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

Plan: OPEN | Option: Growth | Ramesh Mantri

15 May 26 | 12:00 AM

11.19 -0.01 (-0.11%)

  • Outperforms

    7.03%

    Return (1Y)

    beaten Hybrid - Balanced by 4.15%

  • Less Volatile

    0.24%

    Standard Deviation (1Y)

    Lower than Hybrid - Balanced by -0.13%

  • Consistent

    9/12

    Months

    Has beaten Hybrid - Balanced

  • Value research rating

    Not Rated

Critical Parameters

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Returns

In last 1 year WhiteOak Capital Equity Savings Fund - Regular (G), has beaten its benchmark, Hybrid - Balanced by 4.15% (CAGR difference)

7.03%

Outperforms

This is +ve Alpha

Performance Chart for Rs

Invested in

18 May 2025

Risk

In last 1 year , the volatility of WhiteOak Capital Equity Savings Fund - Regular (G),is Lower than its benchmark, Hybrid - Balanced by -0.13%

0.24%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 9 out of Last 12 Months, i.e 75% 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, 75 Stocks beating the benchmark 33 Stocks not beating the benchmark

View Stock Composition