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

Plan: OPEN | Option: Growth | Ramesh Mantri

31 Mar 25 | 12:00 AM

12.14 0.00 (0.00%)

  • Underperforms

    8.97%

    Return (1Y)

    underperformed Hybrid - Balanced by -0.14%

  • More Volatile

    0.55%

    Standard Deviation (1Y)

    Higher than Hybrid - Balanced by 0.16%

  • Not so consistent

    6/11

    Months

    Has beaten Hybrid - Balanced

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVApr 03May 03Jun 03Jul 03Oct 03Nov 03Dec 0311.6011.6511.7011.7511.80
JavaScript chart by amCharts 3.20.9WhiteOak Capital Balanced Hybrid Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year WhiteOak Capital Balanced Hybrid Fund - Regular (G), has Underperformed its benchmark, Hybrid - Balanced by -0.14% (CAGR difference)

8.97%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

01 Apr 2024

JavaScript chart by amCharts 3.20.98.968.978.988.999.009.019.029.039.049.059.069.079.089.099.109.119.12
JavaScript chart by amCharts 3.20.9WhiteOak Capital Balanced Hybrid Fund - Regular (G) Hybrid - Balanced

Risk

In last 1 year , the volatility of WhiteOak Capital Balanced Hybrid Fund - Regular (G),is Higher than its benchmark, Hybrid - Balanced by 0.16%

0.55%

More Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.380.400.420.440.460.480.500.520.540.560.58
JavaScript chart by amCharts 3.20.9WhiteOak Capital Balanced Hybrid Fund - Regular (G) Hybrid - Balanced

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 11 Months, i.e 54.55% of the times It has beaten its benchmark, Hybrid - Balanced

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan-505
JavaScript chart by amCharts 3.20.9WhiteOak Capital Balanced Hybrid Fund - Regular (G) Hybrid - Balanced
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-2-1012
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, 52 Stocks beating the benchmark 39 Stocks not beating the benchmark

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9Outperforming StocksUnderperforming Stocks

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