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Snapshot
Snapshot
WhiteOak Capital Equity Savings Fund - Direct (G)
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Summary
Fund Name : WhiteOak Capital Mutual Fund
Scheme Name : WhiteOak Capital Equity Savings Fund - Direct (G)
AMC : WhiteOak Capital Mutual Fund
Type : Open
Category : Hybrid - Balanced
Launch Date : 25-Feb-25
Fund Manager : Ramesh Mantri
Net Assets:(Rs. cr) 197.61
 
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 -0.08 0.93 3.48 7.98 NA NA NA 13.84
Category Avg -0.28 -0.05 1.81 3.64 5.29 11.91 11.22 11.39
Category Best -0.08 0.93 3.48 7.98 9.13 14.92 14.72 15.80
Category Worst -0.50 -0.77 0.35 1.40 2.15 9.85 8.99 8.15
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 [%]
0.1463 0.3663 8.8302 9.7124 0.2187
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 6.00
SBI 4.64
ICICI Bank 4.31
TCS 3.05
Vodafone Idea 2.67
Kotak Mah. Bank 2.50
HCL Technologies 2.42
Reliance Industr 2.22
Eternal Ltd 2.02
Muthoot Finance 1.81
Axis Bank 1.62
Infosys 1.58
Maruti Suzuki 1.57
Vedanta 1.56
Hindalco Inds. 1.56
TVS Motor Co. 1.47
Coforge 1.41
Bajaj Finserv 1.16
Bharti Airtel 1.13
Power Grid Corpn 1.07
Lupin 0.99
M & M 0.95
Asian Paints 0.94
CG Power & Ind 0.85
S A I L 0.71
Biocon 0.71
REC Ltd 0.70
Bharat Electron 0.69
PNB Housing 0.68
Titan Company 0.63
Grasim Inds 0.55
Cipla 0.54
Sun Pharma.Inds. 0.52
IndusInd Bank 0.52
SRF 0.50
Nestle India 0.45
Interglobe Aviat 0.45
Jio Financial 0.44
Tata Steel 0.42
Bajaj Finance 0.40
Persistent Syste 0.40
O N G C 0.38
Apollo Hospitals 0.37
Larsen & Toubro 0.36
Pidilite Inds. 0.27
Ambuja Cements 0.26
Aadhar Hsg. Fin. 0.26
Max Financial 0.25
Bharti Airtel PP 0.25
J B Chemicals & 0.23
Tech Mahindra 0.23
LTIMindtree 0.23
Hindustan Zinc 0.21
Torrent Pharma. 0.21
Godrej Consumer 0.19
Motil.Oswal.Fin. 0.18
UltraTech Cem. 0.18
INDIA SHELTE FIN 0.18
SBI Life Insuran 0.17
Phoenix Mills 0.17
Poly Medicure 0.16
Hero Motocorp 0.16
Bandhan Bank 0.16
PB Fintech. 0.16
Aditya Infotech 0.15
Krishna Institu. 0.13
eClerx Services 0.13
Info Edg.(India) 0.13
Navin Fluo.Intl. 0.13
Azad Engineering 0.13
Jyothy Labs 0.13
TD Power Systems 0.12
Cams Services 0.12
Eureka Forbes 0.12
Intellect Design 0.12
Firstsour.Solu. 0.11
Ajax Engineering 0.11
TBO Tek 0.11
CARE Ratings 0.11
Hitachi Energy 0.10
AWFIS Space 0.10
Tube Investments 0.10
Dynamatic Tech. 0.09
Cholaman.Inv.&Fn 0.09
H P C L 0.09
GE Vernova T&D 0.08
City Union Bank 0.08
Oil India 0.08
Kirloskar Oil 0.08
360 ONE 0.08
Le Travenues 0.08
Inventurus Knowl 0.08
KRN Heat Exchan 0.08
Indiqube Spaces 0.07
Indigo Paints 0.07
Safari Inds. 0.07
Karur Vysya Bank 0.06
Nippon Life Ind. 0.06
LG Electronics 0.06
Sagility 0.06
Leela Palaces Ho 0.06
SJS Enterprises 0.05
Mankind Pharma 0.05
Trent 0.05
Marico 0.04
Power Fin.Corpn. 0.04
Newgen Software 0.03
Rainbow Child. 0.03
AIA Engineering 0.02
KPIT Technologi. 0.02
Tenneco Clean 0.02
Neuland Labs. 0.02
Bharat Bijlee 0.01
Piramal Pharma 0.01
Bajaj Finance 1.53
N A B A R D 1.03
Cholaman.Inv.&Fn 1.02
Power Fin.Corpn. 0.52
I R F C 0.50
GSEC2035 5.06
GSEC2040 6.68 2.97
GSEC2032 6.28 2.26
GSEC2030 6.01 1.76
GSEC2031 1.04
GSEC2035 6.48 0.25
TBILL-91D 0.15
C C I 6.69
Net CA & Others -0.34
Nexus Select 1.70
Embassy Off.REIT 1.36
Knowledge Realty 0.60
National High 1.66
IRB InvIT Fund 1.06
Vertis Infra. 0.83
Powergrid Infra. 0.33
IndiGrid Trust 0.03
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