WhiteOak Capital Balanced Hybrid Fund Regular Growth
AllocationBalanced Allocation
13.33
0.06(0.46%)
NAV as on 02 Jan, 2026
CAGR
14.05%
- AUM (Crs.)248.31
- Expense Ratio2.13 %
- Sharpe Ratio / Category Average- / 0.44
- Standard Deviation / Category Average- / 7.59
- Beta / Category Average- / 1.02
- Portfolio Turnover / Category Average112.36 / 90.15
- Top 5 Stocks Wt.28.38
- Top 10 Stocks Wt.41.53
- Top 3 Sectors Wt.33.30
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryRamesh Mantri, Piyush Baranwal, Trupti Agrawal, Ashish Agrawal, Dheeresh Pathak
- Launch Date27 Oct, 2023
- BenchmarkS&P BSE 500
Objective
The investment objective of the Scheme is to provide long term capital appreciation and generate income by investing in a balanced portfolio of equity & equity related instruments and debt & money market securities. However, there is no assurance that the investment objective of the Scheme will be realized.
Riskometer
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