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

Plan: OPEN | Option: Growth | Ramesh Mantri

04 Dec 25 | 12:00 AM

13.28 0.00 (0.00%)

  • Underperforms

    5.47%

    Return (1Y)

    underperformed Hybrid - Balanced by -0.53%

  • More Volatile

    0.45%

    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 - Regular (G), has underperformed its benchmark, Hybrid - Balanced by -0.53% (CAGR difference)

5.47%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

05 Dec 2024

Risk

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

0.45%

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

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 46 Stocks beating the benchmark 55 Stocks not beating the benchmark

View Stock Composition