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

Plan: OPEN | Option: Growth | Ramesh Mantri

08 May 24 | 12:00 AM

11.29 0.02 (0.17%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Hybrid - Balanced by -19.28%

  • More Volatile

    0.38%

    Standard Deviation (1Y)

    Higher than Hybrid - Balanced by 0.02%

  • Not so consistent

    4/8

    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 - Regular (G), has underperformed its benchmark, Hybrid - Balanced by -19.28% (CAGR difference)

0.00%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

09 May 2023

Risk

In last 1 year , the volatility of WhiteOak Capital Balanced Hybrid Fund - Regular (G),is Higher than its benchmark, Hybrid - Balanced by 0.02%

0.38%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 4 out of Last 8 Months, i.e 50% of the times It has beaten its benchmark, Hybrid - Balanced

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 64 Stocks beating the benchmark 16 Stocks not beating the benchmark

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