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

Plan: OPEN | Option: Growth | Ramesh Mantri

30 May 25 | 12:00 AM

10.47 0.00 (0.03%)

  • Underperforms

    0.00%

    Return (1Y)

    underperformed Hybrid - Balanced by -10.36%

  • Less Volatile

    0.33%

    Standard Deviation (1Y)

    Lower than Hybrid - Balanced by -0.11%

  • Inconsistent

    0/3

    Months

    Has underperformed Hybrid - Balanced

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9NAVMay 05Jun 05Jul 05Aug 05Sep 05Dec 0510.3010.3210.3410.3610.3810.4010.42
JavaScript chart by amCharts 3.20.9WhiteOak Capital Equity Savings 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 Equity Savings Fund - Regular (G), has Underperformed its benchmark, Hybrid - Balanced by -10.36% (CAGR difference)

NA

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

01 Jun 2024

JavaScript chart by amCharts 3.20.90.001.002.003.004.005.006.007.008.009.0010.0011.0012.00
JavaScript chart by amCharts 3.20.9WhiteOak Capital Equity Savings Fund - Regular (G) Hybrid - Balanced

Risk

In last 1 year , the volatility of WhiteOak Capital Equity Savings Fund - Regular (G),is Lower than its benchmark, Hybrid - Balanced by -0.11%

0.33%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.320.330.340.350.360.370.380.390.400.410.420.430.440.45
JavaScript chart by amCharts 3.20.9WhiteOak Capital Equity Savings Fund - Regular (G) Hybrid - Balanced

Peer Comparison on Risk - Return

Consistency

For 0 out of Last 3 Months, i.e 0% 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 ComparisonJanJanJan01234
JavaScript chart by amCharts 3.20.9WhiteOak Capital Equity Savings Fund - Regular (G) Hybrid - Balanced
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJan-2.0-1.5-1.0-0.50.0
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, 55 Stocks beating the benchmark 47 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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