WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth is ₹11.26.
It is better to invest in a fund with a longer track record as WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 2.13%
The process for redemption is
The AUM of WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth is currently ₹101 Crores.
The Top three stocks are ICICI Bank, HDFC Bank and Nestle and account for 11% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 21% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth fund are Others, BFSI and IT accounting for 68% of the total portfolio.
Since this is a Hybrid - Balanced Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Balanced Hybrid Fund.
Ramesh Mantri and Piyush Baranwal manage the WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth Fund.
WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth current PE ratio is 48.29 and PB ratio is 11.65
The asset allocation of WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth is Stocks : 52.54%, Debt : 47.42% and Gold : 0%
The minimum SIP amount for WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Balanced Hybrid Fund - Regular Plan - Growth is 1% on or before 1 months, Nil after 1 months