WhiteOak Capital Balanced Hybrid Fund
Hybrid : Balanced Growth
Fund Information
301.35 Cr.
Growth
2.26%
Hybrid - Balanced Fund
Nifty 50 Arbitrage Index
27 Oct 2023
WhiteOak Capital Mutual Fund
Know MorePerformance
Monthly SIP of for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 | 3,824 | 6.5% |
| Gold | 40,770 | 4,770 | 8.00% |
Fund Managed By
Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. WhiteOak Capital Balanced Hybrid Fund managed by following fund manager(s);
Return Comparison
Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by WhiteOak Capital Balanced Hybrid Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Hybrid, Balanced fund category these peer funds belongs to.
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 2.21% | 4.69% | 6.91% | 6.91% | % | % | % | % |
| Category Average | 1.17% | 3.37% | 5.35% | 5.27% | % | % | % | % |
| WhiteOak Capital Balanced Hybrid Fund | 0.91% | 3.27% | 5.68% | 6.47% | - | - | - | - |
| UTI Childrens Hybrid Fund | - | - | - | - | - | - | - | - |
| 360 One Balanced Hybrid Fund | 0.33% | 1.77% | 3.89% | 3.63% | - | - | - | - |
| Bajaj Finserv Balanced Advantage Fund | 2.21% | 4.24% | 5.44% | 4.52% | - | - | - | - |
Fund Portfolio Details
Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of WhiteOak Capital Balanced Hybrid Fund are shown below;
Riskometer
Investors understand that their
principal
will be at Very High risk