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

Plan: OPEN | Option: Growth | Ramesh Mantri

27 Oct 26 | 12:00 AM

12.93 0.05 (0.37%)

  • Underperforms

    -2.51%

    Return (1Y)

    underperformed Hybrid - Balanced by -2.36%

  • More Volatile

    0.49%

    Standard Deviation (1Y)

    Higher than Hybrid - Balanced by 0.08%

  • Not so consistent

    6/12

    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 -2.36% (CAGR difference)

-2.51%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

28 Oct 2025

Risk

In last 1 year , the volatility of WhiteOak Capital Balanced Hybrid Fund - Regular (G),is Higher than its benchmark, Hybrid - Balanced by 0.08%

0.49%

More Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 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, 65 Stocks beating the benchmark 46 Stocks not beating the benchmark

View Stock Composition