NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹13.85
-0.95%
NAV as on 18 Dec 24, 12:00 AM
very high risk
dynamic asset allocation
equity
NAV as on 18 Dec 24, 12:00 AM
very high risk
dynamic asset allocation
equity
18.34%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
19.16%p.a.
Since Inception
About WhiteOak Capital Balanced Advantage Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the WhiteOak Capital Balanced Advantage Fund Growth scheme from WhiteOak Capital Asset Management Limited. It is a Dynamic Asset Allocation mutual fund scheme that predominantly invests in Dynamic Asset Allocation stocks of companies. Launched on Feb 2023, WhiteOak Capital Balanced Advantage Fund Growth is Dynamic Asset Allocation fund of its category with 1,272.64 Cr fund under management as on Dec 2024. The expense ratio of this fund is less than that of most other Fund category Dynamic Asset Allocation funds.
- WhiteOak Capital Balanced Advantage Fund Growth delivered 18.3% annual returns during the last year. It has delivered 19.2% average annual returns since the fund was launched.
- WhiteOak Capital Balanced Advantage Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
To provide long term capital appreciation and generate income from a dynamically managed portfolio of equity & equity related instruments and debt & money market securities. However, there can be no assurance that the investment objective of the Scheme will be realized.
Top 10 Holdings
7.1% Govt Stock 2034
7.46%
HDFC Bank Ltd
4.74%
ICICI Bank Ltd
3.53%
Reliance Industries Ltd
3.14%
Larsen & Toubro Ltd
2.55%
7.23% Govt Stock 2039
2.53%
Axis Bank Ltd
2.37%
Shriram Transport Finance Company Limited
2.35%
Cholamandalam Investment And Finance Company Limited
2.09%
Zomato Ltd
2.01%
Fund Managers
- Piyush Baranwal (Feb 2023 - Present)
- Ramesh Mantri (Feb 2023 - Present)
- Trupti Agrawal (Feb 2023 - Present)
- Dheeresh Pathak (Apr 2024 - Present)
Key Information
View Scheme Document
WhiteOak Capital Balanced Advantage Fund Growth SIP Calculator
If invested
per month
For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on WhiteOak Capital Balanced Advantage Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in WhiteOak Capital Balanced Advantage Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in WhiteOak Capital Balanced Advantage Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
HDFC Balanced Advantage Fund Growth
very high risk | hybrid (nc)
23.0%
ICICI Prudential Balanced Advantage Fund Growth
very high risk | equity
12.8%
Kotak Balanced Advantage Fund Growth
very high risk | equity
11.9%
Frequently Asked Questions
Copyright | 2021 @ SBNRI | All Rights Reserved