WhiteOak Capital Mutual Fund has catered to investors in India and internationally, and the same is reflected in its granular and well-diversified client base
Mutual funds, especially value conscious or conservative ones, sit on more cash when they believe the market is very expensive or they are expecting there may be an attractive entry point in the future. What does this tell you about the market?
Multi asset allocation is a relatively less volatile vehicle compared to aggressive hybrid equity schemes, and it also offers indexation benefits in case the equity allocation is maintained between 35 percent and 65 percent.
The main rationale behind the scheme is that different asset classes tend to perform differently depending on economic cycles, global scenarios, and geo-political events.