- Mutual Funds
- WhiteOak Mutual Fund
- WhiteOak Capital Balanced Hybrid Fund (Growth)
WhiteOak Capital Balanced Hybrid Fund (Growth)
₹ 10.333
NAV (Nov 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.333
NAV (Nov 29)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 3.1% |
6 Month CAGR | NA |
Scheme Information
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. However,there is no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.1 |
Launched (0y ago) | Oct 30, 2023 |
AUM in Crores | 66.154 |
ISIN | INF03VN01811 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 50+50 - Moderate TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.46 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund (Growth) | 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
07.37 goi 2028
18.2%clearing corporation of india ltd
8.6%power finance corporation ltd.
7.6%rural electrification corporation limited
7.6%the tata power company limited
6.8%Allocation by Sector
financial services
17.2%consumer cyclical
6.8%industrials
5.9%technology
4.5%consumer defensive
4.3%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 2,920 cr | ||
₹ 3,301 cr | ||
₹ 7,605 cr |
About the AMC
WhiteOak Capital Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
- | 6.1% | ||
- | 21.8% | ||
- | 20.4% | ||
- | 6.3% | ||
- | % |
WhiteOak Capital Balanced Hybrid Fund (G) Review
WhiteOak Capital Balanced Hybrid Fund (G) is a Balanced Hybrid Hybrid fund and has delivered an annualised return of 3.1% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Piyush Baranwal, Ramesh Mantri, Trupti Agrawal.
Nav of WhiteOak Capital Balanced Hybrid Fund (G) as of 11/29/2023 is ₹10.33 with the total AUM as of 11/30/2023 is ₹66.154. 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 Oct 30, 2023. The category risk of the fund is High Risk.
The minimum SIP amount for WhiteOak Capital Balanced Hybrid Fund (G) is ₹0 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 ₹0. 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 Not Reviewed Yet 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 2.1% for regular plan.