- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Balanced Hybrid Fund Direct Growth
WhiteOak Capital Balanced Hybrid Fund Direct Plan Growth
₹ 12.05
NAV (Apr 07)
15.173%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scripbox Recommended Equity Funds 
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Scheme Information
Investment Objective
The Scheme seeks 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.
Expense Ratio | 0.48 % |
Launched 1Y ago | 2023-10-27 |
AUM in Crores | 154.2 |
ISIN | INF03VN01829 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
GOI
11.28%Others
8.76%REC Ltd.
3.85%HDFC Bank Ltd.
3.61%GOI
3.61%See all holdings
Allocation by Sector
Financial
16.89%Services
5.93%Technology
5.38%Healthcare
4.23%Consumer Staples
3.17%See all sectors
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 52,257 cr | ||
₹ 5,511 cr | ||
₹ 3,236 cr | ||
₹ 22,130 cr | ||
₹ 11,696 cr |
Frequently Asked Questions
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