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Snapshot
Snapshot
WhiteOak Capital Balanced Hybrid Fund - Regular (G)
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Summary
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital Balanced Hybrid Fund - Regular (G)
AMC : WhiteOak Capital Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 05-Oct-23
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 273.21
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception  
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 500
Increm.Investment(Rs.) : 500
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Return -0.19 -4.07 -4.38 -4.01 5.70 NA NA 10.13
Category Avg -0.42 -3.18 -2.68 -1.80 6.63 11.45 9.77 9.98
Category Best 0.00 -1.95 -0.78 1.47 11.84 13.12 12.53 12.43
Category Worst -1.65 -4.28 -4.38 -4.01 3.96 10.06 7.92 7.64
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
* Move the pointer over the headers to view the definition.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.5696 2.0783 1.0427 2.7450 0.0272
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 4.62
HDFC Bank 4.42
M & M 1.83
SBI 1.63
Bharat Electron 1.56
Nestle India 1.49
Reliance Industr 1.48
Maruti Suzuki 1.42
Bharti Airtel 1.41
Kotak Mah. Bank 1.22
Eternal 1.22
Titan Company 1.14
Muthoot Finance 0.85
Infosys 0.82
Larsen & Toubro 0.72
Persistent Syste 0.68
NTPC 0.64
O N G C 0.60
Interglobe Aviat 0.60
Hindalco Inds. 0.59
J B Chemicals & 0.56
Ambuja Cements 0.55
TCS 0.54
Bharti Airtel PP 0.54
Max Financial 0.53
Godrej Consumer 0.49
SBI Life Insuran 0.47
Bajaj Finance 0.47
Aadhar Hsg. Fin. 0.47
Bajaj Finserv 0.45
ICICI AMC 0.44
Cholaman.Inv.&Fn 0.43
Dynamatic Tech. 0.42
Coforge 0.41
Phoenix Mills 0.39
Vedanta 0.38
Tata Steel 0.38
Kirloskar Oil 0.38
TD Power Systems 0.37
Cigniti Tech. 0.36
Power Fin.Corpn. 0.35
Torrent Pharma. 0.34
Oil India 0.34
Info Edg.(India) 0.33
Natl. Aluminium 0.33
Aditya Infotech 0.33
Acutaas Chemical 0.33
Azad Engineering 0.32
INDIA SHELTE FIN 0.32
Mankind Pharma 0.32
Asian Paints 0.31
CG Power & Ind 0.29
Tube Investments 0.28
Navin Fluo.Intl. 0.28
Fortis Health. 0.26
Krishna Institu. 0.26
Cams Services 0.26
Eureka Forbes 0.26
GE Vernova T&D 0.25
Pidilite Inds. 0.25
Jyothy Labs 0.25
SJS Enterprises 0.24
Ajax Engineering 0.23
KRN Heat Exchan 0.23
Poly Medicure 0.23
CARE Ratings 0.23
Trent 0.22
Leela Palaces Ho 0.22
eClerx Services 0.21
Hero Motocorp 0.21
Cipla 0.20
Nippon Life Ind. 0.20
TBO Tek 0.20
Sagility 0.19
Tech Mahindra 0.19
Sun Pharma.Inds. 0.19
Indigo Paints 0.18
Intellect Design 0.18
LTIMindtree 0.17
Neuland Labs. 0.15
Motil.Oswal.Fin. 0.15
Inventurus Knowl 0.15
Le Travenues 0.14
AIA Engineering 0.14
Ajanta Pharma 0.14
CSB Bank 0.13
Safari Inds. 0.13
Firstsour.Solu. 0.13
AWFIS Space 0.13
Shilpa Medicare 0.12
Crompton Gr. Con 0.11
360 ONE 0.11
PB Fintech. 0.10
Latent View 0.10
Nucleus Soft. 0.10
Mastek 0.09
Rainbow Child. 0.09
Honasa Consumer 0.09
Vijaya Diagnost. 0.08
Abbott India 0.08
Gillette India 0.07
Chola Financial 0.06
Shivalik Bimetal 0.05
Newgen Software 0.05
Sudeep Pharma 0.04
Indiqube Spaces 0.04
Tenneco Clean 0.03
Onward Technolog 0.03
Laxmi Dental 0.01
N A B A R D 4.07
Bajaj Finance 3.64
Cholaman.Inv.&Fn 3.30
Godrej Industrie 1.84
S I D B I 1.84
Power Fin.Corpn. 1.84
Natl. Hous. Bank 1.84
Muthoot Finance 1.83
Bajaj Housing 1.82
Grasim Inds 0.74
I R F C 0.54
GSEC2040 6.68 4.25
GSEC2035 6.48 3.63
GSEC2032 6.28 1.73
GSEC2031 0.75
GSEC2030 6.01 0.73
GSEC2032 0.66
TBILL-182D 0.40
C C I 9.63
Net CA & Others 1.40
Nexus Select 1.52
Embassy Off.REIT 1.21
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