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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) 266.91
 
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 0.69 -1.35 -1.68 1.58 8.17 NA NA 12.33
Category Avg 0.73 -0.91 -0.48 2.02 7.25 12.09 11.02 10.81
Category Best 1.25 0.04 1.35 5.43 10.80 14.65 14.29 14.02
Category Worst 0.34 -1.35 -2.17 -0.63 5.13 10.26 8.91 7.96
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 0.0170
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 4.83
ICICI Bank 4.41
Bharti Airtel 2.30
M & M 1.94
Maruti Suzuki 1.57
SBI 1.53
Bharat Electron 1.43
Reliance Industr 1.43
Eternal 1.41
Kotak Mah. Bank 1.22
Titan Company 1.09
Infosys 1.04
Nestle India 0.98
TCS 0.93
Persistent Syste 0.93
Muthoot Finance 0.74
Larsen & Toubro 0.71
Interglobe Aviat 0.64
Bharti Airtel PP 0.63
Coforge 0.59
Ambuja Cements 0.52
J B Chemicals & 0.51
Aadhar Hsg. Fin. 0.51
Power Grid Corpn 0.51
Cigniti Tech. 0.51
Godrej Consumer 0.50
Max Financial 0.50
Hindalco Inds. 0.48
Bajaj Finance 0.48
SBI Life Insuran 0.48
Bajaj Finserv 0.47
Info Edg.(India) 0.44
Phoenix Mills 0.44
Cholaman.Inv.&Fn 0.44
Dynamatic Tech. 0.40
Asian Paints 0.37
INDIA SHELTE FIN 0.36
eClerx Services 0.35
Eureka Forbes 0.34
Kirloskar Oil 0.34
Cipla 0.34
Tata Steel 0.33
Poly Medicure 0.33
Mankind Pharma 0.32
Oil India 0.31
Torrent Pharma. 0.31
Natl. Aluminium 0.30
Aditya Infotech 0.30
Motil.Oswal.Fin. 0.30
TD Power Systems 0.29
Cams Services 0.29
TBO Tek 0.28
Ajax Engineering 0.28
Azad Engineering 0.28
Jyothy Labs 0.28
Acutaas Chemical 0.27
Tube Investments 0.27
Navin Fluo.Intl. 0.27
Intellect Design 0.26
Pidilite Inds. 0.26
CG Power & Ind 0.26
Trent 0.25
H P C L 0.25
Sagility 0.25
CARE Ratings 0.24
LTIMindtree 0.23
Vedanta 0.23
AWFIS Space 0.23
SJS Enterprises 0.23
Krishna Institu. 0.22
Leela Palaces Ho 0.22
Indigo Paints 0.22
Le Travenues 0.22
Hero Motocorp 0.22
GE Vernova T&D 0.21
O N G C 0.21
Hitachi Energy 0.21
Firstsour.Solu. 0.20
Nippon Life Ind. 0.20
Power Fin.Corpn. 0.20
Sun Pharma.Inds. 0.19
Inventurus Knowl 0.19
Neuland Labs. 0.18
KRN Heat Exchan 0.17
CSB Bank 0.16
Safari Inds. 0.16
AIA Engineering 0.15
Latent View 0.14
Ajanta Pharma 0.13
REC Ltd 0.12
Nucleus Soft. 0.12
Shilpa Medicare 0.12
Mastek 0.12
PB Fintech. 0.12
360 ONE 0.12
Crompton Gr. Con 0.11
Rainbow Child. 0.10
Vijaya Diagnost. 0.09
Abbott India 0.09
Newgen Software 0.09
Honasa Consumer 0.08
ICICI AMC 0.08
Gillette India 0.07
Chola Financial 0.06
Indiqube Spaces 0.06
Shivalik Bimetal 0.05
LG Electronics 0.05
Sudeep Pharma 0.04
Tenneco Clean 0.03
Onward Technolog 0.03
Laxmi Dental 0.02
N A B A R D 4.19
Bajaj Finance 3.74
Cholaman.Inv.&Fn 3.39
S I D B I 1.90
Power Fin.Corpn. 1.90
Natl. Hous. Bank 1.89
Muthoot Finance 1.88
Bajaj Housing 1.87
REC Ltd 0.75
Godrej Industrie 0.75
I R F C 0.56
GSEC2040 6.68 4.37
GSEC2035 6.48 3.73
GSEC2032 6.28 1.77
GSEC2054 1.39
GSEC2031 0.77
GSEC2030 6.01 0.74
GSEC2032 0.67
TBILL-91D 0.41
TBILL-182D 0.41
C C I 8.90
Net CA & Others 1.11
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