Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital Balanced Hybrid
  • Opening:
    5th October 2023
  • Closing:
    19th October 2023
  • Scheme Type:
    Open Ended Balanced Hybrid Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment
  • Thereafter:

Fund Stats


The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities.

  • Benchmark:

  • BSE 500

  • Fund Manager:

  • Ramesh Mantri, Trupti Agrawal, Piyush Baranwal, Shariq Merchant

Asset Allocation

40-60% Equity
40-60% Money Market
Comparable existing schemes
360 ONE Balanced Hybrid Fund -1.27(1M) Not Available
Not Available Not Available Not Available

Fund Prognosis

Idea Distiller

The fund house is ticking the boxes for offering a full range of products.

  • Fund House AAUM:

  • Rs. 419950.64 Lakhs (as on 30th September 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Not high at all, rather low. Invest if you are in love with the company or the fund manager.