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WhiteOak Capital Balanced Hybrid Fund - Direct (G) Hybrid - Balanced
INVEST

Plan: OPEN | Option: Growth | Ramesh Mantri

16 Dec 25 | 12:00 AM

13.64 -0.03 (-0.22%)

  • Outperforms

    5.69%

    Return (1Y)

    beaten Hybrid - Balanced by 0.58%

  • More Volatile

    0.46%

    Standard Deviation (1Y)

    Higher than Hybrid - Balanced by 0.10%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Balanced

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year WhiteOak Capital Balanced Hybrid Fund - Direct (G), has beaten its benchmark, Hybrid - Balanced by 0.58% (CAGR difference)

5.69%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

17 Dec 2024

Risk

In last 1 year , the volatility of WhiteOak Capital Balanced Hybrid Fund - Direct (G),is Higher than its benchmark, Hybrid - Balanced by 0.10%

0.46%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark, Hybrid - Balanced

Consistency Meter

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