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WhiteOak Capital Balanced Advantage Fund - Reg (G) Hybrid - Equity Oriented
INVEST

Plan: OPEN | Option: Growth | Ramesh Mantri

20 Dec 24 | 12:00 AM

13.67 -0.32 (-2.26%)

  • Outperforms

    18.34%

    Return (1Y)

    beaten Hybrid - Equity Oriented by 0.09%

  • Less Volatile

    0.52%

    Standard Deviation (1Y)

    Lower than Hybrid - Equity Oriented by -0.13%

  • Consistent

    7/12

    Months

    Has beaten Hybrid - Equity Oriented

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year WhiteOak Capital Balanced Advantage Fund - Reg (G), has beaten its benchmark, Hybrid - Equity Oriented by 0.09% (CAGR difference)

18.34%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

22 Dec 2023

Risk

In last 1 year , the volatility of WhiteOak Capital Balanced Advantage Fund - Reg (G),is Lower than its benchmark, Hybrid - Equity Oriented by -0.13%

0.52%

Less 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 - Equity Oriented

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 61 Stocks beating the benchmark 26 Stocks not beating the benchmark

View Stock Composition