- Mutual Funds
- WhiteOak Capital Mutual Fund
- WhiteOak Capital Balanced Hybrid Fund (G)
WhiteOak Capital Balanced Hybrid Fund (G)
₹ 12.572
NAV (Sep 17)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.572
NAV (Sep 17)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 25.7% |
6 Month CAGR | 14.8% |
Scheme Information
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 | 2.14 |
Launched (0y ago) | 2.14 |
AUM in Crores | 136 |
ISIN | INF03VN01811 |
Lock-in | |
Benchmark | CRISIL Hybrid 50+50 Moderate Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | |
Beta | NaN |
Sharpe Ratio | NaN |
YTM |
Fund Managers
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
GOI
11.3%Others
8.8%REC Ltd.
3.8%HDFC Bank Ltd.
3.6%GOI
3.6%Allocation by Sector
Financial
17.341463%Technology
6.01938%Services
5.808988%Consumer Staples
4.629189%Healthcare
4.317394%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,124 cr | ||
₹ 1,977 cr | ||
₹ 26,041 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr |
About the AMC
WhiteOak Capital Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.771% | 5.173% | ||
5.276% | 4.945% | ||
- | 28.828% | ||
- | 36.901% | ||
- | 32.161% |
WhiteOak Capital Balanced Hybrid Fund (G) Review
WhiteOak Capital Balanced Hybrid Fund (G) is a Others Others fund and has delivered an annualised return of 25.72% over a period of 0 years. The fund is managed by WhiteOak Capital Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object],[object Object],[object Object].
Nav of WhiteOak Capital Balanced Hybrid Fund (G) as of 9/17/2024 is ₹12.57 with the total AUM as of 9/19/2024 is ₹136.020601. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Balanced Hybrid Fund (G) was launched on 2023-10-27. The category risk of the fund is null.
The minimum SIP amount for WhiteOak Capital Balanced Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is WhiteOak Capital Balanced Hybrid Fund (G)?
How to invest in WhiteOak Capital Balanced Hybrid Fund (G)?
You can invest in WhiteOak Capital Balanced Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Balanced Hybrid Fund (G)?
The minimum sip amount for WhiteOak Capital Balanced Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is WhiteOak Capital Balanced Hybrid Fund (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Balanced Hybrid Fund (G) is a fund. You can investWhiteOak Capital Balanced Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Balanced Hybrid Fund (G)?
The expense ratio of the WhiteOak Capital Balanced Hybrid Fund (G) is 2.14% for regular plan.