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

Plan: OPEN | Option: Growth | Ramesh Mantri

07 Apr 26 | 12:00 AM

12.44 0.04 (0.32%)

  • Underperforms

    3.35%

    Return (1Y)

    underperformed Hybrid - Balanced by -0.43%

  • More Volatile

    0.47%

    Standard Deviation (1Y)

    Higher than Hybrid - Balanced by 0.10%

  • 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 -0.43% (CAGR difference)

3.35%

Underperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

08 Apr 2025

Risk

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

0.47%

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, 61 Stocks beating the benchmark 46 Stocks not beating the benchmark

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