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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) 193.22
 
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 -0.04 1.35 4.00 8.23 NA NA NA 13.77
Category Avg -0.26 0.40 2.77 4.15 6.00 11.79 11.60 11.49
Category Best 0.38 1.28 4.07 8.39 10.55 15.00 15.25 16.13
Category Worst -0.64 -0.47 1.72 2.07 2.98 9.64 9.28 8.17
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 [%]
0.1441 0.3941 7.9753 9.6420 0.2173
Asset Allocation
Holdings
Company Name% Hold
HDFC Bank 5.28
SBI 4.63
ICICI Bank 4.21
Bharti Airtel 3.34
Kotak Mah. Bank 2.55
Infosys 2.25
Eternal Ltd 2.17
Reliance Industr 2.15
TCS 2.08
Hindalco Inds. 1.71
Maruti Suzuki 1.63
Axis Bank 1.62
Vodafone Idea 1.55
Coforge 1.52
Vedanta 1.50
Federal Bank 1.29
Power Grid Corpn 1.28
Bajaj Finserv 1.20
Lupin 0.95
HCL Technologies 0.92
CG Power & Ind 0.92
M & M 0.86
REC Ltd 0.75
S A I L 0.73
Bharat Electron 0.72
PNB Housing 0.72
Sun Pharma.Inds. 0.71
Biocon 0.67
KPIT Technologi. 0.65
Titan Company 0.63
Asian Paints 0.62
Grasim Inds 0.60
Cipla 0.57
Nestle India 0.52
SRF 0.52
Tata Steel 0.50
IndusInd Bank 0.49
Piramal Pharma 0.45
Jio Financial 0.45
O N G C 0.43
Larsen & Toubro 0.41
Interglobe Aviat 0.41
Apollo Hospitals 0.40
Persistent Syste 0.38
Bajaj Finance 0.31
Muthoot Finance 0.30
UltraTech Cem. 0.28
Ambuja Cements 0.26
J B Chemicals & 0.26
Aadhar Hsg. Fin. 0.25
Bharti Airtel PP 0.25
LTIMindtree 0.24
Godrej Consumer 0.22
Tech Mahindra 0.22
Max Financial 0.22
Hindustan Zinc 0.21
Pidilite Inds. 0.21
Info Edg.(India) 0.21
INDIA SHELTE FIN 0.21
Motil.Oswal.Fin. 0.21
Varun Beverages 0.20
Hero Motocorp 0.20
Phoenix Mills 0.19
SBI Life Insuran 0.19
Indus Towers 0.19
Bandhan Bank 0.18
eClerx Services 0.16
Krishna Institu. 0.15
Poly Medicure 0.15
TD Power Systems 0.14
Cams Services 0.14
Ajax Engineering 0.13
Tube Investments 0.13
PB Fintech. 0.13
Firstsour.Solu. 0.13
Jyothy Labs 0.13
Navin Fluo.Intl. 0.12
Intellect Design 0.11
Sagility 0.11
TBO Tek 0.11
Hind. Unilever 0.11
H P C L 0.11
Cholaman.Inv.&Fn 0.10
GE Vernova T&D 0.10
CARE Ratings 0.10
Hitachi Energy 0.10
AWFIS Space 0.10
Azad Engineering 0.10
Eureka Forbes 0.10
Aditya Infotech 0.09
KRN Heat Exchan 0.09
Le Travenues 0.09
360 ONE 0.09
Oil India 0.09
Dynamatic Tech. 0.09
City Union Bank 0.08
Karur Vysya Bank 0.07
Leela Palaces Ho 0.07
Mankind Pharma 0.07
LG Electronics 0.06
Safari Inds. 0.06
Trent 0.06
Nippon Life Ind. 0.06
Power Fin.Corpn. 0.05
SJS Enterprises 0.05
Indiqube Spaces 0.04
Rainbow Child. 0.04
Marico 0.04
Newgen Software 0.04
Torrent Pharma. 0.04
Garware Tech. 0.04
Bharat Bijlee 0.02
Gillette India 0.02
Chola Financial 0.02
Neuland Labs. 0.02
Ajanta Pharma 0.02
Crompton Gr. Con 0.02
Vijaya Diagnost. 0.02
Brigade Enterpr. 0.01
AIA Engineering 0.01
Bajaj Finance 1.56
N A B A R D 1.06
Cholaman.Inv.&Fn 1.05
Power Fin.Corpn. 0.53
I R F C 0.51
GSEC2035 6.07
GSEC2040 6.68 3.04
GSEC2032 6.28 1.80
GSEC2031 1.07
GSEC2034 0.26
TBILL-91D 0.15
C C I 7.38
Net CA & Others -0.01
Nexus Select 1.88
Embassy Off.REIT 1.62
Knowledge Realty 0.60
National High 1.83
IRB InvIT Fund 1.12
Vertis Infra. 0.82
Powergrid Infra. 0.35
IndiGrid Trust 0.03
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