expense ratio of 2.39% for managing the portfolio.

• Investing Strategy:

  The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of banks & companies engaged in Financial Services Sector.

• Performance:

  WhiteOak Capital Banking & Financial Services Fund-Reg (G) trailing returns over different times are 9.52% (1 year), 0% (3 year) and 0% (5 year). The average annual return of this fund stands at 9.73%.