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Snapshot
Snapshot
WhiteOak Capital Equity Savings Fund - Regular (G)
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Summary
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital Equity Savings Fund - Regular (G)
AMC : WhiteOak Capital Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 25-Feb-25
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 289.59
 
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 0.24 0.95 2.70 0.63 7.09 NA NA 10.26
Category Avg 0.29 1.86 5.05 0.68 4.29 10.77 9.39 10.32
Category Best 0.37 2.95 7.60 3.18 8.72 12.84 12.12 12.38
Category Worst 0.22 0.95 2.70 -1.33 2.10 9.20 7.55 7.73
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 [%]
0.2787 1.3208 0.5868 4.7302 0.0419
Asset Allocation
Holdings
Company Name% Hold
ICICI Bank 6.65
HDFC Bank 6.42
Vodafone Idea 3.87
Bharti Airtel 3.37
Maruti Suzuki 3.32
Axis Bank 2.48
TVS Motor Co. 2.45
SBI 2.33
Reliance Industr 2.08
SBI Life Insuran 1.83
Kotak Mah. Bank 1.75
Coforge 1.49
Cummins India 1.34
Eternal 1.32
Bajaj Finserv 1.21
M & M 1.20
HDFC Life Insur. 1.04
Biocon 0.93
S A I L 0.90
Hindalco Inds. 0.87
NTPC 0.85
Adani Enterp. 0.81
Nestle India 0.76
REC Ltd 0.75
Ashok Leyland 0.70
Grasim Inds 0.70
AU Small Finance 0.68
Bandhan Bank 0.67
Larsen & Toubro 0.61
UltraTech Cem. 0.56
Power Fin.Corpn. 0.54
Bharat Electron 0.53
PNB Housing 0.53
CG Power & Ind 0.52
Titan Company 0.51
Cholaman.Inv.&Fn 0.48
Angel One 0.47
Motil.Oswal.Fin. 0.45
Tata Steel 0.31
Sun Pharma.Inds. 0.29
Apollo Hospitals 0.28
Mphasis 0.28
J B Chemicals & 0.25
Infosys 0.23
Tech Mahindra 0.23
Jio Financial 0.23
Muthoot Finance 0.21
Asian Paints 0.20
Persistent Syste 0.19
O N G C 0.19
PB Fintech. 0.18
TCS 0.17
Aadhar Hsg. Fin. 0.17
Max Financial 0.17
Pidilite Inds. 0.16
LTM 0.16
Phoenix Mills 0.15
Cipla 0.15
INDIA SHELTE FIN 0.15
Aditya Infotech 0.14
TD Power Systems 0.14
Torrent Pharma. 0.14
Natl. Aluminium 0.14
ICICI Pru Life 0.13
Krishna Institu. 0.13
Tube Investments 0.13
Lenskart Solut. 0.11
Navin Fluo.Intl. 0.11
Leela Palaces Ho 0.11
Azad Engineering 0.11
ITC 0.11
GE Vernova T&D 0.10
Federal Bank 0.10
Five-Star Bus.Fi 0.10
Billionbrains 0.10
Ajax Engineering 0.09
Fortis Health. 0.09
Indigo Paints 0.09
IndusInd Bank 0.09
Info Edg.(India) 0.09
CARE Ratings 0.09
Gillette India 0.09
Eureka Forbes 0.08
Cams Services 0.08
TBO Tek 0.08
Kirloskar Oil 0.08
Intellect Design 0.07
Dynamatic Tech. 0.07
Poly Medicure 0.07
City Union Bank 0.07
Oil India 0.06
Ambuja Cements 0.06
Latent View 0.06
eClerx Services 0.06
Interglobe Aviat 0.06
Firstsour.Solu. 0.06
360 ONE 0.05
Vedanta Aluminiu 0.05
KRN Heat Exchan 0.05
Safari Inds. 0.05
Karur Vysya Bank 0.05
Bajaj Finance 0.04
SJS Enterprises 0.04
Godrej Consumer 0.04
Indiqube Spaces 0.03
Rainbow Child. 0.02
Jyothy Labs 0.02
ICICI AMC 0.02
Malco Energy 0.01
AIA Engineering 0.01
Clean Max Enviro 0.00
Vedanta Power 0.00
Vedanta Iron & S 0.00
Bajaj Finance 1.02
Cholaman.Inv.&Fn 0.69
N A B A R D 0.68
Power Fin.Corpn. 0.34
I R F C 0.33
GSEC2032 6.28 4.85
GSEC2031 2.71
GSEC2040 6.68 1.95
GSEC2036 1.72
GSEC2032 1.70
GSEC2030 6.01 1.69
GSEC2035 0.72
GSEC2031 0.69
GSEC2035 6.48 0.40
TBILL-91D 0.24
TBILL-182D 0.24
C C I 3.53
Net CA & Others 0.78
Nexus Select 2.24
Embassy Off.REIT 1.94
Brookfield India 1.62
Knowledge Realty 0.31
IndiGrid Trust 0.94
RaajMarg Infra 0.93
Citius Transnet 0.89
Vertis Infra. 0.56
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